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 |
|---|---|---|---|---|---|
| Xena Financial Planning, LLC | 678 | $324.9K | 0.37% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 678 | $324.9K | 0.49% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 678 | $324.9K | 0.30% | +141+26.3% | Added |
| Acima Private Wealth, LLC | 679 | $325.4K | 0.10% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 680 | $325.9K | 0.12% | −11−1.6% | Reduced |
| Commonwealth Retirement Investments LLC | 681 | $326.3K | 0.10% | −458−40.2% | Reduced |
| Stanley-Laman Group, Ltd. | 681 | $326.3K | 0.04% | +181+36.2% | Added |
| Greenline Wealth Management LLC | 681 | $326.5K | 0.38% | +136+25.0% | Added |
| Latko Wealth Management, Ltd. | 682 | $326.8K | 0.16% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $326.8K | 0.17% | 00.0% | Unchanged |
| Brio Consultants, LLC | 704 | $327.7K | 0.04% | −83−10.5% | Reduced |
| Copley Financial Group, Inc. | 685 | $328.3K | 0.20% | −5−0.7% | Reduced |
| TD Capital Management LLC | 685 | $328.3K | 0.03% | 00.0% | Unchanged |
| Serenity Investment Advisors | 675 | $328.3K | 0.15% | −4−0.6% | Reduced |
| Maltin Wealth Management, Inc. | 687 | $329.2K | 0.13% | −114−14.2% | Reduced |
| Orgel Wealth Management, LLC | 687 | $329.2K | 0.01% | +210+44.0% | Added |
| Carter Financial, LLC | 689 | $330.2K | 0.29% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 690 | $330.6K | 0.08% | −34−4.7% | Reduced |
| SPG Advisors LLC | 690 | $330.6K | 5.04% | +8+1.2% | Added |
| Richard Young Associates, Ltd. | 690 | $330.6K | 0.25% | +690 | New |
| Kaizen Financial Strategies | 696 | $330.7K | 0.14% | −13−1.8% | Reduced |
| Plum Street Advisors, LLC | 691 | $331.1K | 0.11% | −80−10.4% | Reduced |
| Ocean Capital Management, LLC | 693 | $332.1K | 0.07% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 694 | $332.6K | 0.18% | 00.0% | Unchanged |
| Tenzing Financial LLC | 693 | $332.8K | 0.25% | −41−5.6% | Reduced |
| Flower City Capital | 695 | $333.0K | 0.17% | +210+43.3% | Added |
| Old Second National Bank of Aurora | 697 | $334.0K | 0.07% | −34−4.7% | Reduced |
| Investment Advisory Services Inc | 700 | $335.4K | 0.11% | −222−24.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 700 | $335.4K | 0.06% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 700 | $335.4K | 0.10% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 700 | $335.4K | 0.34% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 701 | $335.9K | 0.13% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 702 | $336.5K | 0.09% | −15−2.1% | Reduced |
| OxenFree Capital LLC | 712 | $337.6K | 0.16% | +13+1.9% | Added |
| Ariston Services Group | 0 | $337.8K | 0.20% | −705−100.0% | Reduced |
| Halter Ferguson Financial Inc. | 705 | $337.8K | 0.07% | +245+53.3% | Added |
| Morton Brown Family Wealth, LLC | 706 | $338.3K | 0.09% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 706 | $338.3K | 0.22% | +706 | New |
| Hanlon Investment Management, Inc. | 707 | $338.8K | 0.19% | +9+1.3% | Added |
| Waller Financial Planning Group, Inc | 708 | $339.3K | 0.07% | +10+1.4% | Added |
| Alliance Wealth Management Group | 709 | $339.8K | 0.07% | +10+1.4% | Added |
| Towercrest Capital Management | 709 | $339.8K | 0.05% | +10+1.4% | Added |
| Marnell Management LLC | 710 | $340.2K | 0.23% | −80−10.1% | Reduced |
| Capstone Wealth Management, Inc. | 712 | $340.6K | 0.29% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 711 | $340.7K | 0.14% | −109−13.3% | Reduced |
| Lansing Street Advisors | 712 | $341.2K | 0.09% | −127−15.1% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 712 | $341.2K | 0.20% | +712 | New |
| Bollard Group LLC | 713 | $342.0K | 0.01% | +53+8.0% | Added |
| Hill Island Financial LLC | 715 | $342.8K | 0.08% | 00.0% | Unchanged |
