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 |
|---|---|---|---|---|---|
| Astoria Strategic Wealth, Inc. | 864 | $414.0K | 0.11% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 864 | $414.0K | 0.28% | +32+3.8% | Added |
| Eaton-Cambridge Inc. | 869 | $416.4K | 0.13% | +130+17.6% | Added |
| BankPlus Wealth Management LLC | 870 | $416.9K | 0.22% | +870 | New |
| jvl associates llc | 872 | $417.9K | 0.14% | +63+7.8% | Added |
| Addison Capital Co | 873 | $418.3K | 0.07% | +45+5.4% | Added |
| Innovative Wealth Building LLC | 873 | $418.3K | 0.29% | +60+7.4% | Added |
| Tucker Asset Management LLC | 874 | $418.8K | 0.13% | −15−1.7% | Reduced |
| Bay Rivers Group | 874 | $418.8K | 0.17% | 00.0% | Unchanged |
| AJ Advisors, LLC | 876 | $419.8K | 0.16% | +32+3.8% | Added |
| Orion Capital Management LLC | 877 | $420.3K | 0.15% | −85−8.8% | Reduced |
| Curio Wealth, LLC | 880 | $421.7K | 0.14% | +9+1.0% | Added |
| Emergent Wealth Advisors, LLC | 880 | $421.7K | 0.25% | +187+27.0% | Added |
| SilverOak Wealth Management LLC | 881 | $422.2K | 0.07% | −408−31.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 881 | $422.2K | 0.15% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 883 | $423.1K | 0.07% | −775−46.7% | Reduced |
| Accelerate Investment Advisors LLC | 885 | $424.1K | 0.28% | +2+0.2% | Added |
| Ehrlich Financial Group | 885 | $424.1K | 0.24% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 886 | $424.6K | 0.19% | +6+0.7% | Added |
| Guardian Capital, LLC | 890 | $426.5K | 0.41% | −704−44.2% | Reduced |
| Diamant Asset Management, Inc. | 426,488 | $426.5K | 0.31% | +425,098+30,582.6% | Added |
| Presper Financial Architects, LLC | 891 | $427.0K | 0.25% | −67−7.0% | Reduced |
| Morling Financial Advisors, LLC | 891 | $427.0K | 0.13% | −9−1.0% | Reduced |
| Woodward Diversified Capital, LLC | 900 | $427.1K | 0.19% | −32−3.4% | Reduced |
| Asset Allocation Strategies LLC | 892 | $427.4K | 0.08% | +5+0.6% | Added |
| LVZ Advisors, Inc. | 892 | $427.4K | 0.05% | +16+1.8% | Added |
| Collaborative Wealth Managment Inc. | 893 | $427.9K | 0.20% | −801−47.3% | Reduced |
| ELCO Management Co., LLC | 895 | $428.9K | 0.21% | 00.0% | Unchanged |
| Roxbury Financial LLC | 896 | $429.4K | 0.39% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 897 | $429.8K | 0.13% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 885 | $430.3K | 0.23% | +36+4.2% | Added |
| Zevin Asset Management LLC | 899 | $430.8K | 0.06% | −109−10.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 899 | $430.8K | 0.13% | −2−0.2% | Reduced |
| Ackerman Asset Management, LLC | 900 | $431.3K | 0.30% | −53−5.6% | Reduced |
| Lifelong Wealth Advisors, Inc. | 902 | $432.2K | 0.12% | −4−0.4% | Reduced |
| DeLarme Wealth Management, Inc. | 902 | $432.2K | 0.28% | +2+0.2% | Added |
| Prospect Financial Services LLC | 903 | $432.7K | 0.26% | −83−8.4% | Reduced |
| Premier Private Wealth Management LLC | 903 | $432.7K | 0.46% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 905 | $433.0K | 0.18% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 905 | $433.7K | 0.03% | −22−2.4% | Reduced |
| Astra Wealth Partners LLC | 906 | $434.2K | 0.27% | +25+2.8% | Added |
| GK Wealth Management LLC | 916 | $434.8K | 0.38% | −633−40.9% | Reduced |
| DWR Wealth Management, LLC | 916 | $434.8K | 0.38% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 915 | $438.5K | 0.14% | −68−6.9% | Reduced |
| Left Brain Wealth Management, LLC | 916 | $438.9K | 0.17% | −120−11.6% | Reduced |
| Brown Wealth Management, LLC | 916 | $438.9K | 0.11% | +162+21.5% | Added |
| American National Bank of Texas | 917 | $439.4K | 0.42% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 917 | $439.4K | 0.14% | −4−0.4% | Reduced |
| Golden Bell Financial Planning LLC | 918 | $439.9K | 0.35% | 00.0% | Unchanged |
