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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 2,353 | $1.18M | 0.84% | −2,014−46.1% | Reduced |
| Rodgers Brothers Inc. | 2,353 | $1.18M | 0.11% | −150−6.0% | Reduced |
| Stablepoint Partners, LLC | 2,354 | $1.18M | 0.16% | −258−9.9% | Reduced |
| Retirement Wealth Solutions LLC | 2,359 | $1.18M | 0.65% | −10−0.4% | Reduced |
| Wealth Forward, LLC | 2,360 | $1.18M | 0.59% | −71−2.9% | Reduced |
| Defined Wealth Management, LLC | 2,361 | $1.18M | 0.61% | +110+4.9% | Added |
| Advantage Trust Co | 2,363 | $1.18M | 0.42% | +686+40.9% | Added |
| Yukon Wealth Management, Inc. | 2,364 | $1.18M | 0.34% | +1,416+149.4% | Added |
| Almanack Investment Partners, LLC. | 2,370 | $1.19M | 0.15% | +397+20.1% | Added |
| DDFG, Inc | 2,371 | $1.19M | 0.24% | −10−0.4% | Reduced |
| Carolina Wealth Management Inc | 2,374 | $1.19M | 0.55% | +2,374 | New |
| Black Swift Group, LLC | 2,375 | $1.19M | 0.17% | −325−12.0% | Reduced |
| Ehrenkranz Partners L.P. | 2,375 | $1.19M | 0.69% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,377 | $1.19M | 0.26% | +31+1.3% | Added |
| Natural Investments, LLC | 2,384 | $1.19M | 0.26% | −356−13.0% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 2,384 | $1.19M | 0.83% | −5−0.2% | Reduced |
| Baron Wealth Management LLC | 2,384 | $1.19M | 0.31% | +203+9.3% | Added |
| Retirement Solution Inc. | 2,386 | $1.19M | 0.23% | +2,386 | New |
| Essex LLC | 2,387 | $1.19M | 0.18% | −370−13.4% | Reduced |
| Alteri Wealth LLC | 2,388 | $1.19M | 0.33% | +39+1.7% | Added |
| Wilian Securities, LLC | 2,392 | $1.20M | 0.71% | +1,066+80.4% | Added |
| Ridge Creek Global, Inc | 2,394 | $1.20M | 0.93% | −225−8.6% | Reduced |
| CoreFirst Bank & Trust | 2,398 | $1.20M | 0.60% | −15−0.6% | Reduced |
| Laffer Tengler Investments | 2,403 | $1.20M | 0.15% | −31−1.3% | Reduced |
| Ti-Trust, Inc | 2,404 | $1.20M | 0.65% | −43−1.8% | Reduced |
| Coyle Financial Counsel LLC | 2,404 | $1.20M | 0.22% | +63+2.7% | Added |
| Mainsail Asset Management, LLC | 2,453 | $1.20M | 0.47% | +758+44.7% | Added |
| Cascade Investment Group, Inc. | 2,426 | $1.21M | 0.68% | +84+3.6% | Added |
| Per Stirling Capital Management, LLC. | 2,428 | $1.22M | 0.12% | +38+1.6% | Added |
| Wilkerson Advisory Group LLC | 2,433 | $1.22M | 0.37% | −304−11.1% | Reduced |
| First National Bank | 2,435 | $1.22M | 0.48% | −62−2.5% | Reduced |
| Cape Ann Savings Bank | 2,438 | $1.22M | 0.57% | +42+1.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,439 | $1.22M | 0.30% | +148+6.5% | Added |
| Lauterbach Financial Advisors, LLC | 2,440 | $1.22M | 0.53% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 2,441 | $1.22M | 0.33% | +18+0.7% | Added |
| Tidemark, LLC | 2,446 | $1.22M | 0.28% | +26+1.1% | Added |
| 626 Financial, LLC | 2,447 | $1.22M | 0.48% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 2,447 | $1.22M | 1.19% | −7−0.3% | Reduced |
| Rice Hall James & Associates, LLC | 2,450 | $1.23M | 0.06% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 2,453 | $1.23M | 0.64% | −66−2.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,453 | $1.23M | 0.35% | +243+11.0% | Added |
| Denver Wealth Management, Inc. | 2,454 | $1.23M | 0.35% | −563−18.7% | Reduced |
| Visionary Horizons, LLC | 2,458 | $1.23M | 0.51% | −9−0.4% | Reduced |
| Capital Planning LLC | 2,458 | $1.23M | 0.36% | +509+26.1% | Added |
| Elm Partners Management LLC | 2,462 | $1.23M | 0.04% | −120−4.6% | Reduced |
| Raiffeisen Bank International AG | 2,479 | $1.23M | 0.01% | −6,132−71.2% | Reduced |
| Community Financial Services Group, LLC | 2,466 | $1.23M | 0.18% | −141−5.4% | Reduced |
| ATLas Financial Planning LLC | 2,467 | $1.23M | 1.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,476 | $1.24M | 0.52% | −360−12.7% | Reduced |
| Collaborative Fund Advisors, LLC | 2,477 | $1.24M | 0.72% | +1,383+126.4% | Added |
