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 |
|---|---|---|---|---|---|
| Farrow Financial Inc. | 983 | $471.1K | 0.27% | −40−3.9% | Reduced |
| Integrated Wealth Management | 984 | $471.5K | 0.54% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 984 | $471.5K | 0.14% | −44−4.3% | Reduced |
| Prudent Investors Network | 985 | $472.0K | 0.10% | −124−11.2% | Reduced |
| Frazier Financial Advisors, LLC | 985 | $472.1K | 0.26% | +106+12.1% | Added |
| Nolet Wealth Management, LLC | 987 | $472.9K | 0.27% | −192−16.3% | Reduced |
| Noble Wealth Management PBC | 987 | $473.0K | 0.24% | +16+1.6% | Added |
| Tull Financial Group, Inc. | 988 | $473.4K | 0.21% | −4−0.4% | Reduced |
| Thompson Investment Management, Inc. | 988 | $473.4K | 0.06% | +315+46.8% | Added |
| Renaissance Group LLC | 998 | $473.7K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 992 | $475.4K | 0.11% | +202+25.6% | Added |
| Horizons Wealth Management | 993 | $475.8K | 0.32% | −475−32.4% | Reduced |
| Joule Financial, LLC | 994 | $476.3K | 0.14% | +49+5.2% | Added |
| Advus Financial Partners, LLC | 998 | $478.2K | 0.18% | 00.0% | Unchanged |
| American Asset Management Inc. | 999 | $478.7K | 0.42% | −9−0.9% | Reduced |
| Wallington Asset Management, LLC | 1,000 | $479.2K | 0.06% | −903−47.5% | Reduced |
| Night Owl Capital Management, LLC | 1,000 | $479.2K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 1,000 | $479.2K | 0.45% | +1,000 | New |
| Trask Adam Roland | 1,000 | $479.2K | 0.45% | +1,000 | New |
| Pinnacle Family Advisors, LLC | 1,001 | $479.7K | 0.23% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,001 | $479.7K | 0.15% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,002 | $480.2K | 0.26% | 00.0% | Unchanged |
| Seek First Inc. | 1,002 | $480.2K | 0.34% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,005 | $481.6K | 0.12% | +9+0.9% | Added |
| DiPaolo Financial Group, Inc. | 1,006 | $482.1K | 0.35% | +120+13.5% | Added |
| Daytona Street Capital LLC | 1,005 | $482.2K | 0.39% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 1,011 | $484.5K | 0.21% | −53−5.0% | Reduced |
| McGuire Capital Advisors Inc | 1,012 | $484.9K | 0.31% | +20+2.0% | Added |
| Syntax Research, Inc. | 1,012 | $485.0K | 0.31% | −12−1.2% | Reduced |
| Petros Family Wealth, LLC | 1,014 | $485.9K | 0.35% | −467−31.5% | Reduced |
| BCO Wealth Management LLC | 1,019 | $488.3K | 0.29% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,020 | $488.8K | 0.05% | −16−1.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,020 | $488.8K | 0.22% | +8+0.8% | Added |
| Lighthouse Financial Services Inc | 1,026 | $490.0K | 0.11% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,023 | $490.2K | 0.09% | +113+12.4% | Added |
| Entelevest, LLC | 1,023 | $490.2K | 0.50% | +176+20.8% | Added |
| Peterson Wealth Advisors, LLC | 1,025 | $491.2K | 0.07% | +8+0.8% | Added |
| Plotkin Financial Advisors, LLC | 1,026 | $491.7K | 0.25% | +47+4.8% | Added |
| Slocum, Gordon & Co LLP | 1,027 | $492.1K | 0.33% | −100−8.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,030 | $493.5K | 0.16% | +78+8.2% | Added |
| Vigilare Wealth Management | 1,030 | $493.6K | 0.17% | +25+2.5% | Added |
| Market Street Wealth Management Advisors LLC | 1,030 | $493.6K | 0.08% | +109+11.8% | Added |
| Wellington-Altus USA Inc. | 990 | $495.4K | 0.29% | −115−10.4% | Reduced |
| Kennedy Investment Group | 1,034 | $495.5K | 0.19% | −1−0.1% | Reduced |
| Sidoxia Capital Management, LLC | 1,034 | $495.5K | 0.43% | +1,034 | New |
| Oregon Pacific Wealth Management, LLC | 1,035 | $496.0K | 0.52% | −190−15.5% | Reduced |
| Balentine LLC | 1,036 | $496.5K | 0.02% | −43−4.0% | Reduced |
| Fischer Financial Services, Inc. | 1,038 | $497.4K | 0.17% | −10,387−90.9% | Reduced |
| Brogan Financial, Inc. | 1,038 | $497.4K | 0.22% | +2+0.2% | Added |
