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 |
|---|---|---|---|---|---|
| Cypress Financial Planning LLC | 3,696 | $1.85M | 0.45% | −88−2.3% | Reduced |
| Summit Wealth Group LLC | 3,711 | $1.86M | 0.15% | +320+9.4% | Added |
| Roble, Belko & Company, Inc | 3,723 | $1.86M | 0.20% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,728 | $1.87M | 0.07% | +1,411+60.9% | Added |
| Magnolia Private Wealth, LLC | 3,729 | $1.87M | 1.02% | +201+5.7% | Added |
| Fortis Capital Management LLC | 3,729 | $1.87M | 0.21% | −182−4.7% | Reduced |
| Grant Street Asset Management, Inc. | 3,743 | $1.87M | 0.31% | −30−0.8% | Reduced |
| Camden National Bank | 3,743 | $1.87M | 0.24% | −20−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,747 | $1.87M | 0.24% | +226+6.4% | Added |
| CKW Financial Group | 3,754 | $1.88M | 0.18% | −210−5.3% | Reduced |
| Alpha Family Trust | 3,750 | $1.88M | 0.75% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 3,752 | $1.88M | 0.98% | +575+18.1% | Added |
| DecisionMap Wealth Management, LLC | 3,754 | $1.88M | 1.05% | −46−1.2% | Reduced |
| Skba Capital Management LLC | 3,755 | $1.88M | 0.31% | +877+30.5% | Added |
| Symmetry Partners, LLC | 3,758 | $1.88M | 0.10% | +588+18.5% | Added |
| Gold Investment Management Ltd. | 3,763 | $1.88M | 0.51% | −15−0.4% | Reduced |
| TriaGen Wealth Management LLC | 3,784 | $1.89M | 0.48% | +286+8.2% | Added |
| Wealthspan Partners, LLC | 3,785 | $1.89M | 0.60% | −166−4.2% | Reduced |
| Financial Network Wealth Management LLC | 3,791 | $1.90M | 0.54% | 00.0% | Unchanged |
| Vann Equity Management LLC | 3,791 | $1.90M | 1.15% | −143−3.6% | Reduced |
| Bolthouse Investments, LLC | 3,801 | $1.90M | 1.54% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 3,806 | $1.90M | 0.80% | +32+0.8% | Added |
| Wedgewood Investors Inc | 3,816 | $1.91M | 1.96% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 3,822 | $1.91M | 0.96% | −58−1.5% | Reduced |
| Fortress Private Ledger, LLC | 3,826 | $1.91M | 0.52% | −539−12.3% | Reduced |
| First Financial Bank - Trust Division | 3,828 | $1.92M | 0.14% | −43−1.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,838 | $1.92M | 0.41% | −7−0.2% | Reduced |
| Perissos Private Wealth Management, LLC | 3,838 | $1.92M | 1.30% | +50+1.3% | Added |
| Alaethes Wealth LLC | 3,839 | $1.92M | 0.56% | −78−2.0% | Reduced |
| Viawealth, LLC | 3,840 | $1.92M | 0.97% | −10.0% | Reduced |
| S.E.E.D. Planning Group LLC | 3,844 | $1.92M | 0.51% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,848 | $1.93M | 0.70% | −152−3.8% | Reduced |
| Verum Partners LLC | 3,850 | $1.93M | 0.29% | +506+15.1% | Added |
| Tableaux LLC | 3,851 | $1.93M | 0.81% | −45−1.2% | Reduced |
| Cedrus Wealth Group LLC | 3,866 | $1.93M | 1.69% | +1,037+36.7% | Added |
| Atwood & Palmer Inc | 3,869 | $1.94M | 0.10% | +5+0.1% | Added |
| Cambridge Financial Group, LLC | 3,879 | $1.94M | 0.61% | −1,482−27.6% | Reduced |
| Elevation Wealth Management LLC | 3,879 | $1.94M | 1.45% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,880 | $1.94M | 0.12% | +82+2.2% | Added |
| LongView Wealth Management | 3,883 | $1.94M | 0.50% | −1,482−27.6% | Reduced |
| Brucke Financial, Inc. | 3,888 | $1.95M | 0.86% | +36+0.9% | Added |
| J. M. Brown & Associates Inc. | 3,901 | $1.95M | 1.12% | +3,901 | New |
| D.B. Root & Company, LLC | 3,904 | $1.95M | 0.41% | +74+1.9% | Added |
| Colton Groome Financial Advisors, LLC | 3,905 | $1.95M | 0.47% | +1,874+92.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,906 | $1.95M | 0.19% | +301+8.3% | Added |
| Tranquilli Financial Advisor LLC | 3,908 | $1.96M | 1.05% | +16+0.4% | Added |
| Bank of Nova Scotia Trust Co | 3,909 | $1.96M | 0.16% | +117+3.1% | Added |
| MEMBERS Trust Co | 3,916 | $1.96M | 0.06% | −145−3.6% | Reduced |
| Quantum Private Wealth, LLC | 3,919 | $1.96M | 0.50% | −150−3.7% | Reduced |
