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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 2,119 | $1.06M | 0.14% | +147+7.5% | Added |
| Verus Financial Partners, Inc. | 2,120 | $1.06M | 0.09% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 2,122 | $1.06M | 0.22% | −164−7.2% | Reduced |
| Matrix Private Capital Group LLC | 2,123 | $1.06M | 0.46% | +35+1.7% | Added |
| Boyd Watterson Asset Management LLC | 2,125 | $1.06M | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,126 | $1.06M | 0.29% | +9+0.4% | Added |
| Cardinal Strategic Wealth Guidance | 2,133 | $1.07M | 0.24% | −9−0.4% | Reduced |
| Lynch Investment Planning, LLC | 2,135 | $1.07M | 0.82% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,135 | $1.07M | 0.10% | −365−14.6% | Reduced |
| Capital Square, LLC | 2,164 | $1.07M | 0.47% | +12+0.6% | Added |
| Gainplan LLC | 2,139 | $1.07M | 0.42% | −4−0.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 2,140 | $1.07M | 0.16% | +622+41.0% | Added |
| Oxbow Advisors, LLC | 2,142 | $1.07M | 0.09% | +36+1.7% | Added |
| Directional Asset Management | 2,144 | $1.07M | 1.02% | +466+27.8% | Added |
| Elevated Capital Advisors, LLC | 2,144 | $1.07M | 0.30% | −790−26.9% | Reduced |
| Optima Capital LLC | 2,147 | $1.07M | 0.42% | +222+11.5% | Added |
| TrueWealth Advisors, LLC | 2,147 | $1.07M | 0.24% | +16+0.8% | Added |
| Roxbury Financial LLC | 2,147 | $1.07M | 0.85% | +1,251+139.6% | Added |
| NBH Bank | 2,147 | $1.07M | 0.45% | +2,147 | New |
| StrongBox Wealth, LLC | 2,148 | $1.07M | 0.31% | −198−8.4% | Reduced |
| Barrett & Company, Inc. | 2,151 | $1.08M | 0.30% | +1,035+92.7% | Added |
| Woodward Financial Advisors, Inc. | 2,151 | $1.08M | 0.36% | −558−20.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,151 | $1.08M | 0.29% | −131−5.7% | Reduced |
| Tortuga Wealth Management, Inc | 2,154 | $1.08M | 0.82% | +594+38.1% | Added |
| BOS Asset Management, LLC | 2,158 | $1.08M | 0.25% | −161−6.9% | Reduced |
| Fischer Investment Strategies, LLC | 2,162 | $1.08M | 0.52% | −736−25.4% | Reduced |
| Caerus Investment Advisors, LLC | 2,162 | $1.08M | 0.36% | +1,182+120.6% | Added |
| Aventura Private Wealth, LLC | 2,166 | $1.08M | 0.33% | +8+0.4% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 2,166 | $1.08M | 0.11% | +604+38.7% | Added |
| Lee Johnson Capital Management, LLC | 2,168 | $1.08M | 0.34% | −1,506−41.0% | Reduced |
| Garrett Investment Advisors LLC | 2,176 | $1.09M | 0.08% | +6+0.3% | Added |
| Cornerstone Planning, LLC | 2,185 | $1.09M | 0.25% | −5,632−72.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,186 | $1.09M | 0.16% | +14+0.6% | Added |
| Swiss Re Ltd | 2,187 | $1.09M | 0.10% | +2,027+1,266.9% | Added |
| Invesco, LLC | 2,196 | $1.10M | 0.34% | 00.0% | Unchanged |
| Jacobs Equity LLC | 2,196 | $1.10M | 0.76% | +825+60.2% | Added |
| Security Financial Services, INC. | 2,197 | $1.10M | 0.15% | +84+4.0% | Added |
| M. Kulyk & Associates, LLC | 2,200 | $1.10M | 0.18% | −628−22.2% | Reduced |
| Mma Asset Management LLC | 2,200 | $1.10M | 0.35% | −14−0.6% | Reduced |
| Snowwater Investment Partners, LLC | 2,201 | $1.10M | 0.76% | +45+2.1% | Added |
| Northcape Wealth Management, LLC | 2,204 | $1.10M | 0.29% | +815+58.7% | Added |
| Triton Wealth Management, PLLC | 2,232 | $1.10M | 0.34% | −16−0.7% | Reduced |
| Integral Investment Advisors, Inc. | 2,209 | $1.11M | 0.24% | +30+1.4% | Added |
| Stenahm Asset Managment Ltd | 2,211 | $1.11M | 0.79% | +344+18.4% | Added |
| Financial Consulate, Inc | 2,216 | $1.11M | 0.12% | +50+2.3% | Added |
| B&L Asset Management LLC | 2,217 | $1.11M | 0.38% | +554+33.3% | Added |
| Promethium Advisors,llc | 2,220 | $1.11M | 0.53% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,223 | $1.11M | 0.19% | +88+4.1% | Added |
| Nemes Rush Group LLC | 2,224 | $1.11M | 0.09% | 00.0% | Unchanged |
