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 |
|---|---|---|---|---|---|
| Bawa N Mallick Trust | 600 | $287.5K | 0.12% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 600 | $287.5K | 0.13% | +600 | New |
| Blue Square Asset Management, LLC | 601 | $288.0K | 0.14% | −7−1.2% | Reduced |
| Delap Wealth Advisory, LLC | 603 | $289.0K | 0.11% | −195−24.4% | Reduced |
| Blom & Howell Financial Planning, Inc. | 604 | $289.4K | 0.28% | −1−0.2% | Reduced |
| Brewster Financial Planning LLC | 604 | $289.4K | 0.18% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 604 | $289.4K | 0.40% | +47+8.4% | Added |
| Retiremitten Financial LLC | 605 | $289.9K | 0.14% | +605 | New |
| Clark & Stuart, Inc | 607 | $290.9K | 0.20% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 608 | $290.9K | 0.25% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 608 | $291.4K | 0.28% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 608 | $291.4K | 0.00% | +151+33.0% | Added |
| Nixon Capital, LLC | 610 | $292.3K | 0.10% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 611 | $292.8K | 0.15% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 612 | $293.3K | 0.06% | −73−10.7% | Reduced |
| Pacific Wealth Management | 612 | $293.3K | 0.16% | 00.0% | Unchanged |
| CWC Advisors, LLC. | 612 | $293.3K | 0.14% | +5+0.8% | Added |
| BDFS Capital LLC | 614 | $294.2K | 0.14% | 00.0% | Unchanged |
| Centennial Advisors, LLC | 616 | $295.2K | 0.38% | +71+13.0% | Added |
| LifeWealth Investments, LLC | 617 | $295.6K | 0.09% | −85−12.1% | Reduced |
| RPS Advisory Solutions LLC | 617 | $295.7K | 0.17% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 617 | $295.7K | 0.12% | +28+4.8% | Added |
| BG Investment Services, Inc. | 619 | $296.6K | 0.25% | +619 | New |
| PCG Wealth Advisors, LLC | 620 | $297.1K | 0.08% | −234−27.4% | Reduced |
| Dixon Fnancial Services, Inc. | 620 | $297.1K | 0.13% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 620 | $297.1K | 0.13% | +24+4.0% | Added |
| True Wealth Design, LLC | 620 | $297.1K | 0.08% | +138+28.6% | Added |
| Landscape Capital Management, L.L.C. | 620 | $297.1K | 0.02% | +620 | New |
| Torrey Growth & Income Advisors | 623 | $297.2K | 0.12% | +28+4.7% | Added |
| Values First Advisors, Inc. | 621 | $297.6K | 0.16% | 00.0% | Unchanged |
| Parrish Capital LLC | 621 | $297.6K | 0.27% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 621 | $297.6K | 0.17% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 622 | $298.1K | 0.04% | 00.0% | Unchanged |
| Gem Investment Advisors, LLC | 623 | $298.5K | 0.29% | −176−22.0% | Reduced |
| Two Sigma Securities, LLC | 624 | $299.0K | 0.03% | −3,668−85.5% | Reduced |
| Great Oak Capital Partners, LLC | 624 | $299.4K | 0.07% | −2−0.3% | Reduced |
| Code Waechter LLC | 625 | $299.5K | 0.18% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 626 | $299.5K | 0.17% | +178+39.7% | Added |
| Bienville Capital Management, LLC | 627 | $300.5K | 0.06% | +167+36.3% | Added |
| Hegarty Advisors, LLC | 628 | $300.9K | 0.24% | +628 | New |
| PUREfi Wealth, LLC | 629 | $301.4K | 0.20% | +629 | New |
| Spahn Wealth & Retirement LLC | 630 | $301.9K | 0.38% | 00.0% | Unchanged |
| Haven Private, LLC | 631 | $302.4K | 0.13% | −105−14.3% | Reduced |
| Occudo Quantitative Strategies LP | 639 | $302.6K | 0.02% | +639 | New |
| Elite Life Management LLC | 637 | $303.2K | 0.38% | −32−4.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 633 | $303.3K | 0.10% | +7+1.1% | Added |
| Montgomery Investment Management Inc | 634 | $303.8K | 0.10% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 635 | $304.3K | 0.08% | −65−9.3% | Reduced |
| Narwhal Capital Management | 636 | $304.8K | 0.02% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 636 | $304.8K | 0.18% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 637 | $305.3K | 0.04% | −60−8.6% | Reduced |