| JDM Financial Group LLC | 717 | $343.6K | 0.13% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 718 | $344.3K | 0.18% | +53+8.0% | Added |
| William Mack & Associates, Inc. | 719 | $344.5K | 0.20% | −208−22.4% | Reduced |
| Towneley Capital Management, Inc | 720 | $345.0K | 0.07% | −143−16.6% | Reduced |
| Stewardship Advisors, LLC | 721 | $345.5K | 0.08% | −50−6.5% | Reduced |
| Pacific Point Advisors, LLC | 722 | $346.0K | 0.18% | +12+1.7% | Added |
| Worth Asset Management, LLC | 723 | $346.5K | 0.13% | +723 | New |
| 21 West Wealth Management LLC | 723 | $346.5K | 0.32% | 00.0% | Unchanged |
| Somerset Trust Co | 724 | $346.9K | 0.11% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 724 | $346.9K | 0.15% | +171+30.9% | Added |
| Highlander Partners, L.P. | 725 | $347.4K | 0.14% | −800−52.5% | Reduced |
| Summit Portfolio Management, LTD. | 725 | $347.4K | 0.22% | +725 | New |
| Caxton Corp | 727 | $348.3K | 8.66% | +17+2.4% | Added |
| ETF Store, Inc. | 727 | $348.4K | 0.34% | −45−5.8% | Reduced |
| MBE Wealth Management, LLC | 727 | $348.6K | 0.14% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 728 | $348.9K | 0.37% | −18−2.4% | Reduced |
| Ascent Wealth Partners, LLC | 728 | $348.9K | 0.04% | +149+25.7% | Added |
| 10Elms LLP | 729 | $349.3K | 0.22% | +69+10.5% | Added |
| Marotta Asset Management | 734 | $351.2K | 0.06% | −261−26.2% | Reduced |
| Concord Asset Management, LLC | 733 | $351.3K | 0.06% | −7,542−91.1% | Reduced |
| Eagle Rock Investment Company, LLC | 734 | $351.7K | 0.05% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 735 | $352.2K | 0.08% | −45−5.8% | Reduced |
| Schwab Charitable Fund | 737 | $353.2K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 737 | $353.2K | 0.30% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 738 | $353.6K | 0.08% | −10−1.3% | Reduced |
| Financial Planning Navigators CORP | 739 | $354.1K | 0.16% | +171+30.1% | Added |
| Josh Arnold Investment Consultant, LLC | 740 | $354.6K | 0.30% | −100−11.9% | Reduced |
| Sharpepoint LLC | 740 | $354.6K | 0.21% | +1+0.1% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 741 | $355.1K | 0.43% | −49−6.2% | Reduced |
| Sound Financial Strategies Group, LLC | 741 | $355.1K | 0.24% | +741 | New |
| Targeted Financial Services LLC | 742 | $355.6K | 0.29% | −91−10.9% | Reduced |
| Earnest Partners LLC | 743 | $356.0K | 0.00% | 00.0% | Unchanged |
| Planning Directions Inc | 744 | $356.5K | 0.18% | +220+42.0% | Added |
| Client 1st Advisory Group, LLC | 746 | $357.5K | 0.11% | −211−22.0% | Reduced |
| Beech Hill Advisors, Inc. | 747 | $358.0K | 0.18% | −30−3.9% | Reduced |
| Worth Financial Advisory Group, LLC | 125 | $359.4K | 0.83% | −903−87.8% | Reduced |
| Prism Advisors, Inc. | 750 | $359.4K | 0.10% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 750 | $359.4K | 0.84% | 00.0% | Unchanged |
| Lighthouse Wealth Management Inc. | 751 | $359.9K | 0.24% | −3−0.4% | Reduced |
| Biltmore Wealth Management, LLC | 751 | $359.9K | 0.13% | 00.0% | Unchanged |
| Financial Freedom, LLC | 752 | $360.4K | 0.18% | +45+6.4% | Added |
| Eaton Financial Holdings Company, LLC | 754 | $361.3K | 0.12% | −14,418−95.0% | Reduced |
| Floyd Financial Group LLC | 763 | $361.7K | 0.24% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 756 | $362.3K | 0.19% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 757 | $362.8K | 0.20% | −15−1.9% | Reduced |
| Unified Investment Management | 758 | $363.2K | 0.37% | 00.0% | Unchanged |
| Meridian Financial, LLC | 759 | $363.7K | 0.20% | 00.0% | Unchanged |
| E&R Wealth Management, LLC | 759 | $363.7K | 0.36% | 00.0% | Unchanged |
| Invested Advisors | 760 | $364.2K | 0.37% | +4+0.5% | Added |
| Community Bank, N.A. | 760 | $364.2K | 0.04% | +10+1.3% | Added |
| IVC Wealth Advisors LLC | 761 | $364.7K | 0.16% | −4−0.5% | Reduced |