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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 3,308 | $1.66M | 0.64% | −3−0.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,312 | $1.66M | 0.42% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,324 | $1.66M | 0.14% | −236−6.6% | Reduced |
| Mattern Capital Management, LLC | 3,325 | $1.66M | 0.19% | +333+11.1% | Added |
| River Wealth Advisors LLC | 3,328 | $1.67M | 0.17% | −19−0.6% | Reduced |
| FFT Wealth Management LLC | 3,332 | $1.67M | 0.26% | −200−5.7% | Reduced |
| DSG Capital Advisors, LLC | 3,398 | $1.67M | 0.24% | −3,357−49.7% | Reduced |
| Chesley Taft & Associates LLC | 3,335 | $1.67M | 0.06% | −309−8.5% | Reduced |
| Blalock Williams, LLC | 3,346 | $1.67M | 1.09% | +216+6.9% | Added |
| Narus Financial Partners, LLC | 3,348 | $1.68M | 0.43% | −394−10.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,351 | $1.68M | 0.08% | −126−3.6% | Reduced |
| Access Financial Services, Inc. | 3,356 | $1.68M | 0.55% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 3,359 | $1.68M | 0.62% | +53+1.6% | Added |
| Jacobsen Capital Management | 3,363 | $1.68M | 0.49% | −36−1.1% | Reduced |
| Entrust Financial LLC | 3,366 | $1.68M | 1.09% | +11+0.3% | Added |
| Birchbrook, Inc. | 3,369 | $1.69M | 0.79% | −318−8.6% | Reduced |
| Wealth Advisory Solutions, LLC | 3,375 | $1.69M | 0.35% | −289−7.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 3,382 | $1.69M | 0.50% | +19+0.6% | Added |
| Fermata Advisors, LLC | 3,382 | $1.69M | 0.34% | +189+5.9% | Added |
| Equity Wealth Partners, LLC | 3,384 | $1.69M | 0.61% | +190+5.9% | Added |
| Advisors Management Group Inc | 3,387 | $1.69M | 0.28% | +19+0.6% | Added |
| White Lighthouse Investment Management Inc. | 3,387 | $1.69M | 0.21% | −895−20.9% | Reduced |
| Clune & Associates, Ltd. | 3,389 | $1.70M | 0.26% | −12−0.4% | Reduced |
| St. Johns Investment Management Company, LLC | 3,389 | $1.70M | 0.64% | +198+6.2% | Added |
| Ellenbecker Investment Group | 3,392 | $1.70M | 0.20% | +266+8.5% | Added |
| Umpqua Bank | 3,401 | $1.70M | 0.38% | +166+5.1% | Added |
| Shrier Wealth Management, LLC | 3,403 | $1.70M | 0.57% | +87+2.6% | Added |
| Wealthedge Investment Advisors, LLC | 3,404 | $1.70M | 0.58% | −815−19.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,404 | $1.70M | 0.27% | −6−0.2% | Reduced |
| Consolidated Planning Corp | 3,414 | $1.71M | 0.23% | −129−3.6% | Reduced |
| Planning Alternatives Ltd | 3,417 | $1.71M | 0.18% | +465+15.8% | Added |
| First National Bank & Trust Co of Newtown | 3,352 | $1.71M | 0.35% | −130−3.7% | Reduced |
| Dodds Wealth, LLC | 3,431 | $1.72M | 0.39% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,434 | $1.72M | 0.60% | −88−2.5% | Reduced |
| Red Wave Investments LLC | 3,438 | $1.72M | 0.44% | −80−2.3% | Reduced |
| Antonelli Financial Advisors, LLC | 3,441 | $1.72M | 1.18% | −47−1.3% | Reduced |
| United Advisor Group, LLC | 3,442 | $1.72M | 0.18% | +157+4.8% | Added |
| Valley Brook Capital Group | 3,443 | $1.72M | 0.98% | +20+0.6% | Added |
| Petra Financial Advisors Inc | 3,443 | $1.72M | 0.80% | +191+5.9% | Added |
| Integrity Advisory Solutions, LLC | 3,445 | $1.72M | 0.18% | +1,033+42.8% | Added |
| Kera Capital Partners, Inc. | 3,450 | $1.73M | 0.17% | +376+12.2% | Added |
| Gill Capital Partners, LLC | 3,451 | $1.73M | 0.46% | −340−9.0% | Reduced |
| Oak Barrel Wealth Advisory LLC | 3,458 | $1.73M | 0.76% | +3,458 | New |
| Johnson Financial Group, LLC | 3,462 | $1.73M | 0.09% | +1,101+46.6% | Added |
| Paradigm Asset Management Co LLC | 3,464 | $1.73M | 0.37% | +900+35.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,466 | $1.73M | 0.61% | +8+0.2% | Added |
| Riversedge Advisors, LLC | 3,469 | $1.74M | 0.23% | +707+25.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,473 | $1.74M | 0.63% | −15−0.4% | Reduced |
| Shelter Mutual Insurance Co | 3,474 | $1.74M | 0.37% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,476 | $1.74M | 0.11% | −501−12.6% | Reduced |
