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
Q3 2026 data is still coming in: 11 institutions have reported holding BRK.B so far. See Q3 2026
- 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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Wealthcare Capital Management LLC | 1,582 | $791.6K | 0.08% | −1,391−46.8% | Reduced |
| Carrera Capital Advisors | 1,583 | $792.1K | 0.12% | +83+5.5% | Added |
| Prosperitas Financial LLC | 1,584 | $792.6K | 0.25% | −199−11.2% | Reduced |
| WealthCollab, LLC | 1,585 | $793.1K | 0.29% | 00.0% | Unchanged |
| August Group Capital Ltd | 1,587 | $793.6K | 0.87% | −147−8.5% | Reduced |
| Chatterton & Associates Inc. | 1,602 | $793.7K | 0.47% | +14+0.9% | Added |
| Providence Capital Advisors, LLC | 1,587 | $794.1K | 0.12% | +765+93.1% | Added |
| Clearwater Capital Advisors, LLC | 1,587 | $794.2K | 0.06% | +70+4.6% | Added |
| Integrity Wealth Solutions LLC | 1,588 | $794.5K | 0.29% | −31−1.9% | Reduced |
| Tripletail Wealth Management, LLC | 1,565 | $794.7K | 0.91% | −16−1.0% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,591 | $796.1K | 0.32% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 1,594 | $797.6K | 0.11% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,596 | $798.6K | 0.37% | +65+4.2% | Added |
| Millennium Capital Advisors, LLC | 1,601 | $801.1K | 0.44% | −1−0.1% | Reduced |
| PlanVest Financial, Inc | 1,601 | $801.1K | 0.54% | 00.0% | Unchanged |
| Vista Investment Management | 1,602 | $801.6K | 0.24% | −12−0.7% | Reduced |
| Arvest Investments, Inc. | 1,603 | $802.1K | 0.10% | −10−0.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,604 | $802.6K | 0.65% | −2−0.1% | Reduced |
| Accel Wealth Management | 1,605 | $803.1K | 0.18% | −17−1.0% | Reduced |
| Strategent Financial, LLC | 1,605 | $803.1K | 0.46% | +182+12.8% | Added |
| Berkeley Capital Partners, LLC | 1,606 | $803.6K | 0.17% | −15−0.9% | Reduced |
| Lazari Capital Management, Inc. | 1,606 | $803.8K | 0.25% | −69−4.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,606 | $803.9K | 0.14% | −12−0.7% | Reduced |
| Argent Capital Management LLC | 1,608 | $804.6K | 0.03% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,609 | $805.1K | 0.32% | +103+6.8% | Added |
| Conscious Wealth Investments, LLC | 1,645 | $805.5K | 0.41% | +155+10.4% | Added |
| Goodman Financial Corp | 1,610 | $805.6K | 0.12% | −11−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,611 | $806.1K | 0.46% | −720−30.9% | Reduced |
| Financial Network Wealth Advisors LLC | 1,612 | $806.6K | 0.82% | −8−0.5% | Reduced |
| Navalign, LLC | 1,612 | $806.6K | 0.19% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,613 | $806.9K | 0.72% | −34−2.1% | Reduced |
| Petix & Botte Co | 1,613 | $807.1K | 0.16% | +810+100.9% | Added |
| Catalyst Capital Advisors LLC | 1,613 | $807.1K | 0.01% | +1,613 | New |
| Empirical Asset Management, LLC | 1,619 | $810.0K | 0.18% | +71+4.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,563 | $811.0K | 0.48% | −221−12.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 1,624 | $812.6K | 0.24% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,625 | $813.1K | 0.23% | −142−8.0% | Reduced |
| Kure Advisory, LLC | 1,625 | $813.1K | 0.39% | −95−5.5% | Reduced |
| PFG Private Wealth Management, LLC | 1,625 | $813.1K | 0.35% | +4+0.2% | Added |
| Sterling Wealth Management, Inc. | 1,625 | $813.1K | 0.20% | +200+14.0% | Added |
| Cobblestone Asset Management LLC | 1,629 | $815.1K | 0.34% | +1,629 | New |
| Winslow Asset Management Inc | 1,631 | $816.0K | 0.14% | −50−3.0% | Reduced |
| Dorato Capital Management | 1,653 | $816.1K | 0.55% | +7+0.4% | Added |
| Willis Johnson & Associates, Inc. | 1,631 | $816.3K | 0.05% | −780−32.4% | Reduced |
| Legend Capital Advisors LLC | 1,632 | $816.6K | 0.44% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,939 | $817.4K | 0.10% | +868+81.0% | Added |
| NorthLanding Financial Partners, LLC | 1,634 | $817.9K | 0.57% | +451+38.1% | Added |
