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; 4,928 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, Q2 2026
Institutional positions in Berkshire Hathaway Inc as of Jun 30, 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
- 4,928
- +100 vs. Q1 2026
- Shares held
- 921.4M
- +11.2M (+1.2%) vs. Q1 2026
- Total value
- $460.4B
- +$24.8B (+5.7%) vs. Q1 2026
- New holders
- 225
- 2,021 more added
- Sold out
- 125
- 1,997 more reduced
59 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $253.0B |
| Q3 2021 | 3,018 | $233.6B |
| Q2 2021 | 3,044 | $243.1B |
| Q1 2021 | 3,003 | $225.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 1,064 | $531.0K | 0.19% | +226+27.0% | Added |
| Foguth Wealth Management, LLC. | 1,081 | $531.0K | 0.06% | −78−6.7% | Reduced |
| Golden Road Advisors LLC | 1,063 | $531.9K | 0.26% | −52−4.7% | Reduced |
| Myecfo, LLC | 1,066 | $533.4K | 0.20% | −29−2.6% | Reduced |
| Greenup Street Wealth Management LLC | 1,067 | $534.1K | 0.06% | −30−2.7% | Reduced |
| Graney & King, LLC | 1,069 | $534.9K | 0.19% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,069 | $534.9K | 0.24% | +199+22.9% | Added |
| Heritage Oak Wealth Advisors LLC | 1,070 | $535.5K | 0.16% | +40+3.9% | Added |
| Creekside Partners | 1,072 | $536.4K | 0.19% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 1,083 | $536.4K | 0.37% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,073 | $536.9K | 0.32% | −32−2.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 1,074 | $537.4K | 0.43% | +5+0.5% | Added |
| Tamar Securities, LLC | 1,078 | $539.5K | 0.05% | +141+15.0% | Added |
| Macro Advisors, Inc. | 1,079 | $539.9K | 0.17% | −34−3.1% | Reduced |
| Leslie Global Wealth, LLC | 1,079 | $539.9K | 0.21% | +3+0.3% | Added |
| Detalus Advisors, LLC | 1,081 | $540.9K | 0.11% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,081 | $540.9K | 0.17% | +51+5.0% | Added |
| Enzi Wealth | 1,102 | $541.2K | 0.17% | −10−0.9% | Reduced |
| First Growth Capital LLC | 1,084 | $542.4K | 0.41% | −15−1.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,084 | $542.4K | 0.05% | 00.0% | Unchanged |
| Cpwa, LLC | 1,087 | $543.9K | 0.63% | +11+1.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,088 | $544.5K | 0.74% | +40+3.8% | Added |
| RCW Management, LLC | 1,090 | $545.4K | 0.49% | 00.0% | Unchanged |
| Willow Creek Capital Management, Inc. | 1,090 | $545.4K | 0.53% | +1,090 | New |
| New England Professional Planning Group Inc. | 1,092 | $546.4K | 0.20% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,093 | $546.9K | 0.32% | 00.0% | Unchanged |
| Aspirean Wealth, LLC | 1,095 | $547.9K | 0.51% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,097 | $548.9K | 0.26% | −6,898−86.3% | Reduced |
| Sylvest Advisors, LLC | 1,097 | $548.9K | 0.25% | −908−45.3% | Reduced |
| W Advisors, LLC | 1,098 | $549.4K | 0.25% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 1,099 | $550.0K | 0.32% | +214+24.2% | Added |
| Ledgewood Wealth Advisors, LLC | 1,100 | $550.4K | 0.29% | −250−18.5% | Reduced |
| Ares Financial Consulting, LLC | 1,103 | $551.7K | 0.40% | +17+1.6% | Added |
| HWG Holdings LP | 1,103 | $551.9K | 0.12% | −504−31.4% | Reduced |
| OneAscent Wealth Management LLC | 1,104 | $552.4K | 0.16% | +3+0.3% | Added |
| Argos Wealth Advisors, LLC | 1,105 | $552.9K | 0.15% | +1,105 | New |
| VCI Wealth Management LLC | 1,107 | $553.9K | 0.14% | +1,107 | New |
| BCM Advisors, LLC | 1,120 | $554.3K | 0.11% | 00.0% | Unchanged |
| Alpha Zero LLC | 1,126 | $555.3K | 0.21% | +181+19.2% | Added |
| RF&L Wealth Management, LLC | 1,112 | $556.4K | 0.38% | −20−1.8% | Reduced |
| Trellis Wealth Advisors LLC | 1,115 | $557.9K | 0.19% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,116 | $558.4K | 0.15% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,116 | $558.4K | 0.89% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,116 | $558.4K | 0.21% | −166−12.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,117 | $558.9K | 0.26% | −23−2.0% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $559.9K | 0.07% | – | – |
| Highland Financial Advisors, LLC | 1,120 | $560.4K | 0.12% | −162−12.6% | Reduced |
