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 |
|---|---|---|---|---|---|
| Cravens & Co Advisors, LLC | 3,034 | $1.52M | 1.02% | +3,034 | New |
| McGowan Group Asset Management, Inc. | 3,036 | $1.52M | 0.18% | +3+0.1% | Added |
| VSM Wealth Advisory, LLC | 3,037 | $1.52M | 0.40% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,039 | $1.52M | 0.16% | −99−3.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,040 | $1.52M | 0.18% | +93+3.2% | Added |
| Sandro Wealth Management LLC | 3,041 | $1.52M | 1.10% | +139+4.8% | Added |
| Gentry Private Wealth, LLC | 3,046 | $1.52M | 0.78% | +115+3.9% | Added |
| Strong Retirement Solutions LLC | 3,051 | $1.53M | 0.92% | +351+13.0% | Added |
| Missouri Trust & Investment Co | 2,986 | $1.53M | 0.42% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,058 | $1.53M | 0.26% | +22+0.7% | Added |
| Advisory Research Inc | 3,058 | $1.53M | 0.15% | +27+0.9% | Added |
| Amarillo National Bank | 3,059 | $1.53M | 0.25% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,061 | $1.53M | 0.21% | −815−21.0% | Reduced |
| Continental Investors Services, Inc. | 2,953 | $1.53M | 1.20% | +49+1.7% | Added |
| Gilpin Wealth Management, LLC | 3,062 | $1.53M | 1.06% | −203−6.2% | Reduced |
| Darden Wealth Group Inc | 3,064 | $1.53M | 0.61% | −90−2.9% | Reduced |
| State of Wyoming | 3,067 | $1.53M | 0.16% | −189−5.8% | Reduced |
| Durante & Waters, LLC | 3,080 | $1.54M | 1.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,087 | $1.54M | 0.42% | −27−0.9% | Reduced |
| Putney Financial Group LLC | 3,088 | $1.55M | 1.39% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,088 | $1.55M | 0.20% | +486+18.7% | Added |
| Strategies Wealth Advisors, LLC | 3,092 | $1.55M | 0.14% | −2−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 3,098 | $1.55M | 0.72% | −50−1.6% | Reduced |
| Ullmann Financial Group, Inc. | 3,098 | $1.55M | 0.14% | +31+1.0% | Added |
| City National Bank of Florida | 3,099 | $1.55M | 0.65% | +907+41.4% | Added |
| Paul Damon & Associates, Inc. | 3,100 | $1.55M | 0.60% | −32−1.0% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 3,100 | $1.55M | 0.72% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,101 | $1.55M | 0.53% | −711−18.7% | Reduced |
| Carmel Capital Partners, LLC | 3,101 | $1.55M | 0.51% | +527+20.5% | Added |
| LifeSteps Financial, Inc. | 3,106 | $1.55M | 0.72% | +31+1.0% | Added |
| Tandem Investment Partners LLC | 3,110 | $1.56M | 1.20% | −35−1.1% | Reduced |
| RW Investment Management LLC | 3,114 | $1.56M | 0.14% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 3,119 | $1.56M | 1.08% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,120 | $1.56M | 0.29% | +926+42.2% | Added |
| Asset Planning,Inc | 3,126 | $1.56M | 1.01% | −470−13.1% | Reduced |
| Vima LLC | 3,126 | $1.56M | 1.52% | +3,126 | New |
| Greenfield Savings Bank | 3,129 | $1.57M | 0.59% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 3,130 | $1.57M | 0.37% | −716−18.6% | Reduced |
| Arsenal Capital Advisors LLC | 3,137 | $1.57M | 0.93% | −93−2.9% | Reduced |
| Blue Capital, Inc. | 3,138 | $1.57M | 1.00% | −148−4.5% | Reduced |
| Heck Capital Advisors, LLC | 3,139 | $1.57M | 0.09% | +8+0.3% | Added |
| Campbell Capital Management Inc | 3,139 | $1.57M | 0.56% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 3,140 | $1.57M | 0.49% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,143 | $1.57M | 0.26% | −58−1.8% | Reduced |
| Pasadena Private Wealth, LLC | 3,145 | $1.57M | 0.20% | −64−2.0% | Reduced |
| Smith Thornton Advisors LLC | 3,168 | $1.57M | 0.69% | +61+2.0% | Added |
| Sjbenen Advisory, LLC | 3,137 | $1.57M | 0.93% | −100−3.1% | Reduced |
| Alchemi Wealth, LLC | 3,150 | $1.58M | 0.74% | −180−5.4% | Reduced |
| Guardian Capital LP | 3,155 | $1.58M | 0.04% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 3,183 | $1.58M | 0.11% | −95−2.9% | Reduced |
