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 |
|---|---|---|---|---|---|
| GEM Asset Management, LLC | 1,178 | $589.5K | 0.23% | −20−1.7% | Reduced |
| Sims Investment Management, LLC | 1,179 | $590.0K | 0.18% | +100+9.3% | Added |
| Viewpoint Capital Management LLC | 1,182 | $591.5K | 0.30% | +36+3.1% | Added |
| Independent Solutions Wealth Management, LLC | 1,182 | $591.5K | 0.08% | +413+53.7% | Added |
| Villere St Denis J & Co LLC | 1,183 | $592.0K | 0.07% | −170−12.6% | Reduced |
| Brickley Wealth Management | 1,183 | $592.0K | 0.09% | −45−3.7% | Reduced |
| Hurley Capital, LLC | 1,184 | $592.5K | 0.31% | +23+2.0% | Added |
| Renaissance Investment Group LLC | 1,185 | $592.9K | 0.12% | +240+25.4% | Added |
| HMV Wealth Advisors, LLC | 1,185 | $593.0K | 0.23% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 1,186 | $593.5K | 0.10% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,186 | $593.5K | 0.39% | +159+15.5% | Added |
| Gray Private Wealth, LLC | 1,188 | $594.5K | 0.26% | 00.0% | Unchanged |
| Finward Bancorp | 1,188 | $594.5K | 0.45% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 1,192 | $596.5K | 1.09% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,195 | $598.0K | 0.25% | +220+22.6% | Added |
| Attessa Capital LLC | 1,198 | $599.5K | 0.27% | +5+0.4% | Added |
| Virtue Capital Management, LLC | 1,198 | $599.5K | 0.08% | +23+2.0% | Added |
| Aspen Capital Management, LLC | 1,198 | $599.5K | 0.13% | +120+11.1% | Added |
| Winter & Associates, Inc. | 1,198 | $599.5K | 0.45% | +44+3.8% | Added |
| Truefg, LLC | 1,199 | $600.0K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 1,199 | $600.0K | 0.02% | +163+15.7% | Added |
| Accuvest Global Advisors | 1,200 | $600.0K | 0.52% | −4−0.3% | Reduced |
| Traub Capital Management LLC | 1,199 | $600.0K | 0.54% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,200 | $600.5K | 0.13% | −300−20.0% | Reduced |
| Cutler Capital Management, LLC | 1,200 | $600.5K | 0.16% | −130−9.8% | Reduced |
| Windsor Capital Management, LLC | 1,200 | $600.5K | 0.16% | 00.0% | Unchanged |
| Noble Wealth Partners LLC | 1,202 | $601.6K | 0.52% | +1,202 | New |
| Cornerstone Planning Group LLC | 1,231 | $602.4K | 0.08% | +40+3.4% | Added |
| 3 Factor Indexing, LLC | 1,206 | $603.5K | 0.51% | 00.0% | Unchanged |
| Theory Financial LLC | 1,208 | $604.5K | 0.19% | −15−1.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,223 | $605.3K | 0.18% | −146−10.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,210 | $605.5K | 0.01% | −5−0.4% | Reduced |
| Sara-Bay Financial | 1,210 | $605.5K | 0.16% | +60+5.2% | Added |
| Hilltop Wealth Advisors, LLC | 1,210 | $605.5K | 0.30% | +389+47.4% | Added |
| Cedar Wealth Management, LLC | 1,212 | $606.5K | 0.16% | 00.0% | Unchanged |
| Friday Financial | 1,204 | $606.8K | 0.16% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,213 | $607.0K | 0.19% | 00.0% | Unchanged |
| Insight Financial Services | 1,213 | $607.0K | 0.29% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 1,214 | $607.5K | 0.32% | −269−18.1% | Reduced |
| Fusion Family Wealth LLC | 1,216 | $608.5K | 0.04% | 00.0% | Unchanged |
| Forge Financial Services LLC | 1,216 | $608.5K | 0.05% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,216 | $608.5K | 0.42% | +33+2.8% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,218 | $609.5K | 0.49% | 00.0% | Unchanged |
| Matauro, LLC | 1,220 | $610.5K | 0.08% | −208−14.6% | Reduced |
| Intellus Advisors LLC | 1,220 | $610.5K | 0.07% | −11−0.9% | Reduced |
| Rock Point Advisors, LLC | 1,220 | $610.5K | 0.15% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,223 | $612.0K | 0.35% | −225−15.5% | Reduced |
| Evansbrook LLC | 1,224 | $612.5K | 0.37% | −5−0.4% | Reduced |
| Private Capital Management, LLC | 1,225 | $613.0K | 0.06% | −35−2.8% | Reduced |
