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
- +99 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
- 224
- 2,021 more added
- Sold out
- 125
- 1,998 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 |
|---|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 1,423 | $712.1K | 0.16% | −68−4.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,423 | $712.1K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 1,423 | $712.1K | 0.33% | +109+8.3% | Added |
| Sun Financial Inc | 1,346 | $712.6K | 0.34% | −11−0.8% | Reduced |
| Vaquero Private Wealth, Ltd | 1,425 | $713.2K | 0.15% | +1,425 | New |
| Wealth Management Partners, LLC | 1,428 | $714.6K | 0.17% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,435 | $718.1K | 0.04% | +85+6.3% | Added |
| Barnes Wealth Management Group, Inc | 1,435 | $718.1K | 0.33% | −9−0.6% | Reduced |
| Gutierrez Wealth Advisory, LLC | 1,435 | $718.1K | 0.41% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 1,436 | $718.6K | 0.28% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,437 | $719.1K | 0.17% | −24−1.6% | Reduced |
| Financial Planning Hawaii, Inc. | 1,437 | $719.1K | 0.39% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,438 | $719.6K | 0.12% | −43−2.9% | Reduced |
| Private Client Services, LLC | 1,441 | $721.1K | 0.19% | +348+31.8% | Added |
| Silverleafe Capital Partners, LLC | 1,447 | $724.1K | 0.20% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,449 | $725.1K | 0.17% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,451 | $726.1K | 0.14% | +22+1.5% | Added |
| Capstone Wealth Management, LLC | 1,451 | $726.1K | 0.34% | +887+157.3% | Added |
| Opus Financial Solutions LLC | 1,455 | $728.1K | 0.59% | −46−3.1% | Reduced |
| Trustco Bank Corp N Y | 1,456 | $728.6K | 0.53% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,457 | $729.1K | 0.52% | −11−0.7% | Reduced |
| Smith Partners Wealth Management, LLC | 1,458 | $729.6K | 0.58% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 1,461 | $731.1K | 0.10% | −234−13.8% | Reduced |
| Braun-Bostich & Associates Inc. | 1,461 | $731.1K | 0.41% | +5+0.3% | Added |
| Payne Capital LLC | 961 | $731.1K | 0.61% | −489−33.7% | Reduced |
| Veridan Wealth LLC | 1,465 | $733.1K | 0.26% | +59+4.2% | Added |
| FreeGulliver LLC | 1,469 | $735.1K | 0.26% | −129−8.1% | Reduced |
| Main Street Group, LTD | 1,471 | $736.1K | 0.17% | −75−4.9% | Reduced |
| Gould Asset Management LLC | 1,472 | $736.6K | 0.12% | −92−5.9% | Reduced |
| Wise Wealth Partners | 1,474 | $737.7K | 1.25% | −65−4.2% | Reduced |
| Clear Point Advisors Inc. | 1,477 | $739.1K | 0.66% | +1,477 | New |
| Iron Financial, LLC | 1,478 | $739.6K | 0.31% | −157−9.6% | Reduced |
| Goldstein Advisors, LLC | 1,482 | $741.6K | 0.07% | +57+4.0% | Added |
| EnRich Financial Partners LLC | 1,486 | $743.6K | 0.18% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 1,488 | $744.6K | 0.06% | +78+5.5% | Added |
| Compass Financial Services Inc | 1,489 | $745.1K | 0.28% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,457 | $745.3K | 0.24% | +1+0.1% | Added |
| Choice Wealth Advisors, LLC | 1,494 | $747.6K | 0.26% | −38−2.5% | Reduced |
| Sentinel Trust Co Lba | 1,495 | $748.0K | 0.07% | +43+3.0% | Added |
| Core Wealth Management, Inc. | 1,500 | $750.6K | 0.21% | −1−0.1% | Reduced |
| Oak Asset Management, LLC | 1,500 | $750.6K | 0.24% | 00.0% | Unchanged |
| HughesLittle Investment Management Ltd. | 1,500 | $750.6K | 0.13% | 00.0% | Unchanged |
| Rogco, LP | 1,501 | $751.1K | 0.23% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,502 | $751.6K | 0.17% | −4,141−73.4% | Reduced |
| Trevian Wealth Management LLC | 1,503 | $752.1K | 0.32% | +19+1.3% | Added |
| Optivise Advisory Services LLC | 1,507 | $754.0K | 0.38% | −123−7.5% | Reduced |
| Synergy Investment Management, LLC | 1,497 | $754.0K | 0.18% | +518+52.9% | Added |
| Tarbox Family Office, Inc. | 1,510 | $755.6K | 0.11% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 1,513 | $757.1K | 0.58% | +214+16.5% | Added |
