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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 516 | $247.3K | 0.13% | +32+6.6% | Added |
| Elevation Advisory Partners LLC | 521 | $247.3K | 0.23% | +521 | New |
| Andina Capital Management, LLC | 517 | $247.7K | 0.22% | −313−37.7% | Reduced |
| Sellwood Investment Partners LLC | 517 | $247.7K | 0.10% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 518 | $248.2K | 0.07% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 519 | $248.7K | 0.21% | −218−29.6% | Reduced |
| Cambridge Capital Management, LLC | 519 | $248.7K | 0.11% | +110+26.9% | Added |
| B&D White Capital Company, LLC | 520 | $249.2K | 0.03% | −1,198−69.7% | Reduced |
| United Bank | 521 | $249.7K | 0.03% | +15+3.0% | Added |
| Schubert & Co | 522 | $250.2K | 0.20% | −14−2.6% | Reduced |
| Auour Investments LLC | 523 | $250.6K | 0.08% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 523 | $250.6K | 0.04% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 523 | $250.6K | 0.14% | +523 | New |
| Mainsail Financial Group, LLC | 524 | $251.1K | 0.10% | +3+0.6% | Added |
| Newport Capital Group, LLC | 524 | $251.1K | 0.15% | +117+28.7% | Added |
| Grand Wealth Management, LLC | 525 | $251.3K | 0.12% | +525 | New |
| Kinloch Capital, LLC | 525 | $251.6K | 0.10% | +3+0.6% | Added |
| Butensky & Cohen Financial Security, Inc | 525 | $251.6K | 0.07% | +15+2.9% | Added |
| Compass Planning Associates Inc | 526 | $252.1K | 0.16% | −97−15.6% | Reduced |
| Aureum Wealth Management, LLC | 526 | $252.1K | 0.18% | +526 | New |
| Clarity Wealth Development LLC | 527 | $252.5K | 0.21% | 00.0% | Unchanged |
| DKM Wealth Management, Inc. | 530 | $254.1K | 0.18% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 533 | $255.0K | 0.01% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 534 | $255.9K | 0.14% | 00.0% | Unchanged |
| Three Arch Wealth Management LLC | 535 | $256.4K | 0.05% | +6+1.1% | Added |
| Fiscal Wisdom Wealth Management, LLC | 537 | $257.3K | 0.25% | −26−4.6% | Reduced |
| Donalies Financial Planning, LLC | 537 | $257.5K | 0.22% | 00.0% | Unchanged |
| Able Wealth Management LLC | 538 | $257.8K | 0.07% | +538 | New |
| High Point Wealth Management, LLC | 540 | $258.8K | 0.25% | 00.0% | Unchanged |
| Dala Group, LLC | 540 | $258.8K | 0.22% | −167−23.6% | Reduced |
| Portus Wealth Advisors, LLC | 541 | $259.2K | 0.24% | +7+1.3% | Added |
| Fedenia Advisers LLC | 543 | $260.2K | 0.19% | −452−45.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 543 | $260.2K | 0.16% | −3−0.5% | Reduced |
| Slagle Financial, LLC | 544 | $260.6K | 0.09% | −12−2.2% | Reduced |
| MPWM Advisory Solutions, LLC | 544 | $260.7K | 0.14% | −3−0.5% | Reduced |
| American Financial & Tax Strategies Inc | 545 | $261.2K | 0.13% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 545 | $261.2K | 0.23% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 548 | $262.6K | 0.16% | −150−21.5% | Reduced |
| H&H Retirement Design & Management INC | 556 | $263.0K | 0.13% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 551 | $263.1K | 0.17% | −17−3.0% | Reduced |
| Camelot Technology Advisors, Inc. | 549 | $263.1K | 0.19% | 00.0% | Unchanged |
| Howe & Rusling Inc | 550 | $263.6K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 550 | $264.0K | 0.14% | 00.0% | Unchanged |
| Manuka Financial, LLC | 551 | $264.0K | 0.16% | +2+0.4% | Added |
| Seaside Wealth Management, Inc. | 552 | $264.5K | 0.07% | −14−2.5% | Reduced |
| Vivid Wealth Management, LLC | 553 | $265.0K | 0.11% | +9+1.7% | Added |
| Southern Michigan Bank & Trust | 553 | $265.0K | 0.10% | +553 | New |
| Navigoe, LLC | 554 | $265.0K | 0.16% | 00.0% | Unchanged |
| Arta Finance Wealth Management LLC | 554 | $265.5K | 0.13% | −291−34.4% | Reduced |