| Omnia Family Wealth, LLC | 2,478 | $1.24M | 0.33% | +101+4.2% | Added |
| Meramec Financial Planners, LLC | 2,494 | $1.24M | 0.45% | +746+42.7% | Added |
| Ariadne Wealth Management, LP | 2,482 | $1.24M | 0.55% | +325+15.1% | Added |
| Consilio Wealth Advisors, LLC | 2,483 | $1.24M | 0.30% | −140−5.3% | Reduced |
| PeakShares LLC | 2,485 | $1.24M | 0.93% | +180+7.8% | Added |
| LeConte Wealth Management, LLC | 2,486 | $1.24M | 0.68% | +183+7.9% | Added |
| Sheets Smith Wealth Management | 2,489 | $1.25M | 0.12% | +197+8.6% | Added |
| Spectrum Investment Advisors, Inc. | 2,489 | $1.25M | 0.51% | +683+37.8% | Added |
| Red Spruce Capital, LLC | 2,490 | $1.25M | 0.43% | +900+56.6% | Added |
| Parkwoods Wealth Partners, LLC | 2,494 | $1.25M | 0.20% | +932+59.7% | Added |
| Kensington Investment Counsel, LLC | 2,498 | $1.25M | 0.54% | +97+4.0% | Added |
| G&S Capital LLC | 2,499 | $1.25M | 0.36% | −96−3.7% | Reduced |
| Winmill & Co. Inc | 2,500 | $1.25M | 0.28% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,501 | $1.25M | 0.10% | +138+5.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,503 | $1.25M | 0.54% | −5−0.2% | Reduced |
| Commonwealth Financial Services, LLC | 2,503 | $1.25M | 0.17% | +220+9.6% | Added |
| Reliant Investment Partners, LLC | 2,504 | $1.25M | 0.85% | −30−1.2% | Reduced |
| EdgeRock Capital LLC | 2,507 | $1.25M | 0.29% | +83+3.4% | Added |
| Z3 Capital Partners, LLC | 2,511 | $1.26M | 0.26% | −25−1.0% | Reduced |
| Lavelle Capital LP | 2,514 | $1.26M | 0.64% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 2,514 | $1.26M | 0.94% | +1,681+201.8% | Added |
| Banque de Luxembourg S.A. | 2,517 | $1.26M | 0.59% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,521 | $1.26M | 0.12% | −35−1.4% | Reduced |
| Clark Wealth Partners | 2,524 | $1.26M | 0.71% | +70+2.9% | Added |
| King Wealth | 2,526 | $1.26M | 0.14% | +22+0.9% | Added |
| AGH Wealth Advisors, LLC | 2,532 | $1.27M | 0.80% | +21+0.8% | Added |
| Wayfinding Financial, LLC | 2,534 | $1.27M | 0.48% | +23+0.9% | Added |
| Orrstown Financial Services Inc | 2,535 | $1.27M | 0.19% | −61−2.3% | Reduced |
| Flatrock Wealth Partners LLC | 2,542 | $1.27M | 0.50% | +95+3.9% | Added |
| Investmark Advisory Group LLC | 2,546 | $1.27M | 0.48% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 2,547 | $1.27M | 0.64% | +449+21.4% | Added |
| Beacon Capital Management, LLC | 2,551 | $1.28M | 0.19% | −428−14.4% | Reduced |
| Diversified Portfolios, Inc. | 2,551 | $1.28M | 0.09% | +73+2.9% | Added |
| Advus Financial Partners, LLC | 2,555 | $1.28M | 0.29% | −38−1.5% | Reduced |
| Alamar Capital Management, LLC | 2,555 | $1.28M | 0.65% | +66+2.7% | Added |
| Topsail Wealth Management, LLC | 2,558 | $1.28M | 0.16% | −42−1.6% | Reduced |
| Horizon Wealth Management, LLC | 2,558 | $1.28M | 0.16% | −12−0.5% | Reduced |
| FORM Wealth Advisors, LLC | 2,562 | $1.28M | 0.14% | −77−2.9% | Reduced |
| Amplius Wealth Advisors, LLC | 2,566 | $1.28M | 0.09% | +145+6.0% | Added |
| First Financial Group Corp | 2,567 | $1.28M | 0.93% | +3+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,625 | $1.28M | 0.41% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 2,568 | $1.29M | 0.38% | −38−1.5% | Reduced |
| TPG Advisors LLC | 2,568 | $1.29M | 0.71% | +279+12.2% | Added |
| Talon Private Wealth, LLC | 2,571 | $1.29M | 0.15% | +406+18.8% | Added |
| Provenance Wealth Advisors, LLC | 2,573 | $1.29M | 0.12% | +39+1.5% | Added |
| Midway Capital Research & Management | 2,574 | $1.29M | 1.02% | −25−1.0% | Reduced |
| Legacy Wealth Advisors, LLC | 2,578 | $1.29M | 0.56% | −292−10.2% | Reduced |
| Cohen Capital Management, Inc. | 2,579 | $1.29M | 0.18% | 00.0% | Unchanged |
| Eagle Strategies LLC | 2,585 | $1.29M | 0.13% | +617+31.4% | Added |
| Centerpoint Advisors, LLC | 2,586 | $1.29M | 0.37% | −250−8.8% | Reduced |