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 |
|---|---|---|---|---|---|
| Fishman Jay A Ltd | 4,915 | $2.46M | 0.20% | −200−3.9% | Reduced |
| Farmers National Bank | 4,917 | $2.46M | 0.51% | −175−3.4% | Reduced |
| Hunter Associates Investment Management LLC | 4,928 | $2.47M | 0.28% | +462+10.3% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,938 | $2.47M | 0.41% | +49+1.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,941 | $2.47M | 1.00% | +210+4.4% | Added |
| Florida Financial Advisors, LLC | 4,956 | $2.48M | 0.42% | +1,139+29.8% | Added |
| Benin Management CORP | 4,957 | $2.48M | 0.50% | +600+13.8% | Added |
| Rational Advisors LLC | 4,981 | $2.49M | 0.23% | −1,656−25.0% | Reduced |
| Weaver Consulting Group | 4,983 | $2.49M | 0.51% | −244−4.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,984 | $2.49M | 0.52% | −2,314−31.7% | Reduced |
| Onefund, LLC | 4,997 | $2.50M | 1.42% | −44−0.9% | Reduced |
| NDWM LLC | 4,999 | $2.50M | 1.47% | +30+0.6% | Added |
| Bretton Capital Management, LLC | 5,000 | $2.50M | 2.00% | −2,500−33.3% | Reduced |
| Sicart Associates LLC | 5,000 | $2.50M | 0.61% | +1,975+65.3% | Added |
| Steinberg Asset Management LLC | 5,002 | $2.50M | 1.56% | −23−0.5% | Reduced |
| Post Resch Tallon Group Inc. | 5,008 | $2.51M | 1.73% | −1,040−17.2% | Reduced |
| Atlas Legacy Advisors, LLC | 5,044 | $2.51M | 0.37% | +1,156+29.7% | Added |
| Romano Brothers and Company | 5,024 | $2.51M | 0.25% | +20.0% | Added |
| Sprucegrove Investment Management Ltd | 5,035 | $2.52M | 0.39% | −3,961−44.0% | Reduced |
| Stone Wealth Partners | 5,036 | $2.52M | 1.84% | −121−2.3% | Reduced |
| Keystone Wealth Services, LLC | 5,047 | $2.53M | 0.47% | −63−1.2% | Reduced |
| BHK Investment Advisors, LLC | 5,050 | $2.53M | 0.75% | −50−1.0% | Reduced |
| Ethos Capital Management, Inc. | 5,056 | $2.53M | 1.80% | +1,727+51.9% | Added |
| First Bank & Trust | 5,057 | $2.53M | 0.37% | −96−1.9% | Reduced |
| GAM Holding AG | 5,059 | $2.53M | 0.19% | −5,219−50.8% | Reduced |
| J. Derek Lewis & Associates Inc. | 5,061 | $2.53M | 0.48% | −203−3.9% | Reduced |
| Seelaus Asset Management LLC | 5,072 | $2.54M | 1.78% | −500−9.0% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 5,074 | $2.54M | 1.14% | +725+16.7% | Added |
| Range Advisory, LLC | 5,076 | $2.54M | 0.30% | +1,536+43.4% | Added |
| Strategic Wealth Partners, Ltd. | 5,084 | $2.54M | 0.16% | +13+0.3% | Added |
| Interchange Capital Partners, LLC | 5,084 | $2.54M | 0.48% | +597+13.3% | Added |
| GTS Securities LLC | 5,094 | $2.55M | 0.05% | −9,742−65.7% | Reduced |
| Capstone Triton Financial Group, LLC | 5,094 | $2.55M | 1.47% | +5,094 | New |
| Capasso Planning Partners LLC | 5,096 | $2.55M | 1.27% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5,114 | $2.56M | 0.21% | −72−1.4% | Reduced |
| Key Financial Inc | 5,121 | $2.56M | 0.42% | +38+0.7% | Added |
| SC&H Financial Advisors, Inc. | 5,125 | $2.56M | 0.34% | +15+0.3% | Added |
| Traveka Wealth, LLC | 5,130 | $2.57M | 0.85% | +34+0.7% | Added |
| Del-Sette Capital Management, LLC | 5,132 | $2.57M | 1.50% | +5,132 | New |
| Approach Retirement Advisors, LLC | 5,140 | $2.57M | 1.87% | +377+7.9% | Added |
| Walleye Trading LLC | 5,143 | $2.57M | 0.04% | −2,832−35.5% | Reduced |
| TownSquare Capital, LLC | 5,148 | $2.58M | 0.47% | +430+9.1% | Added |
| Abel Hall, LLC | 5,155 | $2.58M | 0.45% | −78−1.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 5,165 | $2.58M | 0.39% | +141+2.8% | Added |
| Tactive Advisors, LLC | 5,167 | $2.59M | 0.64% | +42+0.8% | Added |
| James J. Burns & Company, LLC | 5,173 | $2.59M | 0.28% | −188−3.5% | Reduced |
| Advisors Preferred, LLC | 5,100 | $2.59M | 0.40% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,179 | $2.59M | 1.64% | −963−15.7% | Reduced |
| Investment Partners, Ltd. | 5,180 | $2.59M | 0.81% | +36+0.7% | Added |
| Van Strum & Towne Inc. | 5,191 | $2.60M | 0.71% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5,192 | $2.60M | 0.12% | −92−1.7% | Reduced |
