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 |
|---|---|---|---|---|---|
| Grantvest Financial Group LLC | 762 | $365.1K | 0.24% | −60−7.3% | Reduced |
| Mendel Money Management | 762 | $365.1K | 0.15% | −41−5.1% | Reduced |
| Shepherd Street Advisors LLC | 762 | $365.1K | 0.36% | +45+6.3% | Added |
| Optimus Capital Advisors, LLC | 762 | $365.1K | 0.22% | +191+33.5% | Added |
| Pathway Financial Advisors LLC | 765 | $365.2K | 0.05% | +11+1.5% | Added |
| Members Advisory Group LLC | 765 | $366.6K | 0.13% | 00.0% | Unchanged |
| MSA Advisors, LLC | 766 | $367.1K | 0.11% | +291+61.3% | Added |
| Kraft, Davis & Associates, LLC | 774 | $367.3K | 0.08% | +4+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 769 | $368.5K | 0.05% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 769 | $368.5K | 0.18% | 00.0% | Unchanged |
| Delaney Dennis R | 770 | $369.0K | 0.13% | −20−2.5% | Reduced |
| Connors Investor Services Inc | 770 | $369.0K | 0.03% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 772 | $369.9K | 0.17% | +7+0.9% | Added |
| Global Wealth Strategies & Associates | 774 | $370.9K | 0.09% | −36−4.4% | Reduced |
| JBGlobal.com LLC | 774 | $370.9K | 0.37% | 00.0% | Unchanged |
| Emissary Wealth LLC | 781 | $374.3K | 0.35% | −15−1.9% | Reduced |
| Downshift Financial, LLC | 786 | $376.1K | 0.19% | +259+49.1% | Added |
| Ruggaard & Associates LLC | 785 | $376.2K | 0.15% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 787 | $377.1K | 0.39% | +787 | New |
| Financial Guidance Group, Inc. | 788 | $377.6K | 0.15% | −9−1.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 789 | $378.1K | 0.22% | +31+4.1% | Added |
| Resolute Partners Group | 793 | $380.0K | 0.16% | +793 | New |
| Old Peak Finance LLC | 794 | $380.5K | 0.22% | +14+1.8% | Added |
| Maimon Wealth Management Ltd. | 803 | $381.2K | 0.33% | +803 | New |
| Advance Capital Management, Inc. | 796 | $381.4K | 0.01% | −125−13.6% | Reduced |
| Founders Capital Management | 798 | $382.4K | 0.19% | 00.0% | Unchanged |
| Madden Securities Corp | 798 | $382.4K | 0.11% | +90+12.7% | Added |
| Eurizon SLJ Capital Ltd | 799 | $382.9K | 0.18% | −550−40.8% | Reduced |
| Millington Financial Advisors, LLC | 810 | $383.0K | 0.16% | +205+33.9% | Added |
| Endeavor Private Wealth, Inc. | 800 | $383.4K | 0.11% | −75−8.6% | Reduced |
| Silver Coast Investments LLC | 800 | $383.4K | 0.12% | 00.0% | Unchanged |
| Breachway Investments LLC | 803 | $384.2K | 0.37% | −4−0.5% | Reduced |
| Brightwater Advisory LLC | 802 | $384.3K | 0.25% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 802 | $384.3K | 0.16% | +2+0.3% | Added |
| Stegent Equity Advisors, Inc. | 805 | $385.8K | 0.33% | −522−39.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 805 | $385.8K | 0.09% | +13+1.6% | Added |
| Cowa, LLC | 806 | $386.2K | 0.10% | −58−6.7% | Reduced |
| Chatham Capital Group, Inc. | 808 | $387.2K | 0.06% | −30−3.6% | Reduced |
| Cannon Wealth Management Services, LLC | 808 | $387.2K | 0.26% | +103+14.6% | Added |
| Ferguson Shapiro LLC | 809 | $387.7K | 0.12% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 809 | $387.7K | 0.24% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 811 | $388.6K | 0.07% | 00.0% | Unchanged |
| Key Capital Management, INC | 812 | $389.1K | 0.26% | +355+77.7% | Added |
| Kessler Investment Group, LLC | 814 | $390.1K | 0.18% | −114−12.3% | Reduced |
| Hager Investment Management Services, LLC | 814 | $390.1K | 0.21% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 814 | $390.1K | 0.21% | +82+11.2% | Added |
| Concorde Asset Management, LLC | 815 | $390.5K | 0.19% | −765−48.4% | Reduced |
| BNC Wealth Management, LLC | 816 | $391.0K | 0.11% | −48−5.6% | Reduced |
| Evolution Wealth Management Inc. | 816 | $391.0K | 0.29% | +152+22.9% | Added |
