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 |
|---|---|---|---|---|---|
| Cumberland Partners Ltd | 450 | $215.6K | 0.02% | 00.0% | Unchanged |
| InvesTrust | 450 | $215.6K | 0.09% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 450 | $215.6K | 0.07% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 451 | $216.1K | 0.24% | −22−4.7% | Reduced |
| BostonPremier Wealth LLC | 451 | $216.1K | 0.11% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 452 | $216.6K | 0.13% | −104−18.7% | Reduced |
| Davidson Investment Advisors | 454 | $217.6K | 0.01% | −108−19.2% | Reduced |
| Luminist Capital LLC | 455 | $218.0K | 0.29% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 458 | $218.1K | 0.06% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 456 | $218.5K | 0.02% | +194+74.0% | Added |
| KG&L Capital Management,LLC | 457 | $219.0K | 0.16% | −6,337−93.3% | Reduced |
| Mullooly Asset Management, Inc. | 457 | $219.0K | 0.08% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 457 | $219.0K | 0.11% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 458 | $219.0K | 0.20% | +458 | New |
| Financial Advisory Corp | 457 | $219.0K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 459 | $219.6K | 0.11% | −208−31.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 459 | $220.0K | 0.12% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 459 | $220.0K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 460 | $220.4K | 0.06% | +460 | New |
| Strong Tower Advisory Services | 462 | $221.4K | 0.04% | −16,131−97.2% | Reduced |
| Stegner Investment Associates Inc. | 462 | $221.4K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 463 | $221.9K | 0.11% | −134−22.4% | Reduced |
| Steinberganna Wealth Management | 463 | $221.9K | 0.11% | −6−1.3% | Reduced |
| Montchanin Asset Management, LLC | 466 | $223.0K | 0.24% | +466 | New |
| Integrity Investment Advisors, LLC | 466 | $223.3K | 0.12% | −373−44.5% | Reduced |
| Santori & Peters | 467 | $223.8K | 0.07% | −8−1.7% | Reduced |
| Prospera Capital Management, LLC | 467 | $223.8K | 0.11% | +18+4.0% | Added |
| Vertex Planning Partners, LLC | 468 | $224.3K | 0.04% | −38−7.5% | Reduced |
| Strategic Wealth Designers | 470 | $225.2K | 0.03% | −71−13.1% | Reduced |
| Topel & Distasi Wealth Management, LLC | 472 | $226.2K | 0.12% | −13−2.7% | Reduced |
| Barnett & Company, Inc. | 473 | $226.7K | 0.18% | +473 | New |
| Paladin Advisory Group, LLC | 475 | $227.6K | 0.17% | −115−19.5% | Reduced |
| Headland Capital, LLC | 476 | $228.1K | 0.06% | −49−9.3% | Reduced |
| Sovereign Investment Advisors, LLC | 476 | $228.1K | 0.05% | +476 | New |
| Winthrop Partners - WNY, LLC | 477 | $228.6K | 0.12% | 00.0% | Unchanged |
| Troutman Wealth Management, LLC | 478 | $229.1K | 0.19% | −2−0.4% | Reduced |
| Bluestem Financial Advisors, LLC | 478 | $229.1K | 0.09% | +478 | New |
| Cassady Wealth & Retirement Planning, LLC | 485 | $229.7K | 0.12% | −2−0.4% | Reduced |
| Lesa Sroufe & Co | 480 | $230.0K | 0.16% | −7−1.4% | Reduced |
| Manning & Napier Advisors LLC | 480 | $230.0K | 0.00% | +12+2.6% | Added |
| Redwood Family Wealth LLC | 480 | $230.0K | 0.23% | +480 | New |
| Mason Investment Advisory Services, Inc. | 481 | $230.5K | 0.01% | −7−1.4% | Reduced |
| New Dimensions Wealth Management, LLC | 481 | $230.5K | 0.20% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 481 | $230.5K | 0.03% | +21+4.6% | Added |
| Kuhn & Co Investment Counsel | 481 | $230.5K | 0.15% | +31+6.9% | Added |
| Arbor Capital Management Inc | 483 | $230.6K | 0.19% | −53−9.9% | Reduced |
| Beck Bode, LLC | 482 | $231.0K | 0.04% | 00.0% | Unchanged |
| Ellerson Group Inc | 483 | $231.5K | 0.15% | −17−3.4% | Reduced |
| Parkside Investments, LLC | 483 | $231.5K | 0.03% | +483 | New |
