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: 23 institutions have reported holding BRK.B so far. See Q3 2026
- Institutional holders
- 4,929
- +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
- 2,022 more added
- Sold out
- 125
- 1,997 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 |
|---|---|---|---|---|---|
| Keeler & Nadler Financial Planning & Wealth Management | 2,796 | $1.40M | 0.40% | −98−3.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,800 | $1.40M | 0.25% | +221+8.6% | Added |
| Beto Financial Group, LLC | 2,858 | $1.40M | 0.74% | +44+1.6% | Added |
| Private Wealth Management Group, LLC | 2,806 | $1.40M | 0.33% | +289+11.5% | Added |
| Good Harbor Advisors, Inc. | 2,809 | $1.41M | 1.37% | +9+0.3% | Added |
| Cornerstone National Bank & Trust Co | 2,813 | $1.41M | 0.48% | −316−10.1% | Reduced |
| Decision Investments, Inc | 2,819 | $1.41M | 1.28% | −15−0.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,819 | $1.41M | 0.17% | −388−12.1% | Reduced |
| Warwick Investment Management, Inc. | 2,820 | $1.41M | 0.16% | +146+5.5% | Added |
| Act Two Investors LLC | 2,821 | $1.41M | 0.29% | −125−4.2% | Reduced |
| Sunpointe, LLC | 2,824 | $1.41M | 0.40% | −149−5.0% | Reduced |
| 1922 Investment Co LLC | 2,825 | $1.41M | 74.85% | −2,350−45.4% | Reduced |
| Midwestern Financial, LLC | 2,826 | $1.41M | 0.99% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 2,829 | $1.42M | 0.51% | 00.0% | Unchanged |
| American Trust | 2,830 | $1.42M | 0.11% | −213−7.0% | Reduced |
| Sprinkle Financial Consultants LLC | 2,830 | $1.42M | 0.56% | +15+0.5% | Added |
| Mars Jewett Financial Group, Inc. | 2,830 | $1.42M | 0.29% | +131+4.9% | Added |
| Sierra Ocean, LLC | 2,836 | $1.42M | 0.98% | −27−0.9% | Reduced |
| First Business Financial Services, Inc. | 2,838 | $1.42M | 0.11% | +639+29.1% | Added |
| New World Advisors LLC | 2,842 | $1.42M | 0.24% | +151+5.6% | Added |
| Arista Wealth Management, LLC | 2,843 | $1.42M | 0.15% | +364+14.7% | Added |
| Caitong International Asset Management Co., Ltd | 2,843 | $1.42M | 0.20% | −7,016−71.2% | Reduced |
| Holistic Planning, LLC | 2,844 | $1.42M | 0.22% | +682+31.5% | Added |
| Warburton Capital Management, LLC | 2,846 | $1.42M | 0.58% | +8+0.3% | Added |
| InTrack Investment Management Inc | 2,852 | $1.43M | 0.71% | −265−8.5% | Reduced |
| Timbuktu Capital Management, LLC | 2,855 | $1.43M | 2.15% | +2,855 | New |
| Stembrook Asset Management, LLC | 2,855 | $1.43M | 1.23% | −23−0.8% | Reduced |
| Marquette Asset Management, LLC | 2,862 | $1.43M | 0.18% | −154−5.1% | Reduced |
| Compass Advisory Group LLC | 2,867 | $1.43M | 0.34% | +38+1.3% | Added |
| Falcon Wealth Planning | 2,870 | $1.44M | 0.09% | −1,319−31.5% | Reduced |
| Cyr Financial Inc. | 2,872 | $1.44M | 0.75% | +209+7.8% | Added |
| REDW Wealth LLC | 2,873 | $1.44M | 0.52% | +23+0.8% | Added |
| Legacy Wealth Partners, LLC | 2,874 | $1.44M | 0.33% | +452+18.7% | Added |
| Investment Planning Advisors, Inc. | 2,874 | $1.44M | 0.33% | +850+42.0% | Added |
| Wedge Capital Management L L P | 2,875 | $1.44M | 0.02% | −10,406−78.4% | Reduced |
| AXS Investments LLC | 2,880 | $1.44M | 0.41% | −691−19.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,880 | $1.44M | 1.02% | +2,880 | New |
| Torray LLC | 2,884 | $1.44M | 0.19% | 00.0% | Unchanged |
| Davis Capital Management | 2,887 | $1.44M | 0.86% | +151+5.5% | Added |
| Guardian Investment Management | 2,888 | $1.45M | 0.99% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2,889 | $1.45M | 1.02% | +21+0.7% | Added |
| Farley Capital L.P. | 2,894 | $1.45M | 1.14% | 00.0% | Unchanged |
| Thompson David Blair | 2,896 | $1.45M | 0.72% | −304−9.5% | Reduced |
| MN Wealth Advisors, LLC | 2,897 | $1.45M | 0.62% | +179+6.6% | Added |
| Hexagon Capital Partners LLC | 2,898 | $1.45M | 0.20% | +384+15.3% | Added |
| MKT Advisors LLC | 2,878 | $1.45M | 0.45% | −86−2.9% | Reduced |
| Hamilton Capital Partners, LLC | 2,901 | $1.45M | 0.42% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,904 | $1.45M | 0.36% | −80−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,905 | $1.45M | 0.22% | −40−1.4% | Reduced |