| PACK Private Wealth, LLC | 1,225 | $613.0K | 0.25% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,225 | $613.0K | 0.08% | +100+8.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $613.5K | 0.23% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,231 | $615.2K | 0.05% | −168−12.0% | Reduced |
| Karras Company, Inc. | 1,230 | $615.5K | 0.56% | −84−6.4% | Reduced |
| HFG Advisors, Inc. | 1,230 | $615.5K | 0.38% | +18+1.5% | Added |
| Everest Management Corp. | 1,231 | $616.0K | 0.23% | +87+7.6% | Added |
| Financial Council Asset Management Inc | 1,232 | $616.5K | 0.20% | −40−3.1% | Reduced |
| Permanens Capital L.P. | 1,233 | $617.0K | 0.06% | −18,587−93.8% | Reduced |
| Capital Counsel LLC | 1,237 | $619.0K | 0.02% | −102−7.6% | Reduced |
| Thrive Capital Management, LLC | 1,238 | $619.2K | 0.12% | +84+7.3% | Added |
| Carr Financial Group Corp | 1,239 | $620.0K | 0.14% | −171−12.1% | Reduced |
| RBF Capital, LLC | 1,241 | $621.0K | 0.03% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,241 | $621.0K | 0.71% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,242 | $621.4K | 0.34% | +255+25.8% | Added |
| Leeward Financial Partners, LLC | 1,245 | $622.9K | 0.16% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 1,246 | $623.5K | 0.19% | −124−9.1% | Reduced |
| Gouws Capital LLC | 1,246 | $623.5K | 0.29% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,247 | $624.0K | 0.18% | −446−26.3% | Reduced |
| Doliver Advisors, LP | 1,248 | $624.5K | 0.14% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,248 | $624.5K | 0.23% | +4+0.3% | Added |
| Gleason Group, Inc. | 1,248 | $624.5K | 0.05% | +25+2.0% | Added |
| Congress Asset Management Co | 1,250 | $625.5K | 0.00% | 00.0% | Unchanged |
| Advisory Solutions Group, LLC | 1,250 | $625.5K | 0.21% | +1,250 | New |
| R. W. Roge & Company, Inc. | 1,252 | $626.0K | 0.27% | −12−0.9% | Reduced |
| Morris Financial Concepts, Inc. | 1,255 | $628.0K | 0.19% | +120+10.6% | Added |
| Invenio Wealth Partners LLC | 1,256 | $628.5K | 0.23% | −10−0.8% | Reduced |
| NerdWallet Wealth Partners, LLC | 1,257 | $629.0K | 0.22% | +114+10.0% | Added |
| Kondo Wealth Advisors, Inc. | 1,258 | $629.5K | 0.21% | −32−2.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,261 | $631.0K | 0.14% | −315−20.0% | Reduced |
| Andrews Advisory Associates, LLC | 1,261 | $631.0K | 0.30% | −48−3.7% | Reduced |
| Concentrum Wealth Management | 1,262 | $631.5K | 0.15% | +134+11.9% | Added |
| Strategic Planning Group, LLC | 1,263 | $632.2K | 0.07% | −3−0.2% | Reduced |
| Bellevue Asset Management, LLC | 1,264 | $632.5K | 0.29% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 1,264 | $632.5K | 0.18% | +216+20.6% | Added |
| Pines Wealth Management, LLC | 1,267 | $634.0K | 0.18% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,268 | $634.5K | 0.13% | −21−1.6% | Reduced |
| Bingham Private Wealth, LLC | 1,269 | $635.0K | 0.44% | +13+1.0% | Added |
| Heritage Wealth Management, Inc. | 1,270 | $635.5K | 0.32% | +139+12.3% | Added |
| Atlas Private Wealth Advisors | 1,271 | $636.0K | 0.14% | +290+29.6% | Added |
| MQS Management LLC | 1,272 | $636.5K | 0.78% | −342−21.2% | Reduced |
| Johnson Wealth Management, LLC | 1,273 | $637.0K | 0.27% | −12−0.9% | Reduced |
| Mills Wealth Advisors LLC | 1,274 | $637.5K | 0.20% | +438+52.4% | Added |
| Pacific Capital Partners Ltd | 1,276 | $638.5K | 0.55% | −1,710−57.3% | Reduced |
| Horizon Bancorp Inc | 1,280 | $640.0K | 0.30% | −182−12.4% | Reduced |
| Avos Capital Management, LLC | 1,280 | $640.5K | 0.27% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,285 | $643.0K | 0.06% | +10+0.8% | Added |
| GFI Investment Counsel Ltd. | 1,289 | $645.0K | 0.09% | −15−1.2% | Reduced |
| Bank & Trust Co | 1,289 | $645.0K | 0.41% | +57+4.6% | Added |
| Accretive Wealth Partners, LLC | 1,289 | $645.0K | 0.16% | +149+13.1% | Added |
| Elefante Mark B | 1,290 | $645.5K | 0.28% | +85+7.1% | Added |