| 44 Wealth Management LLC | 1,514 | $757.6K | 0.25% | −52−3.3% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 1,515 | $758.1K | 0.35% | −351−18.8% | Reduced |
| Integrated Capital Management, LLC | 1,516 | $758.6K | 0.27% | −5−0.3% | Reduced |
| GK Wealth Management LLC | 1,517 | $759.1K | 0.46% | +601+65.6% | Added |
| Sonoma Allocations LLC | 1,508 | $759.2K | 0.32% | −16−1.0% | Reduced |
| Family Investment Center, Inc. | 1,518 | $759.6K | 0.13% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,522 | $761.6K | 0.08% | +2+0.1% | Added |
| Core Wealth Advisors, Inc. | 1,522 | $761.6K | 0.15% | +530+53.4% | Added |
| Burrus Financial Services, Inc. | 1,523 | $762.2K | 0.33% | +367+31.7% | Added |
| Level Financial Advisors, Inc. | 1,524 | $762.6K | 0.17% | −456−23.0% | Reduced |
| Wiregrass Investment Management LLC | 1,525 | $763.1K | 0.52% | +108+7.6% | Added |
| Avondale Wealth Management | 1,526 | $763.6K | 0.31% | +241+18.8% | Added |
| Trillium Asset Management, LLC | 1,527 | $764.1K | 0.02% | −285−15.7% | Reduced |
| Guild Investment Management, Inc. | 1,527 | $764.1K | 0.52% | −2−0.1% | Reduced |
| Markin Asset Management, LP | 1,528 | $764.6K | 0.65% | −152−9.0% | Reduced |
| KTF Investments, LLC | 1,531 | $766.1K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,531 | $766.1K | 0.13% | +341+28.7% | Added |
| Balance Wealth, LLC | 1,532 | $766.4K | 0.20% | +40+2.7% | Added |
| Ssi Investment Management LLC | 1,535 | $768.1K | 0.04% | 00.0% | Unchanged |
| TrustBank | 1,537 | $769.1K | 0.26% | −34−2.2% | Reduced |
| Keb Asset Management, LLC | 1,538 | $769.6K | 0.12% | +87+6.0% | Added |
| Ironwood Financial, llc | 1,552 | $770.9K | 0.12% | +3+0.2% | Added |
| Stephen J. Garry & Associates, LLC | 1,541 | $771.1K | 0.56% | −525−25.4% | Reduced |
| Luminvest Wealth Management LLC | 1,541 | $771.1K | 0.18% | +125+8.8% | Added |
| Archetype Wealth Partners | 1,542 | $772.0K | 0.09% | −104−6.3% | Reduced |
| Seros Financial, LLC | 1,545 | $773.1K | 0.40% | −19,077−92.5% | Reduced |
| Shared Vision Wealth Group LLC | 1,546 | $773.7K | 0.27% | −52−3.3% | Reduced |
| Briaud Financial Planning, Inc | 1,547 | $774.1K | 0.20% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,554 | $777.6K | 0.06% | +1,554 | New |
| Vision Capital Management, Inc. | 1,554 | $777.6K | 0.09% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 1,555 | $778.1K | 0.38% | −134−7.9% | Reduced |
| Vantage Point Financial LLC | 1,555 | $778.1K | 0.24% | +7+0.5% | Added |
| Verisail Partners, LLC | 1,555 | $778.1K | 0.29% | +4+0.3% | Added |
| MFA Wealth Services | 1,560 | $780.6K | 0.47% | −164−9.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,561 | $781.0K | 0.03% | −510−24.6% | Reduced |
| AA Financial Advisors, LLC | 1,562 | $781.6K | 0.09% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,565 | $783.1K | 0.36% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 1,565 | $783.1K | 0.04% | −3−0.2% | Reduced |
| Prota Financial, LLC | 1,567 | $783.2K | 0.52% | −141−8.3% | Reduced |
| Independence Wealth Advisors, LLC | 1,566 | $783.6K | 0.39% | +202+14.8% | Added |
| Monument Group Wealth Advisors, LLC | 1,568 | $784.6K | 0.38% | +5+0.3% | Added |
| Seven Mile Advisory | 1,568 | $784.6K | 0.53% | −377−19.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 1,569 | $785.1K | 0.15% | +312+24.8% | Added |
| Melone Private Wealth, LLC | 1,572 | $786.6K | 0.30% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,577 | $789.1K | 0.13% | +9+0.6% | Added |
| Tower Wealth Partners, Inc. | 1,578 | $789.6K | 0.39% | −73−4.4% | Reduced |
| Laidlaw Wealth Management LLC | 1,578 | $789.6K | 2.25% | +112+7.6% | Added |
| Mosley Wealth Management | 1,578 | $789.6K | 0.25% | +1,096+227.4% | Added |
| Orion Investment Co | 1,578 | $789.6K | 0.23% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 1,580 | $790.6K | 0.46% | +484+44.2% | Added |
| Compton Financial Group, LLC | 1,581 | $791.1K | 0.15% | 00.0% | Unchanged |