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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 1,745 | $873.2K | 0.40% | +269+18.2% | Added |
| McMahon Financial Advisors, LLC | 1,750 | $875.7K | 0.15% | −114−6.1% | Reduced |
| Boyar Asset Management Inc. | 1,754 | $877.7K | 0.50% | −2,520−59.0% | Reduced |
| Paladin Wealth, LLC | 1,754 | $877.7K | 0.51% | −370−17.4% | Reduced |
| Hyperion Capital Advisors LP | 1,754 | $877.7K | 0.40% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,755 | $878.2K | 0.46% | +40+2.3% | Added |
| Fortem Financial Group, LLC | 1,758 | $879.7K | 0.18% | −21−1.2% | Reduced |
| Hyposwiss Advisors SA | 1,760 | $880.7K | 0.83% | 00.0% | Unchanged |
| Tenon Financial LLC | 1,760 | $880.7K | 0.28% | +1,760 | New |
| SWP Financial LLC | 1,764 | $882.5K | 0.41% | +103+6.2% | Added |
| Fonville Wealth Management LLC | 1,764 | $882.7K | 0.14% | −307−14.8% | Reduced |
| SFG Wealth Management, LLC. | 1,764 | $882.7K | 0.32% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 1,764 | $882.7K | 0.35% | +2+0.1% | Added |
| Paragon Financial Partners, Inc. | 1,728 | $883.9K | 0.47% | +5+0.3% | Added |
| GW&K Investment Management, LLC | 1,767 | $884.0K | 0.01% | +6+0.3% | Added |
| Cooper/Haims Advisors, LLC | 1,767 | $884.2K | 0.38% | +76+4.5% | Added |
| Great Waters Wealth Management | 1,768 | $884.6K | 0.08% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,770 | $886.0K | 0.55% | −2−0.1% | Reduced |
| PFC Capital Group, Inc. | 1,775 | $888.0K | 0.34% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,775 | $888.2K | 0.27% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,778 | $889.8K | 0.24% | +47+2.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,780 | $890.7K | 0.13% | −425−19.3% | Reduced |
| Renaissance Technologies LLC | 1,791 | $892.5K | 0.00% | +69+4.0% | Added |
| Evergreen Wealth Partners LLC | 1,785 | $893.4K | 0.54% | +349+24.3% | Added |
| Investment Counsel Co of Nevada | 1,786 | $893.7K | 1.67% | +17+1.0% | Added |
| Heritage Wealth Management, Inc./Texas | 1,788 | $894.7K | 0.34% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,788 | $894.7K | 0.36% | +19+1.1% | Added |
| Birchwood Financial Partners, Inc. | 1,789 | $895.2K | 0.73% | +5+0.3% | Added |
| DT Investment Partners, LLC | 1,791 | $896.2K | 0.07% | 00.0% | Unchanged |
| Persium Advisors, LLC | 1,793 | $897.2K | 0.59% | +226+14.4% | Added |
| Dearborn Partners LLC | 1,797 | $899.2K | 0.05% | +12+0.7% | Added |
| Grove Street Fiduciary, LLC | 1,800 | $900.7K | 0.38% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 1,804 | $902.7K | 0.10% | −73−3.9% | Reduced |
| RIA Advisory Group LLC | 1,806 | $903.7K | 0.20% | +251+16.1% | Added |
| Gaddis Premier Wealth Advisors LLC | 1,807 | $904.2K | 0.55% | −93−4.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,809 | $905.2K | 0.19% | 00.0% | Unchanged |
| Bruni J V & Co | 1,812 | $906.7K | 0.08% | −32−1.7% | Reduced |
| Asset Planning Services Inc | 1,815 | $908.0K | 0.39% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 1,817 | $909.2K | 0.77% | −43−2.3% | Reduced |
| KMT Wealth Management, LLC | 1,817 | $909.2K | 0.77% | +1,817 | New |
| BetterWealth, LLC | 1,826 | $913.7K | 0.16% | 00.0% | Unchanged |
| Exchange Bank | 1,830 | $915.7K | 0.57% | +78+4.5% | Added |
| Nikulski Financial, Inc. | 1,831 | $916.2K | 0.20% | −255−12.2% | Reduced |
| Hilton Head Capital Partners, LLC | 1,832 | $916.7K | 0.46% | +135+8.0% | Added |
| Precedent Wealth Partners, LLC | 1,832 | $916.7K | 0.15% | +906+97.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 16,091 | $916.9K | 0.28% | +11,895+283.5% | Added |
| Transcendent Capital Group LLC | 1,836 | $918.7K | 0.36% | −8−0.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,837 | $919.0K | 0.09% | −95−4.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,839 | $920.2K | 0.20% | −23−1.2% | Reduced |
