Berkshire Hathaway Inc
BRK.B- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001067983
In the last 90 days, Berkshire Hathaway Inc insiders filed 1 open-market purchase and 1 sale; 4,928 institutions reported holding it in 13F filings for Q2 2026, worth $460.4B in total; 13 superinvestors hold it, including Gates Foundation Trust and H&H International Investment.
Other share classesBRK.A
13F holders, Q1 2026
Institutional positions in Berkshire Hathaway Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,888
- +68 vs. Q4 2025
- Shares held
- 911.8M
- +174.3M (+23.6%) vs. Q4 2025
- Total value
- $436.4B
- +$68.9B (+18.7%) vs. Q4 2025
- New holders
- 232
- 1,957 more added
- Sold out
- 164
- 2,037 more reduced
79 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BRK.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,928 | $460.4B |
| Q1 2026 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,401 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Magnolia Wealth Management, LLC | 236 | $113.1K | 0.07% | +236 | New |
| My Portfolio Guide, LLC | 236 | $113.1K | 0.06% | +236 | New |
| Ravenstone Capital Management Inc. | 238 | $114.0K | 0.06% | +200+526.3% | Added |
| Monetary Solutions, Ltd | 240 | $115.0K | 0.11% | +5+2.1% | Added |
| Loomis Sayles & Co L P | 241 | $115.5K | 0.00% | −93−27.8% | Reduced |
| Fiduciary Advisors, Inc. | 250 | $119.8K | 0.09% | 00.0% | Unchanged |
| Align Financial, LLC | 256 | $122.8K | 0.07% | −178,784−99.9% | Reduced |
| Goodman Advisory Group, LLC | 257 | $123.2K | 0.03% | −884−77.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 257 | $123.2K | 0.09% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 257 | $123.2K | 0.09% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 258 | $123.6K | 0.08% | −43−14.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 260 | $124.0K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 260 | $124.6K | 0.11% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 260 | $124.7K | 0.01% | +145+126.1% | Added |
| Wellington Grp LLC | 264 | $126.5K | 0.04% | −16−5.7% | Reduced |
| First Financial Corp | 266 | $127.5K | 0.05% | −16−5.7% | Reduced |
| Walsh & Associates, LLC | 268 | $128.4K | 0.13% | +2+0.8% | Added |
| Robinswood Financial LLC | 275 | $131.8K | 0.04% | +44+19.0% | Added |
| Aventus Investment Advisors, Inc. | 277 | $132.7K | 0.11% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 282 | $135.2K | 0.13% | +97+52.4% | Added |
| Silvant Capital Management LLC | 283 | $135.6K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 283 | $135.6K | 0.07% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 285 | $136.6K | 0.12% | −5−1.7% | Reduced |
| Bravera Wealth | 285 | $136.6K | 0.06% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 286 | $137.1K | 0.09% | +1+0.4% | Added |
| Principia Wealth Advisory, LLC | 296 | $141.8K | 0.08% | +20+7.2% | Added |
| Chung Wu Investment Group, LLC | 300 | $143.8K | 0.12% | 00.0% | Unchanged |
| Clear Street Markets LLC | 301 | $144.2K | 0.07% | −2,423−89.0% | Reduced |
| Solstein Capital, LLC | 301 | $144.2K | 0.06% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 306 | $146.6K | 0.06% | −13−4.1% | Reduced |
| Hamrick Investment Counsel, llc | 309 | $148.1K | 0.08% | +268+653.7% | Added |
| HighMark Wealth Management LLC | 311 | $149.0K | 0.06% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 319 | $152.9K | 0.09% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 320 | $153.3K | 0.06% | −1,601−83.3% | Reduced |
| Accordant Advisory Group Inc | 320 | $153.3K | 0.10% | −50−13.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 340 | $162.9K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 343 | $164.4K | 0.12% | −149−30.3% | Reduced |
| Basso Capital Management, L.P. | 347 | $166.3K | 0.10% | −847−70.9% | Reduced |
| Leo H. Evart, Inc. | 350 | $167.7K | 0.14% | +350 | New |
| Halbert Hargrove Global Advisors, LLC | 356 | $170.7K | 0.01% | 00.0% | Unchanged |
| NWK Group, Inc. | 357 | $171.1K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 358 | $171.6K | 0.09% | +333+1,332.0% | Added |
| Stone House Investment Management, LLC | 371 | $177.8K | 0.03% | +124+50.2% | Added |