| Old North State Trust, LLC | 1,643 | $822.0K | 0.42% | −75−4.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,644 | $822.6K | 0.22% | −6−0.4% | Reduced |
| Fortress Financial Group, LLC | 1,645 | $823.2K | 0.41% | +268+19.5% | Added |
| Rik Saylor Financial, Inc. | 1,646 | $823.6K | 0.55% | +28+1.7% | Added |
| Avail Investment Partners, LLC | 1,649 | $825.2K | 0.64% | +439+36.3% | Added |
| DMKC Advisory Services, LLC | 1,650 | $825.6K | 0.16% | −423−20.4% | Reduced |
| Unique Wealth, LLC | 1,658 | $829.6K | 0.10% | −241−12.7% | Reduced |
| Bigelow Investment Advisors, LLC | 1,658 | $829.6K | 0.30% | −75−4.3% | Reduced |
| Progressive Investment Management Corp | 1,660 | $830.6K | 0.18% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,669 | $835.2K | 0.05% | −388−18.9% | Reduced |
| Martin Capital Advisors, LLP | 1,671 | $836.2K | 0.44% | −46−2.7% | Reduced |
| PAX Financial Group, LLC | 1,671 | $836.2K | 0.12% | −6−0.4% | Reduced |
| Investment Management Corp | 1,671 | $836.2K | 0.70% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,674 | $837.7K | 0.13% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,674 | $837.7K | 0.56% | +143+9.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,675 | $838.2K | 0.30% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1,675 | $838.2K | 0.52% | +600+55.8% | Added |
| Vega Investment Solutions | 1,677 | $839.2K | 0.12% | 00.0% | Unchanged |
| Langley Wealth Management, LLC | 1,678 | $839.7K | 0.82% | +1,678 | New |
| Define Financial, LLC | 1,680 | $840.7K | 0.39% | +1+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,681 | $841.2K | 0.08% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,684 | $842.7K | 0.50% | 00.0% | Unchanged |
| Sequent Planning LLC | 1,685 | $843.2K | 0.18% | −92−5.2% | Reduced |
| Sunesis Advisors, LLC | 1,688 | $844.7K | 0.35% | −163−8.8% | Reduced |
| Paragon Advisors, LLC | 1,696 | $848.7K | 0.18% | −24−1.4% | Reduced |
| Prelude Capital Management, LLC | 1,697 | $849.2K | 0.06% | −188−10.0% | Reduced |
| Fortune 45 LLC | 1,697 | $849.2K | 0.36% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,698 | $849.8K | 0.17% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 1,704 | $852.7K | 0.55% | +47+2.8% | Added |
| West Bancorporation Inc | 1,708 | $854.7K | 0.37% | +30+1.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $855.2K | 0.52% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,711 | $856.2K | 0.26% | 00.0% | Unchanged |
| Global View Capital Management LLC | 1,715 | $858.2K | 0.18% | −432−20.1% | Reduced |
| Clarkston Capital Partners, LLC | 1,715 | $858.2K | 0.07% | −40−2.3% | Reduced |
| Coign Capital Advisors LLC | 1,715 | $858.2K | 0.39% | +27+1.6% | Added |
| CAP Partners, LLC | 1,716 | $858.7K | 0.42% | −62−3.5% | Reduced |
| Precision Wealth Strategies, LLC | 1,716 | $858.7K | 0.26% | −11−0.6% | Reduced |
| Capital Investment Services of America, Inc. | 1,717 | $859.2K | 0.08% | 00.0% | Unchanged |
| Planning Strategies Inc. | 1,720 | $860.7K | 0.54% | +1,720 | New |
| Selective Wealth Management, Inc. | 1,754 | $861.0K | 0.23% | −134−7.1% | Reduced |
| Lam Group, Inc. | 1,721 | $861.2K | 0.43% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,721 | $861.2K | 0.32% | +5+0.3% | Added |
| Legacy Capital Group California, Inc. | 1,723 | $862.1K | 0.26% | −35−2.0% | Reduced |
| Marco Investment Management LLC | 1,724 | $862.7K | 0.06% | −102−5.6% | Reduced |
| Blackstone Group Inc. | 1,726 | $863.7K | 0.00% | −7,586−81.5% | Reduced |
| Anson Funds Management LP | 1,727 | $864.2K | 0.08% | +1,727 | New |
| Aletheian Wealth Advisors LLC | 1,729 | $865.2K | 0.37% | +219+14.5% | Added |
| Cedarwood Wealth LLC | 1,731 | $866.3K | 0.65% | +33+1.9% | Added |
| Baker Boyer National Bank | 1,732 | $866.7K | 0.24% | −501−22.4% | Reduced |
| Curran Financial Partners, LLC | 1,733 | $867.2K | 0.13% | −266−13.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,735 | $868.2K | 0.32% | −280−13.9% | Reduced |
| Bernardo Wealth Planning LLC | 1,737 | $869.2K | 0.15% | +171+10.9% | Added |
| Horizon Investment Services, LLC | 1,742 | $871.7K | 0.24% | +20+1.2% | Added |