| Zions Bancorporation, National Association | 5,197 | $2.60M | 0.16% | +614+13.4% | Added |
| FLC Capital Advisors | 5,201 | $2.60M | 0.43% | −1,605−23.6% | Reduced |
| Syverson Strege & Co | 5,201 | $2.60M | 0.57% | −94−1.8% | Reduced |
| Massachusetts Wealth Management | 5,202 | $2.60M | 0.99% | +10+0.2% | Added |
| Revisor Wealth Management LLC | 5,212 | $2.61M | 0.63% | −156−2.9% | Reduced |
| Webster Bank, N. A. | 5,225 | $2.61M | 0.23% | −5,289−50.3% | Reduced |
| Liberty Wealth Management LLC | 5,457 | $2.61M | 0.33% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 5,243 | $2.62M | 1.36% | −70−1.3% | Reduced |
| Abacus Planning Group, Inc. | 5,254 | $2.63M | 0.33% | +398+8.2% | Added |
| Boomfish Wealth Group, LLC | 5,255 | $2.63M | 1.20% | +696+15.3% | Added |
| Northwest Bancshares, Inc. | 5,257 | $2.63M | 0.47% | +20.0% | Added |
| Granite Harbor Advisors, Inc. | 5,258 | $2.63M | 1.04% | +161+3.2% | Added |
| Silvia McColl Wealth Management, LLC | 5,271 | $2.64M | 1.59% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 5,284 | $2.64M | 0.42% | +131+2.5% | Added |
| Meyer Handelman Co | 5,290 | $2.65M | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,292 | $2.65M | 1.13% | −541−9.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,292 | $2.65M | 0.40% | −146−2.7% | Reduced |
| New Republic Capital, LLC | 5,295 | $2.65M | 0.61% | −11,186−67.9% | Reduced |
| BCGM Wealth Management, LLC | 5,297 | $2.65M | 0.56% | −1,846−25.8% | Reduced |
| Argyle Capital Partners, LLC | 5,297 | $2.65M | 1.67% | +354+7.2% | Added |
| Goepper Burkhardt LLC | 5,303 | $2.65M | 0.80% | −149−2.7% | Reduced |
| Tanager Wealth Management LLP | 5,303 | $2.65M | 0.23% | +111+2.1% | Added |
| Berman McAleer LLC | 5,317 | $2.66M | 0.31% | −14−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,317 | $2.66M | 0.54% | +580+12.2% | Added |
| Abacus Wealth Partners, LLC | 5,347 | $2.68M | 0.28% | −858−13.8% | Reduced |
| Insight 2811, Inc. | 5,350 | $2.68M | 1.08% | +352+7.0% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 5,353 | $2.68M | 1.60% | −3,129−36.9% | Reduced |
| Hodges Capital Management Inc. | 5,353 | $2.68M | 0.18% | −100−1.8% | Reduced |
| Pine Harbor Wealth Management, LLC | 5,354 | $2.68M | 0.72% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 5,355 | $2.68M | 0.64% | −18−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,355 | $2.68M | 0.01% | −184−3.3% | Reduced |
| Smithbridge Asset Management Inc | 5,362 | $2.68M | 0.37% | −650−10.8% | Reduced |
| Summa Corp. | 5,367 | $2.69M | 0.84% | +299+5.9% | Added |
| Sulzberger Capital Advisors, Inc. | 5,367 | $2.69M | 2.62% | +70+1.3% | Added |
| Teamwork Financial Advisors, LLC | 5,370 | $2.69M | 0.25% | −128−2.3% | Reduced |
| Maple Capital Management, Inc. | 5,400 | $2.70M | 0.16% | −25−0.5% | Reduced |
| Mainstream Capital Management LLC | 5,400 | $2.70M | 1.63% | +4+0.1% | Added |
| Univest Financial Corp | 5,401 | $2.70M | 0.13% | +69+1.3% | Added |
| Cane Capital Partners, LLC | 5,405 | $2.70M | 1.09% | −278−4.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 5,417 | $2.71M | 0.50% | −100−1.8% | Reduced |
| Black Diamond Financial, LLC | 5,421 | $2.71M | 0.24% | +131+2.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,422 | $2.71M | 0.40% | −270−4.7% | Reduced |
| Advisors Asset Management, Inc. | 5,423 | $2.71M | 0.04% | −925−14.6% | Reduced |
| Unique Wealth Strategies, LLC | 5,429 | $2.72M | 0.99% | +42+0.8% | Added |
| Maridea Wealth Management LLC | 5,430 | $2.72M | 0.30% | +210+4.0% | Added |
| China Universal Asset Management Co., Ltd. | 5,435 | $2.72M | 0.16% | +1,518+38.8% | Added |
| Occidental Asset Management, LLC | 5,439 | $2.72M | 0.27% | +1,031+23.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,446 | $2.73M | 2.17% | −104−1.9% | Reduced |
| Insight Inv LLC | 5,451 | $2.73M | 1.29% | +435+8.7% | Added |