| IAM Advisory, LLC | 2,225 | $1.11M | 0.22% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,226 | $1.11M | 0.32% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,228 | $1.11M | 0.12% | +535+31.6% | Added |
| Aspire Growth Partners LLC | 2,233 | $1.12M | 0.65% | 00.0% | Unchanged |
| Riverchase Wealth Management, LLC | 2,234 | $1.12M | 0.52% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 2,235 | $1.12M | 0.24% | −28−1.2% | Reduced |
| Phocas Financial Corp. | 2,237 | $1.12M | 0.16% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 2,242 | $1.12M | 0.17% | +366+19.5% | Added |
| Sage Rhino Capital LLC | 2,244 | $1.12M | 0.18% | +22+1.0% | Added |
| Mission Financial Group, LLC | 2,245 | $1.12M | 0.93% | +2,245 | New |
| Home Federal Bank of Tennessee | 2,246 | $1.12M | 0.24% | −22−1.0% | Reduced |
| Clarus Group, Inc. | 2,247 | $1.12M | 0.38% | −251−10.0% | Reduced |
| Benchmark Financial, LLC | 2,247 | $1.12M | 0.92% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 2,250 | $1.13M | 0.07% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 2,260 | $1.13M | 0.32% | +14+0.6% | Added |
| EJMK Ventures LLC | 2,263 | $1.13M | 0.51% | +193+9.3% | Added |
| Financial Futures Ltd Liability Co. | 2,265 | $1.13M | 0.43% | −308−12.0% | Reduced |
| PCG Asset Management, LLC | 2,265 | $1.13M | 0.81% | −43−1.9% | Reduced |
| Parkshore Wealth Management, Inc. | 2,268 | $1.13M | 0.33% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 2,279 | $1.14M | 0.28% | +185+8.8% | Added |
| Sawgrass Asset Management LLC | 2,287 | $1.14M | 0.15% | −271−10.6% | Reduced |
| BKM Wealth Management, LLC | 2,289 | $1.15M | 0.41% | +167+7.9% | Added |
| Tradewinds Capital Management, LLC | 2,289 | $1.15M | 0.20% | −22−1.0% | Reduced |
| Trigran Investments, Inc. | 2,290 | $1.15M | 0.21% | −110−4.6% | Reduced |
| Cooke & Bieler LP | 2,290 | $1.15M | 0.01% | −20−0.9% | Reduced |
| Cascade Investment Advisors, Inc. | 2,290 | $1.15M | 0.63% | +65+2.9% | Added |
| Aspen Investment Management Inc | 2,293 | $1.15M | 0.31% | −115−4.8% | Reduced |
| Twelve Points Wealth Management LLC | 2,293 | $1.15M | 0.23% | +100+4.6% | Added |
| Lake Street Financial LLC | 2,301 | $1.15M | 0.13% | −82−3.4% | Reduced |
| White Pine Capital LLC | 2,301 | $1.15M | 0.27% | −2−0.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,302 | $1.15M | 0.35% | −64−2.7% | Reduced |
| Beaton Management Co. Inc. | 2,303 | $1.15M | 0.47% | −275−10.7% | Reduced |
| Allium Financial Advisors, LLC | 2,303 | $1.15M | 0.75% | +64+2.9% | Added |
| Landaas & Co | 2,304 | $1.15M | 0.21% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 2,862 | $1.16M | 0.42% | +521+22.3% | Added |
| Miller Financial Services LLC | 2,314 | $1.16M | 0.94% | −39−1.7% | Reduced |
| DeDora Capital, Inc. | 2,314 | $1.16M | 0.25% | 00.0% | Unchanged |
| TT Capital Management LLC | 2,316 | $1.16M | 0.90% | +1,265+120.4% | Added |
| Walker Financial Services, Inc. | 2,319 | $1.16M | 0.36% | −814−26.0% | Reduced |
| Washburn Capital Management, Inc. | 2,320 | $1.16M | 0.57% | −256−9.9% | Reduced |
| Centerpoint Advisory Group | 2,323 | $1.16M | 0.74% | +104+4.7% | Added |
| Hill Investment Group Partners, LLC | 2,326 | $1.16M | 0.12% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,331 | $1.17M | 0.56% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 2,336 | $1.17M | 0.70% | +19+0.8% | Added |
| Broadleaf Partners, LLC | 2,340 | $1.17M | 0.23% | −2−0.1% | Reduced |
| Olistico Wealth, LLC | 2,340 | $1.17M | 0.50% | +18+0.8% | Added |
| Succession Financial, Inc. | 2,341 | $1.17M | 1.14% | +2,341 | New |
| Kohmann Bosshard Financial Services, LLC | 2,342 | $1.17M | 0.10% | −10−0.4% | Reduced |
| Clean Yield Group | 2,348 | $1.17M | 0.29% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 2,350 | $1.18M | 0.15% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,351 | $1.18M | 0.18% | +237+11.2% | Added |