| Red Tortoise LLC | 376 | $180.2K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 377 | $180.7K | 0.03% | −192−33.7% | Reduced |
| Kozak & Associates, Inc. | 378 | $181.5K | 0.04% | −14−3.6% | Reduced |
| West Financial Advisors, LLC | 379 | $181.6K | 0.03% | −13−3.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 380 | $182.1K | 0.13% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 380 | $182.1K | 0.08% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 388 | $185.9K | 0.31% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 394 | $188.8K | 0.06% | +6+1.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 395 | $189.3K | 0.47% | −41−9.4% | Reduced |
| Chesapeake Asset Management LLC | 395 | $189.3K | 0.15% | −25−6.0% | Reduced |
| Evergreen Advisors, LLC | 396 | $189.8K | 0.04% | +396 | New |
| Kimelman & Baird, LLC | 400 | $191.7K | 0.02% | −100−20.0% | Reduced |
| Darwin Advisors, LLC | 404 | $193.6K | 0.06% | +404 | New |
| Fourth Dimension Wealth, LLC | 406 | $194.6K | 0.07% | −10−2.4% | Reduced |
| Dakota Community Bank & Trust NA | 413 | $197.9K | 0.67% | −25−5.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 413 | $197.9K | 0.15% | +10+2.5% | Added |
| Vision Retirement, LLC | 416 | $199.3K | 0.06% | +40+10.6% | Added |
| DecisionPoint Financial, LLC | 417 | $199.8K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 418 | $200.3K | 0.06% | −400−48.9% | Reduced |
| Dean, Jacobson Financial Services, LLC | 419 | $200.8K | 0.12% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 420 | $201.3K | 0.18% | −18−4.1% | Reduced |
| OakTrust Wealth Advisors, LLC | 420 | $201.3K | 0.18% | 00.0% | Unchanged |
| Purewater Capital LLC | 420 | $201.3K | 0.19% | +420 | New |
| Kooman & Associates | 421 | $201.7K | 0.06% | +8+1.9% | Added |
| AdviceOne Advisory Services, LLC | 422 | $202.2K | 0.12% | −17−3.9% | Reduced |
| Five Pine Wealth Management | 422 | $202.2K | 0.13% | −3−0.7% | Reduced |
| Clear Retirement Advice LLC | 423 | $202.7K | 0.16% | +423 | New |
| Carolina Wealth Advisors, LLC | 428 | $205.1K | 0.09% | −88−17.1% | Reduced |
| Objectivity Squared, LLC | 428 | $205.1K | 0.13% | −10−2.3% | Reduced |
| Fiduciary Planning LLC | 428 | $205.1K | 0.06% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 429 | $205.6K | 0.07% | −20−4.5% | Reduced |
| Advisortrust Partners, LLC | 429 | $205.6K | 0.09% | −17−3.8% | Reduced |
| NewCorp Financial Services, Inc. | 429 | $205.6K | 0.18% | −1−0.2% | Reduced |
| Rockport Wealth LLC | 430 | $206.1K | 0.04% | 00.0% | Unchanged |
| JDH Wealth Management, LLC | 430 | $206.1K | 0.14% | +430 | New |
| Groupe la Francaise | 497 | $206.1K | 0.00% | 00.0% | Unchanged |
| GR Financial Group, LLC | 430 | $206.3K | 0.07% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 432 | $206.9K | 0.06% | −44−9.2% | Reduced |
| Broyhill Asset Management | 433 | $207.5K | 0.20% | −2,278−84.0% | Reduced |
| Ridgeline Wealth Planning, LLC | 433 | $207.5K | 0.15% | +433 | New |
| Cultivar Capital, Inc. | 435 | $208.5K | 0.13% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 438 | $209.9K | 0.00% | +438 | New |
| Fieldview Capital Management, LLC | 438 | $209.9K | 0.06% | +438 | New |
| Endowment Wealth Management, Inc. | 439 | $210.2K | 0.09% | +439 | New |
| Miramontes Capital, LLC | 439 | $210.4K | 0.07% | −205−31.8% | Reduced |
| Briggs Wealth Management, Inc | 440 | $210.8K | 0.22% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 440 | $210.8K | 0.07% | +440 | New |
| IFS Group,LLC | 440 | $210.8K | 0.19% | +440 | New |
| Jeppson Wealth Management, LLC | 442 | $211.8K | 0.07% | 00.0% | Unchanged |
| Charis Legacy Partners, LLC | 443 | $212.3K | 0.31% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 443 | $212.3K | 0.11% | +443 | New |
| Eagle Wealth Strategies LLC | 445 | $213.2K | 0.09% | +445 | New |
| Melfa Wealth Management, LLC | 447 | $214.2K | 0.12% | +11+2.5% | Added |
| New Insight Wealth Advisors | 448 | $214.7K | 0.08% | +15+3.5% | Added |
| Sustainable Insight Capital Management, LLC | 449 | $215.2K | 0.07% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 450 | $215.6K | 0.21% | −50−10.0% | Reduced |
| John Boyer, Inc. | 450 | $215.6K | 0.22% | −45−9.1% | Reduced |