| Yoder Wealth Management, Inc. | 1,842 | $921.7K | 0.36% | +5+0.3% | Added |
| Birchcreek Wealth Management, LLC | 1,844 | $922.6K | 0.36% | +122+7.1% | Added |
| Sharp Financial Services, LLC | 1,846 | $923.7K | 0.43% | −613−24.9% | Reduced |
| Sensible Money, LLC | 1,848 | $924.7K | 0.25% | −189−9.3% | Reduced |
| L & S Advisors Inc | 1,850 | $925.7K | 0.10% | +50+2.8% | Added |
| Core Capital Management & Research, inc. | 1,840 | $926.2K | 0.49% | +1,840 | New |
| Sar Wealth Management Group, LLC | 1,852 | $926.7K | 0.44% | −1−0.1% | Reduced |
| Gordian Advisors LLC | 1,852 | $926.7K | 0.55% | 00.0% | Unchanged |
| Dynamic Financial Group | 1,852 | $926.8K | 0.70% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,856 | $928.7K | 0.03% | +278+17.6% | Added |
| Alliance Wealth Advisors, LLC | 1,859 | $930.3K | 0.18% | −402−17.8% | Reduced |
| Invera Wealth Advisors, LLC | 1,860 | $930.7K | 0.50% | −2,302−55.3% | Reduced |
| Radnor Capital Management, LLC | 1,860 | $930.7K | 0.13% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 1,865 | $933.2K | 0.26% | −8−0.4% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,865 | $933.2K | 0.34% | −7−0.4% | Reduced |
| Alessandra Capital Management, LLC | 1,866 | $933.7K | 0.66% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,873 | $937.2K | 0.05% | −22−1.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,875 | $938.2K | 0.07% | +20+1.1% | Added |
| Estabrook Capital Management | 1,875 | $938.2K | 0.13% | −6−0.3% | Reduced |
| HRC Wealth Management, LLC | 1,878 | $939.7K | 0.38% | −15−0.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,880 | $940.7K | 0.02% | −120−6.0% | Reduced |
| Cherrydale Wealth Management, LLC | 1,880 | $940.7K | 0.25% | +10+0.5% | Added |
| Highview Capital Management LLC | 1,880 | $940.7K | 0.27% | +418+28.6% | Added |
| Rydar Equities, Inc. | 1,923 | $942.4K | 0.53% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,884 | $942.5K | 0.10% | +76+4.2% | Added |
| RNC Capital Management LLC | 1,885 | $943.2K | 0.04% | −28−1.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,887 | $944.2K | 0.12% | −240−11.3% | Reduced |
| OLIO Financial Planning | 1,891 | $946.2K | 0.23% | −22−1.2% | Reduced |
| Basso Capital Management, L.P. | 1,892 | $946.7K | 0.23% | +1,545+445.2% | Added |
| AMG Asset Management Group, Inc. | 1,894 | $947.7K | 0.59% | +39+2.1% | Added |
| Harold Davidson & Associates Inc. | 1,894 | $947.8K | 0.41% | −125−6.2% | Reduced |
| Human Investing LLC | 1,895 | $948.2K | 0.12% | +41+2.2% | Added |
| Isthmus Partners, LLC | 1,896 | $948.7K | 0.09% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 1,897 | $949.2K | 0.16% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,899 | $950.2K | 0.12% | +1+0.1% | Added |
| Acorn Creek Capital LLC | 1,900 | $950.7K | 0.32% | −15−0.8% | Reduced |
| StoryOne LLC | 1,903 | $952.2K | 0.45% | +1,903 | Added |
| TCM Advisors, LLC | – | $952.7K | 0.75% | – | – |
| First Pacific Financial | 1,904 | $952.7K | 0.11% | +9+0.5% | Added |
| WMG Financial Advisors, LLC | 1,905 | $953.2K | 0.36% | −179−8.6% | Reduced |
| MBA Advisors LLC | 1,905 | $953.2K | 0.32% | +11+0.6% | Added |
| Financial Management Professionals, Inc. | 1,906 | $953.7K | 0.09% | +46+2.5% | Added |
| Park Place Capital Corp | 1,906 | $953.7K | 0.15% | +1,682+750.9% | Added |
| Alpha Advisors, LLC | 1,911 | $956.2K | 0.72% | −6−0.3% | Reduced |
| Leigh Baldwin & Co., LLC | 1,913 | $957.0K | 0.52% | +4+0.2% | Added |
| Wood Tarver Financial Group, LLC | 1,913 | $957.0K | 0.23% | −77−3.9% | Reduced |
| Sage Investment Advisers LLC | 1,913 | $957.2K | 0.64% | +28+1.5% | Added |
| Clay Northam Wealth Management, LLC | 1,914 | $957.7K | 0.47% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,917 | $959.2K | 0.13% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,923 | $962.3K | 0.65% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,929 | $965.2K | 0.37% | +99+5.4% | Added |