| Landmark Wealth Management, Inc. | 3,476 | $1.74M | 0.58% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,479 | $1.74M | 1.40% | +813+30.5% | Added |
| Montz Harcus Wealth Management LLC | 3,480 | $1.74M | 0.62% | +22+0.6% | Added |
| Elevatus Welath Management | 3,485 | $1.74M | 0.42% | +1,248+55.8% | Added |
| Pathway Financial Advisers, LLC | 3,496 | $1.75M | 0.44% | −12−0.3% | Reduced |
| Horst & Graben Wealth Management LLC | 3,508 | $1.75M | 0.23% | −16−0.5% | Reduced |
| William John Sempolinski | 3,510 | $1.76M | 0.71% | +1,010+40.4% | Added |
| Signature Wealth Management Partners, LLC | 3,511 | $1.76M | 0.82% | +125+3.7% | Added |
| 49 Wealth Management, LLC | 3,515 | $1.76M | 0.34% | +977+38.5% | Added |
| Alongside, LLC | 3,515 | $1.76M | 0.34% | +3,515 | New |
| Scissortail Wealth Management, LLC | 3,517 | $1.76M | 0.34% | −1,337−27.5% | Reduced |
| Mindset Wealth Management, LLC | 3,517 | $1.76M | 0.34% | −12−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,524 | $1.76M | 0.35% | −15−0.4% | Reduced |
| South Shore Capital Advisors | 3,522 | $1.76M | 1.18% | −1,227−25.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,535 | $1.77M | 1.02% | +26+0.7% | Added |
| Godfrey Financial Associates, Inc. | 3,548 | $1.78M | 1.36% | +196+5.8% | Added |
| Matisse Capital | 3,558 | $1.78M | 0.71% | +78+2.2% | Added |
| Mirabaud & Cie SA | 3,560 | $1.78M | 0.71% | +55+1.6% | Added |
| Two West Capital Advisors LLC | 3,628 | $1.78M | 0.89% | −26−0.7% | Reduced |
| GW Henssler & Associates Ltd | 3,564 | $1.78M | 0.08% | −221−5.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,564 | $1.78M | 0.48% | −40−1.1% | Reduced |
| Boulder Wealth Advisors, LLC | 3,571 | $1.79M | 0.65% | −223−5.9% | Reduced |
| Clayton Financial Group LLC | 3,574 | $1.79M | 0.99% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,579 | $1.79M | 0.35% | −18−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 3,585 | $1.79M | 0.33% | −535−13.0% | Reduced |
| Cassia Capital Partners, LLC | 3,595 | $1.80M | 0.87% | +115+3.3% | Added |
| Boreal Capital Management LLC | 3,597 | $1.80M | 1.34% | +200+5.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,599 | $1.80M | 0.56% | −81−2.2% | Reduced |
| Proffitt & Goodson Inc | 3,599 | $1.80M | 0.25% | +38+1.1% | Added |
| CDM Financial Counseling Services, Inc. | 3,605 | $1.80M | 1.55% | +338+10.3% | Added |
| KDT Advisors, LLC | 3,613 | $1.81M | 2.50% | +378+11.7% | Added |
| Charles Schwab Trust Co | 3,616 | $1.81M | 0.10% | −325−8.2% | Reduced |
| S.A. Mason LLC | 3,618 | $1.81M | 0.56% | +211+6.2% | Added |
| Hoey Investments, Inc | 3,623 | $1.81M | 0.24% | −4,303−54.3% | Reduced |
| Measured Risk Portfolios, Inc. | 3,630 | $1.82M | 1.62% | −16−0.4% | Reduced |
| MV Capital Management, Inc. | 3,631 | $1.82M | 0.16% | +18+0.5% | Added |
| Alta Wealth Advisors LLC | 3,634 | $1.82M | 0.49% | −16−0.4% | Reduced |
| Allied Investment Advisors, LLC | 3,636 | $1.82M | 0.23% | +100+2.8% | Added |
| Cairn Investment Group, Inc. | 3,637 | $1.82M | 0.80% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 3,639 | $1.82M | 0.62% | 00.0% | Unchanged |
| Base Wealth Management LLC | 3,641 | $1.82M | 0.85% | +23+0.6% | Added |
| Pacific Sage Partners, LLC | 3,645 | $1.82M | 0.26% | +161+4.6% | Added |
| First Community Trust NA | 3,661 | $1.83M | 0.83% | +171+4.9% | Added |
| Kidder Stephen W | 3,666 | $1.83M | 0.46% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 3,670 | $1.84M | 1.01% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 3,680 | $1.84M | 0.35% | −143−3.7% | Reduced |
| Strategic Investment Advisors | 3,684 | $1.84M | 0.11% | −790−17.7% | Reduced |
| Piedmont Capital Management, LLC | 3,689 | $1.85M | 1.13% | −53−1.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,692 | $1.85M | 1.13% | 00.0% | Unchanged |
| Helium Advisors LLC | 3,695 | $1.85M | 1.54% | +10+0.3% | Added |