| Sage Capital Management, LLC | 3,921 | $1.96M | 0.77% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,922 | $1.96M | 0.04% | −1,090−21.7% | Reduced |
| BCJ Capital Management, LLC | 3,932 | $1.97M | 0.10% | +93+2.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,934 | $1.97M | 0.45% | +500+14.6% | Added |
| Hickory Point Bank & Trust | 3,936 | $1.97M | 1.19% | +125+3.3% | Added |
| Eclectic Associates Inc | 3,942 | $1.97M | 0.22% | −341−8.0% | Reduced |
| Bearing Point Capital, LLC | 3,942 | $1.97M | 0.27% | −25−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 3,945 | $1.97M | 0.22% | +339+9.4% | Added |
| Paragon Capital Management LLC | 3,946 | $1.97M | 0.91% | +105+2.7% | Added |
| TCFG Investment Advisors, LLC | 3,950 | $1.98M | 0.67% | −5−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,965 | $1.98M | 0.02% | −20−0.5% | Reduced |
| Terra Nova Asset Management LLC | 3,967 | $1.99M | 1.22% | −157−3.8% | Reduced |
| Silverlake Wealth Management LLC | 3,971 | $1.99M | 0.38% | −21−0.5% | Reduced |
| BTC Capital Management, Inc. | 3,979 | $1.99M | 0.12% | +40+1.0% | Added |
| Jessup Wealth Management, Inc | 3,980 | $1.99M | 0.59% | +1,000+33.6% | Added |
| Capitol Family Office, Inc. | 3,984 | $1.99M | 2.11% | −341−7.9% | Reduced |
| Curated Wealth Partners LLC | 3,985 | $1.99M | 0.23% | −1,399−26.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,987 | $2.00M | 0.12% | −216−5.1% | Reduced |
| Laurel Wealth Planning LLC | 3,987 | $2.00M | 0.88% | −100−2.4% | Reduced |
| Verity & Verity, LLC | 3,987 | $2.00M | 0.14% | −23−0.6% | Reduced |
| Monetary Management Group Inc | 3,988 | $2.00M | 0.41% | −350−8.1% | Reduced |
| Palisade Asset Management, LLC | 3,996 | $2.00M | 0.18% | +60+1.5% | Added |
| Schwartz Investment Counsel Inc | 4,010 | $2.01M | 0.07% | +600+17.6% | Added |
| Golden Reserve Retirement LLC | 4,012 | $2.01M | 0.32% | +2,144+114.8% | Added |
| Independence Asset Advisors, LLC | 4,015 | $2.01M | 0.52% | +4,015 | New |
| Portland Global Advisors LLC | 4,021 | $2.01M | 0.19% | −64−1.6% | Reduced |
| Adelphi Trust Co | 4,025 | $2.01M | 1.34% | +934+30.2% | Added |
| Perkins Coie Trust Co | 4,026 | $2.01M | 0.33% | +3,454+603.8% | Added |
| Resources Management Corp | 4,027 | $2.02M | 0.25% | +23+0.6% | Added |
| Manchester Financial Inc | 4,029 | $2.02M | 0.36% | +58+1.5% | Added |
| Westside Investment Management, Inc. | 4,031 | $2.02M | 0.26% | −485−10.7% | Reduced |
| Matters Capital LLC | 4,033 | $2.02M | 1.41% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,038 | $2.02M | 1.63% | +8+0.2% | Added |
| Stonebridge Capital Advisors LLC | 4,039 | $2.02M | 0.13% | −676−14.3% | Reduced |
| Tandem Capital Management Corp | 4,040 | $2.02M | 0.85% | +34+0.8% | Added |
| ZEGA Investments, LLC | 4,049 | $2.03M | 0.34% | +187+4.8% | Added |
| Perryman Financial Advisory Inc | 4,051 | $2.03M | 0.27% | +957+30.9% | Added |
| Legacy Trust | 4,052 | $2.03M | 0.36% | −589−12.7% | Reduced |
| Element Wealth, LLC | 4,052 | $2.03M | 0.76% | +47+1.2% | Added |
| Canopy Partners, LLC | 4,053 | $2.03M | 0.61% | +9+0.2% | Added |
| Potentia Wealth | 4,054 | $2.03M | 0.83% | −14,167−77.8% | Reduced |
| Emprise Bank | 4,058 | $2.03M | 0.75% | −333−7.6% | Reduced |
| Prosperity Planning, Inc. | 4,067 | $2.03M | 0.47% | +11+0.3% | Added |
| Rubicon Advisors, GP | 4,069 | $2.04M | 1.48% | −118−2.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,071 | $2.04M | 0.30% | −290−6.6% | Reduced |
| Foster & Motley Inc | 4,087 | $2.04M | 0.09% | +2,227+119.7% | Added |
| Mattern Wealth Management LLC | 4,088 | $2.05M | 0.34% | −215−5.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,089 | $2.05M | 0.01% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 4,101 | $2.05M | 0.05% | −50−1.2% | Reduced |
| Bangor Savings Bank | 4,106 | $2.05M | 0.15% | +309+8.1% | Added |
| bLong Financial, LLC | 4,107 | $2.06M | 1.34% | −190−4.4% | Reduced |