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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| McNaughton Wealth Management, LLC | 4,112 | $2.06M | 0.73% | +397+10.7% | Added |
| Mayport, LLC | 4,118 | $2.06M | 0.32% | +645+18.6% | Added |
| Trivant Custom Portfolio Group, LLC | 4,123 | $2.07M | 1.10% | +90+2.2% | Added |
| Coquina Private Wealth LLC | 4,129 | $2.07M | 1.40% | −122−2.9% | Reduced |
| Wealth Preservation Advisors, LLC | 4,131 | $2.07M | 1.18% | +3,908+1,752.5% | Added |
| Innovative Asset Advisors Group, LLC | 4,133 | $2.07M | 0.90% | +85+2.1% | Added |
| Park Capital Management, LLC | 4,135 | $2.07M | 1.22% | −270−6.1% | Reduced |
| Brown Financial Advisory | 4,135 | $2.07M | 0.86% | −146−3.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,139 | $2.07M | 0.60% | +50+1.2% | Added |
| Affiance Financial, LLC | 4,141 | $2.07M | 0.30% | −215−4.9% | Reduced |
| Betterment LLC | 4,149 | $2.08M | 0.00% | +541+15.0% | Added |
| Comprehensive Financial Planning, Inc. | 4,149 | $2.08M | 1.11% | −50−1.2% | Reduced |
| Everpar Advisors LLC | 4,151 | $2.08M | 0.59% | +322+8.4% | Added |
| Liberty Capital Management, Inc. | 4,153 | $2.08M | 0.36% | +4,153 | New |
| Orca Wealth Management, LLC | 4,156 | $2.08M | 1.25% | +172+4.3% | Added |
| Kercheville Advisors, LLC | 4,156 | $2.08M | 0.63% | −560−11.9% | Reduced |
| Greatmark Investment Partners, Inc. | 4,159 | $2.08M | 0.23% | −15−0.4% | Reduced |
| Corrado Advisors, LLC | 4,164 | $2.08M | 0.96% | −73−1.7% | Reduced |
| Caxton Associates LLP | 4,169 | $2.09M | 0.04% | +3,676+745.6% | Added |
| Pennsylvania Capital Management Inc | 4,175 | $2.09M | 0.53% | +149+3.7% | Added |
| Sym Financial Corp | 4,176 | $2.09M | 0.17% | +646+18.3% | Added |
| McLean Asset Management Corp | 4,092 | $2.09M | 0.28% | −81−1.9% | Reduced |
| Bensler, LLC | 4,186 | $2.09M | 0.19% | −156−3.6% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 4,191 | $2.10M | 0.18% | +1,705+68.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,205 | $2.10M | 0.18% | −48−1.1% | Reduced |
| Variant Private Wealth, LLC | 4,208 | $2.11M | 2.37% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,208 | $2.11M | 0.95% | +2,378+129.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,216 | $2.11M | 0.07% | −64−1.5% | Reduced |
| Headinvest, LLC | 4,218 | $2.11M | 0.39% | +259+6.5% | Added |
| MW Advisory, LLC | 4,220 | $2.11M | 0.84% | +4,220 | New |
| Diversified Management Inc | 4,223 | $2.11M | 0.45% | −4,337−50.7% | Reduced |
| Ewa, LLC | 4,224 | $2.11M | 0.39% | +146+3.6% | Added |
| Net Worth Advisory Group | 4,230 | $2.12M | 0.53% | −792−15.8% | Reduced |
| Blue Line Capital, LLC | 4,239 | $2.12M | 1.83% | +1,143+36.9% | Added |
| MBM Wealth Consultants, LLC | 4,242 | $2.12M | 0.41% | +657+18.3% | Added |
| Hall Capital Management Co Inc | 4,247 | $2.13M | 0.66% | −309−6.8% | Reduced |
| Garrison Point Advisors, LLC | 4,247 | $2.13M | 0.86% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 4,249 | $2.13M | 0.41% | +1,814+74.5% | Added |
| Advisory Resource Group | 4,259 | $2.13M | 0.32% | +19+0.4% | Added |
| Prossimo Advisors, LLC | 4,264 | $2.13M | 12.31% | +10+0.2% | Added |
| Dean Investment Associates, LLC | 4,265 | $2.13M | 0.28% | −103−2.4% | Reduced |
| Ponta Wealth Partners, LLC | 4,267 | $2.14M | 1.14% | +260+6.5% | Added |
| Peachtree Investment Partners, LLC | 4,269 | $2.14M | 0.68% | −301−6.6% | Reduced |
| Invst, LLC | 4,284 | $2.14M | 0.21% | +463+12.1% | Added |
| Sage Investment Counsel LLC | 4,290 | $2.15M | 2.15% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 4,298 | $2.15M | 0.09% | +100+2.4% | Added |
| CCG Wealth Management, LLC | 4,298 | $2.15M | 0.50% | +415+10.7% | Added |
| Financial Partners Group, Inc | 4,310 | $2.16M | 0.22% | −548−11.3% | Reduced |
| Archer Investment Corp | 4,315 | $2.16M | 0.41% | +145+3.5% | Added |