| Northeast Financial Group, Inc. | 484 | $231.9K | 0.06% | −245−33.6% | Reduced |
| Signature Equity Partners, LLC | 484 | $231.9K | 0.12% | +151+45.3% | Added |
| Barry Investment Advisors, LLC | 487 | $233.4K | 0.05% | −6−1.2% | Reduced |
| Summit Wealth Partners, LLC | 487 | $233.4K | 0.04% | +54+12.5% | Added |
| Burkett Financial Services, LLC | 488 | $233.8K | 0.08% | −75−13.3% | Reduced |
| Stordahl Capital Management, Inc. | 488 | $233.8K | 0.05% | −207−29.8% | Reduced |
| Infinity Wealth Counsel, LLC | 488 | $233.8K | 0.21% | −15−3.0% | Reduced |
| E6 Portfolios, LLC | 490 | $234.8K | 0.24% | −20−3.9% | Reduced |
| Ballast Rock Private Wealth LLC | 491 | $235.3K | 0.13% | +491 | New |
| Strengthening Families & Communities, LLC | 492 | $235.8K | 0.06% | −210−29.9% | Reduced |
| Innova Wealth Partners | 493 | $236.2K | 0.11% | +23+4.9% | Added |
| Caxton Associates LLP | 493 | $236.2K | 0.01% | +493 | New |
| Legacy Solutions, LLC | 493 | $236.2K | 0.22% | +493 | New |
| Intergy Private Wealth, LLC | 494 | $236.7K | 0.07% | −23−4.4% | Reduced |
| Copia Wealth Management | 494 | $236.7K | 0.16% | +2+0.4% | Added |
| RBA Wealth Management, LLC | 495 | $237.2K | 0.09% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 495 | $237.2K | 0.17% | +10+2.1% | Added |
| Summit Investment Advisory Services, LLC | 496 | $237.7K | 0.09% | −48−8.8% | Reduced |
| Foundry Financial Group, Inc. | 496 | $237.7K | 0.12% | −40−7.5% | Reduced |
| Macroview Investment Management LLC | 496 | $237.7K | 0.17% | +23+4.9% | Added |
| Cottage Street Advisors LLC | 497 | $238.2K | 0.10% | −100−16.8% | Reduced |
| Landing Point Financial Group, LLC | 497 | $238.2K | 0.12% | −44−8.1% | Reduced |
| Arlington Partners LLC | 497 | $238.2K | 0.48% | +497 | New |
| Greenfield Seitz Capital Management, LLC | 498 | $238.6K | 0.07% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 498 | $238.6K | 0.18% | +7+1.4% | Added |
| Sykon Capital LLC | 500 | $239.6K | 0.08% | −352−41.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 500 | $239.6K | 0.30% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $239.6K | 0.03% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 500 | $239.6K | 0.04% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 500 | $239.6K | 0.06% | 00.0% | Unchanged |
| RiverTree Advisors, LLC | 500 | $239.6K | 0.15% | 00.0% | Unchanged |
| Ghe, LLC | 500 | $239.6K | 0.10% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 508 | $240.6K | 0.15% | +508 | New |
| Fulcrum Capital LLC | 503 | $241.0K | 0.05% | +27+5.7% | Added |
| C M Bidwell & Associates Ltd | 504 | $241.5K | 0.11% | −2−0.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 505 | $242.0K | 0.15% | 00.0% | Unchanged |
| Fidato Wealth LLC | 505 | $242.0K | 0.16% | +3+0.6% | Added |
| Mosley Wealth Management | 482 | $242.3K | 0.11% | −122−20.2% | Reduced |
| Quad-Cities Investment Group, LLC | 506 | $242.5K | 0.10% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 507 | $243.0K | 0.09% | +97+23.7% | Added |
| SoundView Advisors Inc. | 508 | $243.0K | 0.09% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 508 | $243.4K | 0.12% | +508 | New |
| IFG Advisory, LLC | 511 | $244.9K | 0.70% | −23,729−97.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 513 | $245.8K | 0.14% | −103−16.7% | Reduced |
| Altus Wealth Management, LLC | 513 | $245.8K | 0.11% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 514 | $246.3K | 0.09% | +514 | New |
| Madson Wealth Advisors Inc | 514 | $246.3K | 0.20% | +514 | New |
| Valued Retirements, Inc. | 515 | $246.8K | 0.24% | 00.0% | Unchanged |
| Dillon & Associates Inc | 515 | $247.0K | 0.03% | −5−1.0% | Reduced |
| Avenue 1 Advisors, LLC | 516 | $247.3K | 0.08% | −5−1.0% | Reduced |
| Midwest Heritage Bank, FSB | 516 | $247.3K | 0.08% | 00.0% | Unchanged |