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 0 sales; 4,927 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
- 4,927
- +100 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
- 225
- 2,021 more added
- Sold out
- 125
- 1,996 more reduced
60 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 | 4,927 | $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 |
|---|---|---|---|---|---|
| Aventus Investment Advisors, Inc. | 277 | $138.6K | 0.10% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 282 | $141.1K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 283 | $141.6K | 0.00% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 283 | $141.6K | 0.02% | +283 | New |
| Tower Trust & Investment Co | 286 | $143.1K | 0.09% | 00.0% | Unchanged |
| Robinswood Financial LLC | 289 | $144.6K | 0.04% | +14+5.1% | Added |
| IMG Wealth Management, Inc. | 299 | $149.6K | 0.08% | +41+15.9% | Added |
| Chung Wu Investment Group, LLC | 300 | $150.1K | 0.10% | 00.0% | Unchanged |
| Solstein Capital, LLC | 301 | $150.6K | 0.05% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 306 | $153.1K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 311 | $155.6K | 0.05% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 312 | $156.1K | 0.08% | +16+5.4% | Added |
| Rakuten Securities, Inc. | 315 | $157.6K | 0.04% | −5−1.6% | Reduced |
| Union Savings Bank | 316 | $158.1K | 0.06% | −927−74.6% | Reduced |
| Bare Financial Services, Inc | 316 | $158.1K | 0.04% | +90+39.8% | Added |
| Accordant Advisory Group Inc | 320 | $160.1K | 0.11% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 319 | $160.6K | 0.10% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 333 | $166.6K | 0.07% | −7,355−95.7% | Reduced |
| Leo H. Evart, Inc. | 350 | $175.1K | 0.14% | 00.0% | Unchanged |
| Vision Retirement, LLC | 354 | $177.1K | 0.04% | −62−14.9% | Reduced |
| NWK Group, Inc. | 357 | $178.6K | 0.06% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 358 | $179.1K | 0.09% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 360 | $180.1K | 0.08% | +360 | New |
| Monetary Solutions, Ltd | 362 | $181.1K | 0.16% | +122+50.8% | Added |
| West Financial Advisors, LLC | 363 | $181.6K | 0.03% | −16−4.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 363 | $181.6K | 0.04% | +23+6.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 365 | $182.7K | 0.01% | +9+2.5% | Added |
| Carolina Wealth Advisors, LLC | 372 | $186.1K | 0.07% | −56−13.1% | Reduced |
| Investors Research Corp | 377 | $188.6K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 378 | $188.9K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 380 | $190.1K | 0.07% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 380 | $190.1K | 0.13% | 00.0% | Unchanged |
| Quarry LP | 384 | $192.2K | 0.03% | +384 | New |
| Gordian Capital Singapore Pte Ltd | 388 | $194.2K | 0.33% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 389 | $194.7K | 0.05% | −29−6.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 392 | $196.2K | 0.06% | +392 | New |
| Loomis Sayles & Co L P | 395 | $197.7K | 0.00% | +154+63.9% | Added |
| Quaker Wealth Management, LLC | 397 | $198.7K | 0.06% | +3+0.8% | Added |
| Cumberland Partners Ltd | 400 | $200.2K | 0.01% | −50−11.1% | Reduced |
| Kimelman & Baird, LLC | 400 | $200.2K | 0.01% | 00.0% | Unchanged |
| January Capital Advisors LLC | 400 | $200.2K | 0.17% | +400 | New |
| Sensenig Capital Advisors, Inc | 400 | $200.2K | 0.18% | +400 | New |
| GuidedMoney, LLC | 400 | $200.2K | 0.09% | +400 | New |
| BAM Wealth Management, LLC | 401 | $200.7K | 0.13% | +401 | New |
| Darwin Advisors, LLC | 401 | $200.7K | 0.05% | −3−0.7% | Reduced |
| Barnett & Company, Inc. | 402 | $201.2K | 0.15% | −71−15.0% | Reduced |
| WESPAC Advisors, LLC | 402 | $201.2K | 0.10% | +402 | New |