| Nordwand Advisors, LLC | 4,322 | $2.16M | 0.33% | +97+2.3% | Added |
| Income Insurance Ltd | 4,324 | $2.16M | 1.29% | +120+2.9% | Added |
| Havemeyer Place LP | 4,325 | $2.16M | 0.21% | +2,762+176.7% | Added |
| Willner & Heller, LLC | 4,328 | $2.17M | 1.36% | −421−8.9% | Reduced |
| Smart Money Group LLC | 4,328 | $2.17M | 0.56% | +187+4.5% | Added |
| Goldstone Financial Group, LLC | 4,336 | $2.17M | 0.20% | +501+13.1% | Added |
| Michael B. Yongue | 4,342 | $2.17M | 1.51% | +755+21.0% | Added |
| Vicus Capital | 4,343 | $2.17M | 0.14% | +1,171+36.9% | Added |
| Reicon Wealth Advisors, LLC | 4,344 | $2.17M | 1.36% | +11+0.3% | Added |
| One Day In July LLC | 4,346 | $2.17M | 0.15% | +235+5.7% | Added |
| Northstar Asset Management Inc | 4,356 | $2.18M | 0.64% | +301+7.4% | Added |
| Quantum Financial Partners LLC | 4,379 | $2.19M | 1.12% | +4,379 | New |
| Delphi Management Inc | 4,381 | $2.19M | 2.14% | +433+11.0% | Added |
| Sigma Investment Counselors Inc | 4,381 | $2.19M | 0.11% | +18+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 4,389 | $2.20M | 0.28% | +147+3.5% | Added |
| Spirit of America Management Corp | 4,395 | $2.20M | 0.41% | 00.0% | Unchanged |
| Prairie Advisory, LLC | 4,409 | $2.21M | 0.53% | +4,409 | New |
| Sippican Capital Advisors | 4,410 | $2.21M | 1.35% | −20−0.5% | Reduced |
| IFG Advisors, LLC | 4,417 | $2.21M | 0.30% | +1,139+34.7% | Added |
| Granite Islands Private Wealth, LLC | 4,434 | $2.21M | 1.64% | +565+14.6% | Added |
| Lumbard & Kellner, LLC | 4,419 | $2.21M | 0.67% | +124+2.9% | Added |
| Knightsbridge Asset Management, LLC | 4,421 | $2.21M | 0.29% | +992+28.9% | Added |
| Empire Financial Management Company, LLC | 4,426 | $2.21M | 0.88% | −36−0.8% | Reduced |
| Bard Associates Inc | 4,430 | $2.22M | 0.49% | +5+0.1% | Added |
| Trust Co of Toledo NA | 4,439 | $2.22M | 0.18% | +227+5.4% | Added |
| Vawter Financial, Ltd. | 4,440 | $2.22M | 0.84% | −297−6.3% | Reduced |
| Gambit Capital Management, LLC | 4,441 | $2.22M | 1.30% | +94+2.2% | Added |
| Powell Investment Advisors, LLC | 4,448 | $2.23M | 0.70% | −99−2.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 4,450 | $2.23M | 0.42% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 4,453 | $2.23M | 0.17% | +2,169+95.0% | Added |
| Mitchell Sinkler & Starr | 4,459 | $2.23M | 0.93% | −34−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,460 | $2.23M | 0.20% | +334+8.1% | Added |
| Bluesphere Advisors, LLC | 4,461 | $2.23M | 0.69% | +210+4.9% | Added |
| SFE Investment Counsel | 4,463 | $2.23M | 0.31% | +32+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,465 | $2.23M | 0.51% | +3+0.1% | Added |
| Deseret Mutual Benefit Administrators | 4,468 | $2.24M | 0.73% | −290−6.1% | Reduced |
| Whelan Financial | 4,472 | $2.24M | 0.61% | +204+4.8% | Added |
| Yarger Wealth Strategies, LLC | 4,541 | $2.24M | 0.81% | +70+1.6% | Added |
| Osborne Partners Capital Management, LLC | 4,484 | $2.24M | 0.12% | −30,136−87.0% | Reduced |
| Puzo Michael J | 4,485 | $2.24M | 0.58% | −105−2.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,487 | $2.25M | 1.95% | +100+2.3% | Added |
| McMill Wealth Management | 3 | $2.25M | 0.54% | −6,513−100.0% | Reduced |
| Vaughan David Investments LLC | 4,490 | $2.25M | 0.04% | +135+3.1% | Added |
| MPS Loria Financial Planners, LLC | 4,499 | $2.25M | 0.52% | +851+23.3% | Added |
| ZRC Wealth Management, LLC | 4,499 | $2.25M | 0.67% | +35+0.8% | Added |
| Box Hill Private Wealth LLC | 4,507 | $2.26M | 1.81% | −291−6.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,513 | $2.26M | 0.95% | −184−3.9% | Reduced |
| Lantern Wealth Advisors, LLC | 4,514 | $2.26M | 1.03% | −349−7.2% | Reduced |
| Second Line Capital, LLC | 4,529 | $2.26M | 0.42% | +60+1.3% | Added |
| Register Financial Advisors LLC | 4,519 | $2.26M | 0.69% | +635+16.3% | Added |
| Financial Enhancement Group LLC | 4,520 | $2.26M | 0.27% | −14−0.3% | Reduced |