| Berkshire Bank | 919 | $440.4K | 0.09% | −100−9.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 920 | $440.9K | 0.19% | −160−14.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 920 | $440.9K | 0.12% | −25−2.6% | Reduced |
| City Center Advisors, LLC | 920 | $440.9K | 0.41% | +21+2.3% | Added |
| Adell Harriman & Carpenter Inc | 925 | $443.3K | 0.03% | −285−23.6% | Reduced |
| Precedent Wealth Partners, LLC | 926 | $443.7K | 0.09% | −5−0.5% | Reduced |
| New England Capital Financial Advisors LLC | 926 | $443.7K | 0.12% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 928 | $444.7K | 0.08% | +464+100.0% | Added |
| Tobias Financial Advisors, Inc. | 930 | $445.7K | 0.06% | −311−25.1% | Reduced |
| Hopwood Nicholas Hunter | 933 | $447.1K | 0.14% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 933 | $447.1K | 0.25% | +68+7.9% | Added |
| Tamar Securities, LLC | 937 | $449.0K | 0.05% | +266+39.6% | Added |
| Sachetta, LLC | 939 | $449.9K | 0.24% | +53+6.0% | Added |
| ONE Advisory Partners, LLC | 941 | $450.9K | 0.14% | 00.0% | Unchanged |
| Hara Capital LLC | 942 | $451.4K | 0.23% | −50−5.0% | Reduced |
| Wilkins Miller Wealth Management, LLC | 942 | $451.4K | 0.27% | +265+39.1% | Added |
| Renaissance Investment Group LLC | 945 | $452.8K | 0.10% | −320−25.3% | Reduced |
| Boyd Wealth Management, LLC | 945 | $452.8K | 0.19% | 00.0% | Unchanged |
| Alpha Zero LLC | 945 | $452.8K | 0.23% | +58+6.5% | Added |
| Griffith & Werner, Inc. | 947 | $453.8K | 0.22% | 00.0% | Unchanged |
| Custos Family Office, LLC | 947 | $453.8K | 0.31% | +70+8.0% | Added |
| Yukon Wealth Management, Inc. | 948 | $454.3K | 0.27% | +10+1.1% | Added |
| Cox Capital Mgt LLC | 950 | $455.2K | 0.30% | 00.0% | Unchanged |
| Investment Management Associates Inc | 952 | $456.2K | 0.12% | −1,184−55.4% | Reduced |
| United Financial Planning Group LLC | 952 | $456.2K | 0.27% | +46+5.1% | Added |
| Avid Wealth Partners LLC | 954 | $457.2K | 0.22% | −94−9.0% | Reduced |
| Kings Path Partners LLC | 955 | $457.6K | 0.16% | 00.0% | Unchanged |
| Moller Financial Services | 955 | $457.6K | 0.09% | +16+1.7% | Added |
| Asio Capital, LLC | 956 | $458.1K | 0.06% | −55−5.4% | Reduced |
| L.K. Benson & Company, P.C. | 956 | $458.1K | 0.15% | 00.0% | Unchanged |
| Axim Planning & Wealth | 956 | $458.1K | 0.56% | +234+32.4% | Added |
| Richard C. Young & CO., LTD. | 956 | $458.3K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 959 | $459.6K | 0.72% | −3−0.3% | Reduced |
| Panoramic Capital Partners, LLC | 964 | $461.9K | 0.28% | +90+10.3% | Added |
| Northern Oak Wealth Management Inc | 966 | $462.9K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 966 | $462.9K | 0.17% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 967 | $463.6K | 0.11% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 976 | $464.5K | 0.20% | +50+5.4% | Added |
| US Asset Management LLC | 971 | $465.3K | 0.40% | −19−1.9% | Reduced |
| Clark Financial Services Group Inc | 972 | $465.8K | 0.26% | −146−13.1% | Reduced |
| Mullaney, Keating & Wright, Inc. | 972 | $465.8K | 0.25% | +68+7.5% | Added |
| Second Half Financial Partners, LLC | 975 | $467.2K | 0.21% | +361+58.8% | Added |
| Dogwood Wealth Management LLC | 977 | $468.2K | 0.20% | −323−24.8% | Reduced |
| Davis-Rea Ltd. | 977 | $468.2K | 0.12% | −50−4.9% | Reduced |
| Hobbs Group Advisors, LLC | 977 | $468.3K | 0.14% | +523+115.2% | Added |
| Synergy Investment Management, LLC | 979 | $469.1K | 0.15% | +46+4.9% | Added |
| Caerus Investment Advisors, LLC | 980 | $469.6K | 0.20% | −1,454−59.7% | Reduced |
| APCM Wealth Management for Individuals | 980 | $469.6K | 0.06% | −7−0.7% | Reduced |
| Atlas Private Wealth Advisors | 981 | $470.1K | 0.11% | +45+4.8% | Added |
| Postrock Partners LLC | 981 | $470.1K | 0.22% | 00.0% | Unchanged |
| Retirement Management Systems Inc. | 982 | $470.6K | 0.11% | 00.0% | Unchanged |