| TradeWell Securities, LLC. | 1,121 | $560.9K | 0.20% | +70+6.7% | Added |
| Daytona Street Capital LLC | 1,140 | $562.4K | 0.41% | +135+13.4% | Added |
| John G Ullman & Associates Inc | 1,124 | $562.4K | 0.07% | −45−3.8% | Reduced |
| Peddock Capital Advisors, LLC | 1,124 | $562.4K | 0.11% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 1,125 | $562.9K | 0.36% | −945−45.7% | Reduced |
| TCP Asset Management, LLC | 1,126 | $563.4K | 0.06% | −38−3.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,126 | $563.4K | 0.13% | +200+21.6% | Added |
| Certior Financial Group, LLC | 1,128 | $564.4K | 0.31% | −2−0.2% | Reduced |
| Brown Wealth Management, LLC | 1,128 | $564.4K | 0.13% | +212+23.1% | Added |
| Atlas Wealth Partners, LLC | 1,130 | $565.4K | 0.62% | 00.0% | Unchanged |
| Red Reef Advisors LLC | 1,134 | $567.4K | 0.52% | −281−19.9% | Reduced |
| Challenger Wealth Management | 1,134 | $567.4K | 0.42% | −116−9.3% | Reduced |
| Napier Financial, LLC | 1,135 | $567.9K | 0.12% | −105−8.5% | Reduced |
| Mendel Capital Management LLC | 1,136 | $568.4K | 0.26% | −12−1.0% | Reduced |
| Tandem Financial, LLC | 1,138 | $569.4K | 0.18% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 1,138 | $569.4K | 0.30% | +6+0.5% | Added |
| Joseph P. Lucia & Associates, LLC | 1,139 | $569.9K | 0.17% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,140 | $570.4K | 0.10% | −73−6.0% | Reduced |
| Connecticut Capital Management Group, LLC | 1,140 | $570.4K | 0.46% | +2+0.2% | Added |
| West Paces Advisors Inc. | 1,140 | $570.4K | 0.10% | +17+1.5% | Added |
| Fusion Capital, LLC | 1,141 | $570.9K | 0.13% | 00.0% | Unchanged |
| Roan Capital Partners | 1,141 | $570.9K | 0.47% | +44+4.0% | Added |
| Henderson Brothers Financial Partners, LLC | 1,141 | $570.9K | 0.27% | −1,168−50.6% | Reduced |
| Instrumental Wealth, LLC | 1,142 | $571.4K | 0.29% | +67+6.2% | Added |
| Green Ridge Wealth Planning LLC | 1,143 | $571.9K | 0.24% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 1,143 | $571.9K | 0.11% | +42+3.8% | Added |
| Anson Capital, Inc. | 1,144 | $572.4K | 0.37% | +12+1.1% | Added |
| Aegis Wealth Management LLC | 1,144 | $572.4K | 0.27% | +1,144 | New |
| NFC Investments, LLC | 1,145 | $573.0K | 0.15% | −31−2.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,121 | $573.2K | 0.11% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 1,150 | $575.4K | 0.30% | +15+1.3% | Added |
| Timonier Family Office, LTD. | 1,150 | $575.4K | 0.16% | +1,150 | New |
| Kane Investment Management, Inc. | 1,151 | $575.9K | 0.25% | −38−3.2% | Reduced |
| Investors Asset Management of Georgia Inc | 1,154 | $577.5K | 0.20% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 1,155 | $578.0K | 0.15% | −1,585−57.8% | Reduced |
| Dividend Assets Capital, LLC | 1,155 | $578.0K | 0.11% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 1,159 | $579.0K | 0.06% | −50−4.1% | Reduced |
| Kilter Group LLC | 1,159 | $580.0K | 0.21% | −15−1.3% | Reduced |
| Holos Integrated Wealth LLC | 1,151 | $580.1K | 0.27% | +2+0.2% | Added |
| Richardson Financial Services Inc. | 1,161 | $581.0K | 0.33% | −36−3.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,162 | $581.5K | 0.37% | −27−2.3% | Reduced |
| Optimist Retirement Group LLC | 1,163 | $582.0K | 0.22% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,165 | $583.0K | 0.31% | −13−1.1% | Reduced |
| Redwood Financial Network Corp | 1,166 | $583.2K | 0.32% | −22−1.9% | Reduced |
| Clifford Group, LLC | 1,166 | $583.5K | 0.40% | −7−0.6% | Reduced |
| Lord & Richards Wealth Management, LLC | 1,167 | $584.0K | 0.46% | −74−6.0% | Reduced |
| Paulson Wealth Management Inc. | 1,167 | $584.0K | 0.12% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,168 | $584.3K | 0.19% | −140−10.7% | Reduced |
| Auctus Advisors LLC | 1,168 | $584.5K | 0.49% | −300−20.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,171 | $584.8K | 0.01% | −3,054−72.3% | Reduced |
| Payne Capital Management, LLC | 1,170 | $585.4K | 0.16% | −1,003−46.2% | Reduced |
| C2C Wealth Management, LLC | 1,170 | $585.5K | 0.46% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,174 | $587.5K | 0.35% | −30−2.5% | Reduced |