| WealthCare Asset Management, LLC | 554 | $265.5K | 0.28% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 555 | $266.0K | 0.09% | −155−21.8% | Reduced |
| Chase Investment Counsel Corp | 558 | $267.0K | 0.07% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 558 | $267.4K | 0.18% | +106+23.5% | Added |
| Guardian Wealth Advisors, LLC | 560 | $268.4K | 0.15% | 00.0% | Unchanged |
| Libra Wealth LLC | 561 | $268.8K | 0.08% | −139−19.9% | Reduced |
| RFG Holdings, Inc. | 561 | $268.8K | 0.07% | −43−7.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 561 | $268.8K | 0.12% | −2−0.4% | Reduced |
| S Harris Financial Group, LLC | 561 | $268.8K | 0.25% | +11+2.0% | Added |
| Sound Stewardship, LLC | 561 | $268.8K | 0.12% | −12−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 563 | $269.8K | 0.09% | −115−17.0% | Reduced |
| Marion Wealth Management | 563 | $269.8K | 0.06% | +563 | New |
| Capstone Wealth Management, LLC | 564 | $270.3K | 0.19% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 565 | $270.7K | 0.02% | −2,049−78.4% | Reduced |
| Larry Mathis Financial Planning, LLC | 565 | $270.7K | 0.24% | +5+0.9% | Added |
| Winthrop Capital Management, LLC | 565 | $271.0K | 0.07% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 566 | $271.2K | 0.14% | −33−5.5% | Reduced |
| Ebert Capital Management Inc. | 566 | $271.2K | 0.28% | 00.0% | Unchanged |
| WorthPointe, LLC | 568 | $272.2K | 0.07% | −299−34.5% | Reduced |
| Perkins Coie Trust Co | 572 | $274.1K | 0.05% | −5−0.9% | Reduced |
| Worthington Financial Partners, LLC | 572 | $274.1K | 0.24% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 573 | $274.6K | 0.25% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 574 | $275.1K | 0.09% | −48−7.7% | Reduced |
| Cadia Private Client LLC | 575 | $275.5K | 0.22% | +2+0.3% | Added |
| RiverGlades Family Offices LLC | 575 | $275.5K | 0.16% | +575 | New |
| Warther Private Wealth, LLC | 580 | $277.9K | 0.07% | −514−47.0% | Reduced |
| Afg Fiduciary Services Limited Partnership | 584 | $278.4K | 0.16% | −35−5.7% | Reduced |
| Disciplined Investments, LLC | 581 | $278.4K | 0.10% | −1−0.2% | Reduced |
| Koenig Investment Advisory, LLC | 583 | $279.4K | 0.24% | −5−0.9% | Reduced |
| Signal Tree Financial Partners LLC | 584 | $279.9K | 0.21% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 585 | $280.3K | 0.29% | −67−10.3% | Reduced |
| CacheTech Inc. | 585 | $280.3K | 0.05% | +585 | New |
| Nicollet Investment Management, Inc. | 587 | $281.0K | 0.10% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 588 | $281.6K | 0.08% | 00.0% | Unchanged |
| Claris Advisors, LLC | 588 | $281.8K | 0.08% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 588 | $281.8K | 0.22% | +14+2.4% | Added |
| Frederick Financial Consultants, LLC | 588 | $281.8K | 0.14% | +588 | New |
| Bank of Stockton | 589 | $282.2K | 0.09% | +589 | New |
| Wealth Advisors Northwest LLC | 590 | $282.7K | 0.12% | −8−1.3% | Reduced |
| Providence Financial Advisors, LLC | 590 | $282.7K | 0.16% | +90+18.0% | Added |
| Omega Financial Group, LLC | 594 | $284.6K | 0.09% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 595 | $285.1K | 0.13% | −2−0.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 595 | $285.1K | 0.18% | +36+6.4% | Added |
| Conrad Siegel Investment Advisors, Inc. | 598 | $286.6K | 0.05% | +38+6.8% | Added |
| Aquire Wealth Advisors, LLC | 598 | $286.6K | 0.08% | +52+9.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 598 | $286.7K | 0.09% | +36+6.4% | Added |
| Prism Planning Partners LLC | 599 | $287.0K | 0.34% | −464−43.7% | Reduced |
| LifePlan Investment Advisors, Inc. | 600 | $287.5K | 0.11% | −20−3.2% | Reduced |
| Centennial Bank | 600 | $287.5K | 0.10% | −15−2.4% | Reduced |
| Notis-McConarty Edward | 600 | $287.5K | 0.14% | −4−0.7% | Reduced |
| Skylands Capital, LLC | 600 | $287.5K | 0.04% | 00.0% | Unchanged |