| Strid Group, LLC | 2,906 | $1.45M | 0.16% | +62+2.2% | Added |
| BNB Wealth Management, LLC | 2,907 | $1.45M | 0.80% | −300−9.4% | Reduced |
| Fairman Group, LLC | 2,911 | $1.46M | 1.14% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,912 | $1.46M | 0.13% | −11−0.4% | Reduced |
| McLaughlin Asset Management, Inc. | 2,914 | $1.46M | 1.00% | −91−3.0% | Reduced |
| Entrewealth, LLC | 2,781 | $1.46M | 0.54% | +1,730+164.6% | Added |
| Verity Asset Management, Inc. | 2,922 | $1.46M | 0.55% | −2,267−43.7% | Reduced |
| Sageworth Trust Co of South Dakota | 2,923 | $1.46M | 0.90% | +973+49.9% | Added |
| Taylor Hoffman Capital Management LLC | 2,924 | $1.46M | 0.36% | +35+1.2% | Added |
| Phillips Financial Management, LLC | 2,928 | $1.47M | 0.11% | −417−12.5% | Reduced |
| Marshall Financial Group LLC | 2,937 | $1.47M | 0.21% | −76−2.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,939 | $1.47M | 0.34% | +264+9.9% | Added |
| Principal Street Partners, LLC | 2,939 | $1.47M | 0.22% | +108+3.8% | Added |
| BCS Wealth Management | 2,939 | $1.47M | 0.26% | −297−9.2% | Reduced |
| 360 Financial, Inc. | 2,940 | $1.47M | 0.37% | −281−8.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,945 | $1.47M | 0.17% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,946 | $1.47M | 0.31% | −2,607−46.9% | Reduced |
| Stockman Wealth Management, Inc. | 2,946 | $1.47M | 0.15% | −733−19.9% | Reduced |
| Country Trust Bank | 2,949 | $1.48M | 0.03% | −297−9.1% | Reduced |
| First County Bank | 2,950 | $1.48M | 0.69% | +557+23.3% | Added |
| Capstone Financial Advisors, Inc. | 2,953 | $1.48M | 0.07% | +16+0.5% | Added |
| Monument Capital Management | 2,960 | $1.48M | 0.30% | +1,904+180.3% | Added |
| Storgate, LLC | 2,960 | $1.48M | 0.31% | +2,960 | New |
| Heritage Wealth Management, Inc. | 2,964 | $1.48M | 0.37% | −65−2.1% | Reduced |
| South Street Advisors LLC | 2,971 | $1.49M | 0.19% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2,977 | $1.49M | 0.41% | +10+0.3% | Added |
| Fairvoy Private Wealth, LLC | 2,979 | $1.49M | 0.30% | +1,233+70.6% | Added |
| JT Stratford LLC | 2,982 | $1.49M | 0.16% | −2,181−42.2% | Reduced |
| 4WEALTH Advisors, Inc. | 3,011 | $1.49M | 1.15% | +151+5.3% | Added |
| Cura Wealth Advisors, LLC | 2,987 | $1.49M | 0.64% | +71+2.4% | Added |
| Nautilus Advisors LLC | 3,029 | $1.50M | 0.88% | −2,209−42.2% | Reduced |
| Spreng Capital Management, Inc. | 2,993 | $1.50M | 0.54% | +13+0.4% | Added |
| River Street Advisors LLC | 2,993 | $1.50M | 0.44% | +145+5.1% | Added |
| Jackson Thornton Asset Management, LLC | 2,999 | $1.50M | 0.12% | +1,076+56.0% | Added |
| Generali Investments, Management Co LLC | 2,999 | $1.50M | 0.33% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $1.50M | 0.05% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 3,001 | $1.50M | 0.20% | −65−2.1% | Reduced |
| James Hambro & Partners | 3,004 | $1.50M | 0.05% | +1,155+62.5% | Added |
| Northland Securities, Inc. | 3,006 | $1.50M | 0.88% | −72−2.3% | Reduced |
| Beacon Financial Advisory LLC | 3,006 | $1.50M | 0.30% | −44−1.4% | Reduced |
| Partnership Wealth Management, LLC | 3,006 | $1.50M | 1.02% | +123+4.3% | Added |
| Milestone Asset Management, LLC | 3,008 | $1.51M | 0.24% | −10.0% | Reduced |
| Financial Perspectives, Inc | 3,015 | $1.51M | 0.37% | +63+2.1% | Added |
| Legacy Capital Wealth Partners, LLC | 3,015 | $1.51M | 0.29% | +388+14.8% | Added |
| Affinity Capital Advisors, LLC | 2,979 | $1.51M | 0.19% | +269+9.9% | Added |
| TFB Advisors LLC | 3,023 | $1.51M | 0.67% | −140−4.4% | Reduced |
| Maripau Wealth Management LLC | 3,025 | $1.51M | 0.54% | +481+18.9% | Added |
| OceanIQ Capital, LLC | 2,930 | $1.51M | 0.93% | +2,930 | New |
| XY Planning Network, Inc. | 3,030 | $1.52M | 0.19% | −141−4.4% | Reduced |
| Two Sigma Securities, LLC | 3,030 | $1.52M | 0.13% | +2,406+385.6% | Added |
| Veratis Advisors, Inc. | 3,033 | $1.52M | 1.07% | +3,033 | New |