| Sentinel Pension Advisors Inc | 410 | $201.3K | 0.03% | +410 | New |
| Ridgeline Wealth, LLC | 403 | $201.7K | 0.12% | +403 | New |
| Western Reserve Capital Management, LLC | 403 | $201.7K | 0.15% | +403 | New |
| Mach-1 Financial Group, Inc. | 404 | $202.2K | 0.08% | +404 | New |
| Arcataur Capital Management LLC | 405 | $202.7K | 0.05% | +405 | New |
| ORBA Wealth Advisors, L.L.C. | 406 | $203.2K | 0.17% | +406 | New |
| Avant Capital LLC | 406 | $203.2K | 0.13% | +406 | New |
| BostonPremier Wealth LLC | 407 | $203.7K | 0.09% | −44−9.8% | Reduced |
| Bravera Wealth | 407 | $203.7K | 0.08% | +122+42.8% | Added |
| InvesTrust | 408 | $204.2K | 0.08% | −42−9.3% | Reduced |
| Purewater Capital LLC | 408 | $204.2K | 0.15% | −12−2.9% | Reduced |
| Fjell Capital, LLC | 409 | $204.7K | 0.14% | +409 | New |
| Generations Wealth, LLC | 409 | $204.7K | 0.19% | +409 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 409 | $204.7K | 0.16% | +409 | New |
| KG&L Capital Management,LLC | 410 | $205.2K | 0.12% | −47−10.3% | Reduced |
| Kropog Financial Group, LLC | 410 | $205.2K | 0.14% | +410 | New |
| Mascagni Wealth Management, Inc. | 411 | $205.7K | 0.13% | +411 | New |
| WBI Investments | 411 | $205.8K | 0.05% | +411 | New |
| Rainey & Randall Investment Management Inc. | 412 | $206.2K | 0.03% | +412 | New |
| High Probability Advisors, LLC | 412 | $206.2K | 0.02% | +412 | New |
| International Private Wealth Advisors LLC | 412 | $206.2K | 0.11% | −2,821−87.3% | Reduced |
| TL Private Wealth | 410 | $206.6K | 0.08% | +410 | New |
| Prostatis Group LLC | 414 | $207.2K | 0.05% | −591−58.8% | Reduced |
| Zinnia Wealth Advisory, LLC | 414 | $207.2K | 0.21% | −37−8.2% | Reduced |
| Flagship Private Wealth, LLC | 414 | $207.2K | 0.07% | +414 | New |
| Great Oak Capital Partners, LLC | 417 | $207.2K | 0.04% | −207−33.2% | Reduced |
| Meridian Management Co | 415 | $207.7K | 0.05% | +415 | New |
| Stirlingshire Investments, Inc. | 417 | $208.7K | 0.15% | −3−0.7% | Reduced |
| Stokes Capital Advisors, LLC | 417 | $208.7K | 0.04% | +417 | New |
| New Perspectives, Inc | 418 | $209.2K | 0.06% | +418 | New |
| Walsh & Associates, LLC | 418 | $209.2K | 0.17% | +150+56.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 419 | $209.6K | 0.05% | −13−3.0% | Reduced |
| Breachway Investments LLC | 419 | $209.7K | 0.32% | −384−47.8% | Reduced |
| Dean, Jacobson Financial Services, LLC | 419 | $209.7K | 0.12% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 419 | $209.7K | 0.13% | +6+1.5% | Added |
| OakTrust Wealth Advisors, LLC | 420 | $210.2K | 0.18% | 00.0% | Unchanged |
| Trailhead Planners LLC | 420 | $210.2K | 0.20% | +420 | New |
| SK Wealth Management, LLC | 397 | $210.2K | 0.05% | +397 | New |
| Commerce Advisors, LLC | 421 | $210.7K | 0.11% | +421 | New |
| DecisionPoint Financial, LLC | 422 | $210.9K | 0.04% | +5+1.2% | Added |
| AdviceOne Advisory Services, LLC | 422 | $211.2K | 0.12% | 00.0% | Unchanged |
| Clear Street Markets LLC | 425 | $212.7K | 0.04% | +124+41.2% | Added |
| Harpswell Capital Advisors, LLC | 425 | $212.7K | 0.14% | +425 | New |
| Peloton Wealth Strategists | 426 | $213.0K | 0.08% | +426 | New |
| Wrenne Financial Planning LLC | 427 | $213.7K | 0.07% | +427 | New |
| Fiduciary Planning LLC | 428 | $214.2K | 0.06% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 428 | $214.2K | 0.12% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 429 | $214.7K | 0.07% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 429 | $214.7K | 0.07% | +429 | New |
| Dynamic Wealth Strategies, LLC | 430 | $215.2K | 0.11% | −22−4.9% | Reduced |
| Rockport Wealth LLC | 430 | $215.2K | 0.04% | 00.0% | Unchanged |
| NewCorp Financial Services, Inc. | 430 | $215.2K | 0.16% | +1+0.2% | Added |
| TPG Financial Advisors, LLC | 431 | $215.7K | 0.06% | +2+0.5% | Added |