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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 1,291 | $645.8K | 0.26% | −36−2.7% | Reduced |
| Hamilton Wealth, LLC | 1,292 | $646.5K | 0.12% | −30−2.3% | Reduced |
| Aspen Wealth Strategies, LLC | 1,292 | $646.5K | 0.31% | +20+1.6% | Added |
| Cranbrook Wealth Management, LLC | 1,293 | $647.0K | 0.12% | +190+17.2% | Added |
| Stony Point Wealth Management Inc. | 1,294 | $647.5K | 0.23% | +61+4.9% | Added |
| Formulate Financial LLC | 1,295 | $648.0K | 0.68% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,296 | $648.5K | 0.24% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,296 | $648.5K | 0.30% | +99+8.3% | Added |
| Retirement Planning Co of New England, Inc. | 1,298 | $649.7K | 0.23% | −1−0.1% | Reduced |
| Grace & White Inc | 1,300 | $650.5K | 0.10% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 1,300 | $650.5K | 0.32% | 00.0% | Unchanged |
| Payden & Rygel | 1,300 | $651.0K | 0.05% | +1,300 | New |
| Wealth Science Advisors LLC | 1,301 | $651.0K | 0.29% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,302 | $651.5K | 0.22% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,360 | $651.7K | 0.02% | 00.0% | Unchanged |
| Bayban | 1,304 | $652.5K | 0.50% | 00.0% | Unchanged |
| Daybright Advisory Services, Inc. | 1,278 | $653.9K | 0.16% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 1,308 | $654.5K | 0.42% | +2+0.2% | Added |
| Hirtle Callaghan & Co LLC | 1,309 | $655.0K | 0.02% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 1,309 | $655.0K | 0.06% | +5+0.4% | Added |
| Copper Harbor Investment Advisors, LLC | 1,311 | $656.0K | 0.14% | +1,311 | New |
| Bell & Brown Wealth Advisors, LLC | 1,312 | $656.5K | 0.20% | −50−3.7% | Reduced |
| Bennett Associates Wealth Management | 1,313 | $657.0K | 0.41% | +1,313 | New |
| Independence Financial Advisors, LLC | 1,313 | $657.2K | 0.17% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,316 | $658.5K | 0.06% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,316 | $658.5K | 0.36% | +1+0.1% | Added |
| Exit Wealth Advisors, LLC. | 1,317 | $659.0K | 0.30% | +77+6.2% | Added |
| Itau Unibanco Holding S.A. | 1,319 | $660.0K | 0.01% | +1,308+11,890.9% | Added |
| Ameliora Wealth Management Ltd. | 1,320 | $660.5K | 0.20% | +10+0.8% | Added |
| waypoint wealth counsel | 1,321 | $660.9K | 0.41% | −935−41.4% | Reduced |
| Orin Green Financial, LLC | 1,321 | $661.0K | 0.24% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,323 | $662.0K | 0.33% | −39−2.9% | Reduced |
| TrustWell Financial Advisors, LLC | 1,324 | $662.5K | 0.56% | +111+9.2% | Added |
| SwitchPoint Financial Planning, LLC | 1,324 | $662.6K | 0.38% | +26+2.0% | Added |
| Wellington-Altus USA Inc. | 1,384 | $663.2K | 0.48% | +394+39.8% | Added |
| Kane Co Wealth Management, Inc. | 1,327 | $664.0K | 0.50% | +5+0.4% | Added |
| FMB Wealth Management | 1,334 | $667.5K | 0.25% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 1,337 | $669.0K | 0.19% | −81−5.7% | Reduced |
| Plotkin Financial Advisors, LLC | 1,337 | $669.0K | 0.28% | +311+30.3% | Added |
| Reston Wealth Management LLC | 1,337 | $669.0K | 0.18% | +353+35.9% | Added |
| Davis Investment Partners, LLC | 1,342 | $671.5K | 0.20% | +92+7.4% | Added |
| Orca Investment Management, LLC | 1,344 | $672.5K | 0.49% | +44+3.4% | Added |
| Burns Matteson Capital Management, LLC | 1,345 | $673.0K | 0.21% | −65−4.6% | Reduced |
| Clarendon Private LLC | 1,345 | $673.0K | 0.43% | +55+4.3% | Added |
| V2 Financial group LLC | 1,345 | $673.0K | 0.25% | +55+4.3% | Added |
| Systematic Alpha Investments, LLC | 1,346 | $673.5K | 0.02% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 1,346 | $673.5K | 0.09% | +700+108.4% | Added |
| Meridian Financial Partners LLC | 1,380 | $673.9K | 0.23% | +57+4.3% | Added |
| Trace Wealth Advisors, LLC | 1,347 | $674.0K | 0.44% | 00.0% | Unchanged |