| Ibex Wealth Advisors | 816 | $391.0K | 0.04% | +816 | New |
| Kagan Cocozza Asset Management | 820 | $392.9K | 0.28% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 821 | $393.4K | 0.24% | +16+2.0% | Added |
| Providence Capital Advisors, LLC | 822 | $393.9K | 0.06% | −330−28.6% | Reduced |
| MontVue Capital Management, Inc. | 823 | $394.4K | 0.27% | −40−4.6% | Reduced |
| Mason & Associates, LLC | 823 | $394.4K | 0.09% | +68+9.0% | Added |
| Level Wealth Management LLC | 824 | $394.9K | 0.18% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 824 | $394.9K | 0.28% | +26+3.3% | Added |
| RHS Financial, LLC | 824 | $394.9K | 0.19% | +90+12.3% | Added |
| Mad River Investors | 825 | $395.3K | 0.14% | −300−26.7% | Reduced |
| Cornerstone Financial Management LLC | 826 | $395.8K | 0.36% | +19+2.4% | Added |
| Aspire Private Capital, LLC | 826 | $395.9K | 0.09% | +10+1.2% | Added |
| Kerr Financial Planning Corp | 830 | $396.7K | 0.49% | +9+1.1% | Added |
| Saxon Interests, Inc. | 828 | $396.8K | 0.14% | +67+8.8% | Added |
| ADG Wealth Management Group, LLC | 828 | $396.8K | 0.27% | +73+9.7% | Added |
| Granville Capital, Inc. | 829 | $397.3K | 0.21% | −127−13.3% | Reduced |
| Next Level Wealth Planning, LLC | 829 | $397.3K | 0.20% | +7+0.9% | Added |
| Widmann Financial Services, Inc. | 830 | $397.7K | 0.24% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 833 | $399.2K | 0.33% | +8+1.0% | Added |
| Keener Financial Planning LLC | 836 | $400.0K | 0.17% | −11−1.3% | Reduced |
| Seven Springs Wealth Group, LLC | 835 | $400.1K | 0.09% | −120−12.6% | Reduced |
| Mills Wealth Advisors LLC | 836 | $400.6K | 0.14% | +5+0.6% | Added |
| Cloud Capital Management, LLC | 838 | $401.0K | 0.17% | +152+22.2% | Added |
| Rockline Wealth Management, LLC | 840 | $402.5K | 0.09% | −138−14.1% | Reduced |
| American Wealth Advisors, LLC | 840 | $402.5K | 0.42% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 843 | $403.9K | 0.18% | +202+31.5% | Added |
| Valued Wealth Advisors LLC | 845 | $404.9K | 0.16% | −34−3.9% | Reduced |
| Reliant Investment Management, LLC | 845 | $404.9K | 0.20% | +211+33.3% | Added |
| Discipline Wealth Solutions, LLC | 846 | $405.4K | 0.04% | +846 | New |
| Strathmore Capital Advisors, Inc. | 864 | $405.5K | 0.11% | +20+2.4% | Added |
| American Capital Advisory, LLC | 848 | $406.4K | 0.16% | −224−20.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 849 | $406.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 849 | $406.8K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 849 | $406.8K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 855 | $407.3K | 0.22% | −877−50.6% | Reduced |
| Fortis Advisors, LLC | 851 | $407.8K | 0.20% | −5−0.6% | Reduced |
| 17 Capital Partners, LLC | 852 | $408.3K | 0.21% | +11+1.3% | Added |
| Lighthouse Financial LLC | 852 | $408.3K | 0.25% | +152+21.7% | Added |
| ICW Investment Advisors LLC | 853 | $408.6K | 0.15% | +853 | New |
| Single Point Partners, LLC | 853 | $408.8K | 0.08% | −12−1.4% | Reduced |
| Hobart Private Capital, LLC | 854 | $409.2K | 0.08% | +159+22.9% | Added |
| Stone Point Wealth LLC | 855 | $409.7K | 0.11% | −60−6.6% | Reduced |
| Old Point Trust & Financial Services N A | 855 | $409.7K | 0.13% | −30−3.4% | Reduced |
| Finer Wealth Management, Inc. | 856 | $410.2K | 0.21% | +856 | New |
| Sagace Wealth Management LLC | 858 | $411.2K | 0.28% | +62+7.8% | Added |
| marrick wealth, LLC | 859 | $411.6K | 0.35% | −18−2.1% | Reduced |
| Note Advisors, LLC | 859 | $411.7K | 0.21% | 00.0% | Unchanged |
| Refined Wealth Management | 860 | $412.1K | 0.26% | 00.0% | Unchanged |
| Barings LLC | 860 | $412.1K | 0.01% | +7+0.8% | Added |
| Builder Investment Group Inc | 862 | $413.1K | 0.09% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 864 | $413.6K | 0.08% | −4−0.5% | Reduced |