| Sunrise Financial Services, LLC | 640 | $306.7K | 0.22% | −50−7.2% | Reduced |
| Swisher Financial Concepts, Inc. | 642 | $307.6K | 0.17% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 643 | $307.9K | 0.18% | +14+2.2% | Added |
| J.Safra Asset Management Corp | 643 | $308.1K | 0.02% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 645 | $309.1K | 0.03% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 646 | $309.4K | 0.25% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 646 | $309.6K | 0.05% | +143+28.4% | Added |
| Pingora Partners LLC | 647 | $310.0K | 0.18% | +170+35.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 649 | $311.0K | 0.15% | +649 | New |
| Family Legacy Financial Solutions, LLC | 650 | $311.0K | 0.25% | −2−0.3% | Reduced |
| First Washington CORP | 650 | $311.5K | 0.09% | 00.0% | Unchanged |
| Pincus Capital Management, LP | 650 | $311.5K | 0.22% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 651 | $312.0K | 0.13% | −50−7.1% | Reduced |
| Paul R. Ried Financial Group, LLC | 652 | $312.4K | 0.15% | −10−1.5% | Reduced |
| Kaydan Wealth Management, Inc. | 653 | $312.9K | 0.10% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 653 | $312.9K | 0.71% | +15+2.4% | Added |
| Global Strategic Investment Solutions, LLC | 654 | $313.4K | 0.03% | −8−1.2% | Reduced |
| Alpha Financial Advisors, LLC | 654 | $313.4K | 0.10% | +4+0.6% | Added |
| Twin Focus Capital Partners, LLC | 656 | $314.4K | 0.04% | 00.0% | Unchanged |
| Layline Advisors, LLC | 656 | $314.4K | 0.35% | +656 | New |
| Phillips Wealth Planners LLC | 656 | $314.6K | 0.24% | −19−2.8% | Reduced |
| TrueWealth Financial Partners | 657 | $314.8K | 0.13% | +657 | New |
| BXM Wealth LLC | 658 | $315.3K | 0.24% | −23−3.4% | Reduced |
| OmniStar Financial Group, Inc. | 660 | $316.3K | 0.16% | −137−17.2% | Reduced |
| Sherman Wealth Management LLC | 660 | $316.3K | 0.27% | 00.0% | Unchanged |
| West Wealth Group, LLC | 661 | $316.8K | 0.06% | −276−29.5% | Reduced |
| 1015 Capital Partners, LLC | 661 | $316.8K | 0.31% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 662 | $317.2K | 0.26% | −212−24.3% | Reduced |
| Wealth Management Associates, Inc. | 662 | $317.2K | 0.11% | −32−4.6% | Reduced |
| PFS Partners, LLC | 662 | $317.2K | 0.15% | +12+1.8% | Added |
| Rare Wolf Capital LLC | 663 | $317.7K | 0.21% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 664 | $318.2K | 0.15% | −78−10.5% | Reduced |
| Bear Mountain Capital, Inc. | 675 | $318.7K | 0.10% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 665 | $318.7K | 0.32% | +10+1.5% | Added |
| Conservest Capital Advisors, Inc. | 665 | $318.7K | 0.03% | +70+11.8% | Added |
| Squire Investment Management Company, LLC | 666 | $319.1K | 0.09% | +5+0.8% | Added |
| Brian Low Financial Group, LLC | 669 | $320.6K | 0.22% | −4−0.6% | Reduced |
| Round Hill Asset Management | 670 | $321.1K | 0.21% | −47−6.6% | Reduced |
| Howard Bailey Securities, LLC | 671 | $321.6K | 0.13% | −2−0.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 672 | $322.0K | 0.21% | +190+39.4% | Added |
| Dougherty Wealth Advisers LLC | 673 | $322.5K | 0.20% | +446+196.5% | Added |
| Austin Wealth Management, LLC | 677 | $322.5K | 0.07% | −1,307−65.9% | Reduced |
| Arcadia Investment Management Corp | 674 | $323.0K | 0.06% | 00.0% | Unchanged |
| DV Trading LLC | 674 | $323.0K | 0.03% | +480+247.4% | Added |
| Petredis Investment Advisors LLC | 675 | $323.5K | 0.03% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 675 | $323.5K | 0.14% | +675 | New |
| Town Capital LLC | 676 | $323.9K | 0.26% | −102−13.1% | Reduced |
| Bucket List Wealth Management, LLC | 676 | $323.9K | 0.20% | −35−4.9% | Reduced |
| Royal Fund Management, LLC | 676 | $323.9K | 0.03% | 00.0% | Unchanged |