| Founders Capital Management | 1,348 | $674.5K | 0.29% | +550+68.9% | Added |
| Bonness Enterprises Inc | 1,350 | $675.5K | 0.22% | 00.0% | Unchanged |
| Athena Investment Management | 1,350 | $675.5K | 0.40% | −1,178−46.6% | Reduced |
| Burk Holdings LLC | 1,350 | $675.5K | 0.25% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,353 | $677.0K | 0.08% | −201−12.9% | Reduced |
| Schiavi & Co LLC | 1,353 | $677.0K | 0.18% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,354 | $677.5K | 0.45% | +1,354 | New |
| M3 Advisory Group, LLC | 1,354 | $677.6K | 0.35% | +28+2.1% | Added |
| S&A Financial Services, Inc. | 1,357 | $679.0K | 0.41% | −29−2.1% | Reduced |
| Meritas Wealth Management, LLC | 1,357 | $679.0K | 0.27% | +2+0.1% | Added |
| Joel Adams & Associates, Inc. | 1,358 | $679.5K | 0.44% | −75−5.2% | Reduced |
| Louisbourg Investments Inc. | 1,358 | $679.5K | 0.13% | +6+0.4% | Added |
| FC Advisory LLC | 1,359 | $680.0K | 0.18% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,361 | $681.0K | 0.19% | −7−0.5% | Reduced |
| Luts & Greenleigh Group, Inc | 1,361 | $681.0K | 0.52% | +108+8.6% | Added |
| Alternative Investment Advisors, LLC. | 1,362 | $681.5K | 0.26% | −455−25.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,393 | $682.0K | 0.20% | −122−8.1% | Reduced |
| Corsicana & Co. | 1,366 | $683.5K | 0.33% | −185−11.9% | Reduced |
| Oceanside Advisors LLC | 1,367 | $684.0K | 0.35% | −95−6.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,368 | $684.5K | 0.08% | +1,260+1,166.7% | Added |
| Axiom Financial Strategies, LLC | 1,368 | $684.5K | 0.21% | 00.0% | Unchanged |
| Cercano Management LLC | 1,369 | $685.0K | 0.09% | −869−38.8% | Reduced |
| Widmann Financial Services, Inc. | 1,370 | $685.5K | 0.37% | +540+65.1% | Added |
| Miramar Capital, LLC | 1,371 | $686.0K | 0.15% | 00.0% | Unchanged |
| English Capital Management LLC | 1,371 | $686.0K | 0.34% | 00.0% | Unchanged |
| Citrine Capital LLC | 1,372 | $686.5K | 0.25% | −3−0.2% | Reduced |
| North Forty Two & Co. | 1,375 | $688.0K | 0.58% | −25−1.8% | Reduced |
| Moment Partners, LLC | 1,376 | $688.5K | 0.12% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,376 | $688.5K | 0.07% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,376 | $689.0K | 0.07% | +67+5.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,378 | $689.5K | 0.27% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,379 | $690.0K | 0.21% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,379 | $690.0K | 0.20% | −33−2.3% | Reduced |
| Artesa Financial Group, LLC | 1,379 | $690.0K | 0.59% | +12+0.9% | Added |
| KFA Private Wealth Group, LLC | 1,382 | $691.8K | 0.17% | −468−25.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,485 | $693.1K | 0.31% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,387 | $694.0K | 0.12% | +28+2.1% | Added |
| Colter Lewis Investment Partners LLC | 1,388 | $694.5K | 0.31% | +120+9.5% | Added |
| CDKV Holdings LLC | 1,388 | $694.5K | 0.54% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,389 | $695.0K | 0.12% | −175−11.2% | Reduced |
| United Capital Management of KS, Inc. | 1,395 | $698.0K | 0.09% | +10+0.7% | Added |
| Talbot Financial, LLC | 1,401 | $701.0K | 0.05% | +100+7.7% | Added |
| Momentous Wealth Management, Inc. | 1,402 | $701.5K | 0.36% | −23−1.6% | Reduced |
| Portfolio Design Labs, LLC | 1,403 | $702.0K | 0.12% | −8,270−85.5% | Reduced |
| Centerline Wealth Advisors, LLC | 1,404 | $702.5K | 0.22% | 00.0% | Unchanged |
| Citizens Business Bank | 1,408 | $704.6K | 0.11% | −41−2.8% | Reduced |
| Haven Capital Group, Inc. | 1,410 | $705.5K | 0.57% | −25−1.7% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 1,412 | $706.5K | 0.29% | −898−38.9% | Reduced |
| Atlas Wealth LLC | 1,412 | $706.6K | 0.10% | +80+6.0% | Added |
| Outlook Wealth Advisors, LLC | 1,412 | $706.6K | 0.15% | −29−2.0% | Reduced |
| Carl P. Sherr & Co., LLC | 1,421 | $711.1K | 0.30% | −285−16.7% | Reduced |