| Geometric Wealth Advisors | 1,038 | $497.4K | 0.06% | +51+5.2% | Added |
| von Borstel & Associates, Inc. | 1,040 | $498.0K | 0.11% | +106+11.3% | Added |
| Madrid Wealth Management, LLC | 1,041 | $498.8K | 0.38% | +408+64.5% | Added |
| SkyView Investment Advisors, LLC | 1,041 | $499.0K | 0.07% | +126+13.8% | Added |
| Chico Wealth RIA | 1,043 | $499.8K | 0.31% | +12+1.2% | Added |
| Crews Bank & Trust | 1,044 | $500.3K | 0.07% | −3−0.3% | Reduced |
| Benchmark Investment Advisors LLC | 1,046 | $501.2K | 0.29% | +1,046 | New |
| TSA Wealth Managment LLC | 1,048 | $502.2K | 0.16% | +128+13.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,048 | $502.3K | 0.77% | −257−19.7% | Reduced |
| Daner Wealth Management, LLC | 1,037 | $502.9K | 0.30% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 1,051 | $503.6K | 0.21% | +26+2.5% | Added |
| Entrewealth, LLC | 1,051 | $503.6K | 0.23% | +78+8.0% | Added |
| TT Capital Management LLC | 1,051 | $503.8K | 0.42% | +1,051 | New |
| R Squared Ltd | 1,053 | $504.6K | 0.28% | +1,053 | New |
| Climber Capital SA | 1,054 | $504.8K | 0.33% | +300+39.8% | Added |
| Monument Capital Management | 1,056 | $506.0K | 0.13% | +14+1.3% | Added |
| Investment Advisory Services Group LLC | 1,058 | $506.8K | 0.44% | −2,314−68.6% | Reduced |
| Mustico Financial Group, Inc. | 1,083 | $509.1K | 0.38% | +76+7.5% | Added |
| Affinity Wealth Management LLC | 1,064 | $509.9K | 0.08% | +54+5.3% | Added |
| Summit Financial Consulting LLC | 1,068 | $511.8K | 0.37% | −50−4.5% | Reduced |
| Thayer Partners, LLC | 1,068 | $511.8K | 0.24% | +87+8.9% | Added |
| Graney & King, LLC | 1,069 | $512.3K | 0.28% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,069 | $512.3K | 0.51% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,071 | $513.2K | 0.07% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,072 | $513.7K | 0.28% | 00.0% | Unchanged |
| Creekside Partners | 1,072 | $513.7K | 0.21% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 1,075 | $515.1K | 0.32% | +126+13.3% | Added |
| Gibson Wealth Advisors LLC | 1,075 | $515.1K | 0.35% | +200+22.9% | Added |
| Leslie Global Wealth, LLC | 1,076 | $515.6K | 0.27% | +36+3.5% | Added |
| Passive Capital Management, LLC. | 1,076 | $515.6K | 0.15% | +123+12.9% | Added |
| Cpwa, LLC | 1,076 | $516.0K | 0.62% | +1,076 | New |
| Aspen Capital Management, LLC | 1,078 | $516.6K | 0.13% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 1,079 | $517.1K | 0.19% | −10−0.9% | Reduced |
| Detalus Advisors, LLC | 1,081 | $518.0K | 0.12% | +1,081 | New |
| Ares Financial Consulting, LLC | 1,086 | $519.4K | 0.41% | +194+21.7% | Added |
| DiNuzzo Private Wealth, Inc. | 1,084 | $519.5K | 0.06% | 00.0% | Unchanged |
| RCW Management, LLC | 1,090 | $522.3K | 0.54% | −73−6.3% | Reduced |
| Chapman Investment Management, LLC | 1,090 | $522.3K | 0.43% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,092 | $523.3K | 0.22% | 00.0% | Unchanged |
| Private Client Services, LLC | 1,093 | $523.8K | 0.16% | −139−11.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 1,093 | $523.8K | 0.35% | +55+5.3% | Added |
| Collaborative Fund Advisors, LLC | 1,094 | $524.2K | 0.32% | +1,094 | New |
| Myecfo, LLC | 1,095 | $524.7K | 0.22% | 00.0% | Unchanged |
| Aspirean Wealth, LLC | 1,095 | $524.7K | 0.57% | +7+0.6% | Added |
| BCM Advisors, LLC | 1,120 | $524.7K | 0.10% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,096 | $525.2K | 0.29% | +67+6.5% | Added |
| Greenup Street Wealth Management LLC | 1,097 | $525.5K | 0.07% | −572−34.3% | Reduced |
| Roan Capital Partners | 1,097 | $525.7K | 0.49% | +1,097 | New |
| First Growth Capital LLC | 1,099 | $525.9K | 0.48% | 00.0% | Unchanged |
| W Advisors, LLC | 1,098 | $526.2K | 0.27% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,099 | $526.6K | 0.46% | −2,697−71.0% | Reduced |