| Atlantic Family Wealth, LLC | 3,163 | $1.58M | 1.01% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,165 | $1.58M | 0.59% | 00.0% | Unchanged |
| Atwater Malick LLC | 3,167 | $1.58M | 0.35% | +113+3.7% | Added |
| Brown Financial Advisors | 3,170 | $1.59M | 0.55% | −810−20.4% | Reduced |
| Ballew Advisors, Inc | 3,124 | $1.59M | 0.82% | −1,654−34.6% | Reduced |
| Aries Wealth Management | 3,182 | $1.59M | 0.31% | −38−1.2% | Reduced |
| Plan A Wealth LLC | 3,185 | $1.59M | 0.68% | −1,442−31.2% | Reduced |
| Northstar Financial Companies, Inc. | 3,186 | $1.59M | 1.07% | +760+31.3% | Added |
| South Plains Financial, Inc. | 3,197 | $1.60M | 0.86% | +415+14.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 3,202 | $1.60M | 0.34% | −150−4.5% | Reduced |
| Byrne Asset Management LLC | 3,205 | $1.60M | 0.87% | −276−7.9% | Reduced |
| Oakwell Private Wealth Management, LLC | 3,206 | $1.60M | 0.27% | −10.0% | Reduced |
| Flynn Zito Capital Management, LLC | 3,207 | $1.60M | 0.44% | +376+13.3% | Added |
| Virtue Asset Management LLC | 3,207 | $1.60M | 1.13% | +139+4.5% | Added |
| KFG Wealth Management, LLC | 3,208 | $1.61M | 0.18% | −6−0.2% | Reduced |
| Cedar Point Capital Partners, LLC | 3,208 | $1.61M | 0.92% | +367+12.9% | Added |
| Pacific Excel Wealth Advisors, Inc. | 3,213 | $1.61M | 0.62% | +3,213 | New |
| Heritage Family Offices, LLP | 3,213 | $1.61M | 0.62% | +701+27.9% | Added |
| TMB Capital Partners, LLC | 3,216 | $1.61M | 0.50% | +763+31.1% | Added |
| Legend Financial Advisors, Inc. | 3,217 | $1.61M | 0.91% | +58+1.8% | Added |
| Mountain Capital Investment Advisors, Inc | 3,218 | $1.61M | 0.23% | −16−0.5% | Reduced |
| Ironsides Asset Advisors, LLC | 3,220 | $1.61M | 0.38% | −100−3.0% | Reduced |
| Kingsman Wealth Management, Inc. | 3,224 | $1.61M | 0.76% | −1,374−29.9% | Reduced |
| Oliver Luxxe Assets LLC | 3,225 | $1.61M | 0.24% | −90−2.7% | Reduced |
| Cooper Capital Advisors LLC | 3,230 | $1.62M | 0.70% | −17−0.5% | Reduced |
| Cascades Capital Asset Management, LLC | 3,234 | $1.62M | 0.60% | −85−2.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,057 | $1.62M | 0.65% | +70+2.3% | Added |
| Burton Enright Welch | 3,235 | $1.62M | 0.19% | +42+1.3% | Added |
| Westend Capital Management, LLC | 3,237 | $1.62M | 0.37% | +3,081+1,975.0% | Added |
| AllGen Financial Advisors, Inc. | 3,240 | $1.62M | 0.35% | −272−7.7% | Reduced |
| Fairway Wealth LLC | 3,240 | $1.62M | 0.37% | 00.0% | Unchanged |
| Elevated Financial Group LLC | 3,244 | $1.62M | 0.46% | +266+8.9% | Added |
| Francis Financial, Inc. | 3,244 | $1.62M | 0.27% | +384+13.4% | Added |
| Channing Global Advisors, LLC | 3,245 | $1.62M | 0.84% | −1,809−35.8% | Reduced |
| Northern Lights Advisors, Inc. | 3,245 | $1.62M | 0.88% | +1,404+76.3% | Added |
| F/M Investments LLC | 3,250 | $1.63M | 0.08% | −41−1.2% | Reduced |
| Capital Group Private Client Services, Inc. | 3,255 | $1.63M | 0.02% | +3,255 | New |
| MainStreet Investment Advisors LLC | 3,258 | $1.63M | 0.22% | −97−2.9% | Reduced |
| Sollinda Capital Management LLC | 3,264 | $1.63M | 0.35% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 3,274 | $1.64M | 1.28% | +328+11.1% | Added |
| Helen Stephens Group, LLC | 3,278 | $1.64M | 0.28% | 00.0% | Unchanged |
| Ceera Investments, LLC | 3,285 | $1.64M | 0.70% | −16−0.5% | Reduced |
| M1 Capital Management LLC | 3,287 | $1.64M | 0.61% | 00.0% | Unchanged |
| Penbrook Management LLC | 3,290 | $1.65M | 1.05% | −10−0.3% | Reduced |
| Hall Laurie J Trustee | 3,295 | $1.65M | 0.51% | −50−1.5% | Reduced |
| SL Advisors, LLC | 3,298 | $1.65M | 2.89% | −290−8.1% | Reduced |
| Dempze Nancy E | 3,301 | $1.65M | 0.79% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 3,304 | $1.65M | 0.83% | −5−0.2% | Reduced |
| Wolff Financial Management LLC | 3,304 | $1.65M | 0.33% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 3,306 | $1.65M | 1.30% | 00.0% | Unchanged |