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: 52 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 |
|---|---|---|---|---|---|
| Kentucky Trust Co | 5,458 | $2.73M | 1.31% | 00.0% | Unchanged |
| Samara Investment Management, LLC | 5,475 | $2.74M | 2.52% | −485−8.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,479 | $2.74M | 0.27% | −166−2.9% | Reduced |
| SWS Partners | 5,479 | $2.74M | 0.59% | +1,488+37.3% | Added |
| HBW Advisory Services LLC | 5,482 | $2.74M | 0.25% | −1,334−19.6% | Reduced |
| Firestone Capital Management | 5,483 | $2.74M | 0.51% | +221+4.2% | Added |
| Wealth Effects LLC | 5,485 | $2.74M | 0.74% | +175+3.3% | Added |
| RVW Wealth, LLC | 5,485 | $2.74M | 0.18% | +320+6.2% | Added |
| Linscomb & Williams, Inc. | 5,496 | $2.75M | 0.12% | +479+9.5% | Added |
| Qsemble Capital Management, LP | 5,505 | $2.75M | 0.35% | −3,617−39.7% | Reduced |
| Impact Capital Partners LLC | 5,505 | $2.75M | 0.75% | −15−0.3% | Reduced |
| Acorns Advisers, LLC | 5,505 | $2.75M | 0.02% | +196+3.7% | Added |
| United Bank | 5,515 | $2.76M | 0.84% | +86+1.6% | Added |
| RD Lewis Holdings, Inc. | 5,266 | $2.76M | 2.05% | +472+9.8% | Added |
| Silicon Valley Capital Partners | 5,519 | $2.76M | 0.22% | −854−13.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 5,522 | $2.76M | 0.88% | −385−6.5% | Reduced |
| KilterHowling LLC | 5,523 | $2.76M | 1.24% | +706+14.7% | Added |
| Clark Asset Management, LLC | 5,523 | $2.76M | 0.22% | +67+1.2% | Added |
| FF Advisors,LLC | 5,527 | $2.77M | 1.04% | +38+0.7% | Added |
| Monarch Capital Management Inc | 5,531 | $2.77M | 0.63% | −36−0.6% | Reduced |
| Jefferson Bridge Capital, LLC | 5,535 | $2.77M | 2.40% | 00.0% | Unchanged |
| GDS Wealth Management | 5,539 | $2.77M | 0.13% | +1,900+52.2% | Added |
| All Terrain Financial Advisors, LLC | 5,552 | $2.78M | 0.58% | +2,000+56.3% | Added |
| Tectonic Advisors LLC | 5,562 | $2.78M | 0.13% | +425+8.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,564 | $2.78M | 0.12% | −809−12.7% | Reduced |
| Wilkinson Global Asset Management LLC | 5,567 | $2.79M | 0.22% | −330−5.6% | Reduced |
| S&T Bank | 5,567 | $2.79M | 0.84% | −1,279−18.7% | Reduced |
| Lynx Investment Advisory | 5,582 | $2.79M | 0.92% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,584 | $2.79M | 0.11% | +844+17.8% | Added |
| Independent Wealth Network Inc. | 5,586 | $2.80M | 0.71% | +216+4.0% | Added |
| Alhambra Investment Partners LLC | 5,592 | $2.80M | 1.22% | +159+2.9% | Added |
| Legacy Edge Advisors, LLC | 5,598 | $2.80M | 0.26% | +280+5.3% | Added |
| Galvin, Gaustad & Stein, LLC | 5,614 | $2.81M | 0.21% | +74+1.3% | Added |
| Aspen Grove Capital, LLC | 5,615 | $2.81M | 0.40% | +62+1.1% | Added |
| Intrua Financial, LLC | 5,630 | $2.82M | 0.27% | +905+19.2% | Added |
| West Family Investments, Inc. | 5,634 | $2.82M | 0.82% | +129+2.3% | Added |
| Aviso Wealth Management | 5,635 | $2.82M | 1.11% | −37−0.7% | Reduced |
| Family Legacy, Inc. | 5,644 | $2.82M | 0.75% | +32+0.6% | Added |
| Prodigy Asset Management LLC | 5,648 | $2.83M | 0.85% | −715−11.2% | Reduced |
| Sage Capital Advisors,llc | 5,651 | $2.83M | 0.59% | +74+1.3% | Added |
| Next Level Private LLC | 5,653 | $2.83M | 0.55% | −27−0.5% | Reduced |
| Marin Bay Wealth Advisors, LLC | 5,665 | $2.83M | 1.52% | −1,124−16.6% | Reduced |
| Miller Wealth Advisors, LLC | 5,667 | $2.84M | 1.20% | −660−10.4% | Reduced |
| Wellington Shields Capital Management, LLC | 5,669 | $2.84M | 0.36% | +42+0.7% | Added |
| American Investment Services, Inc. | 5,677 | $2.84M | 0.60% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,683 | $2.84M | 0.40% | +143+2.6% | Added |
| Brown Miller Wealth Management, LLC | 5,702 | $2.85M | 0.72% | −24−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 5,720 | $2.86M | 0.24% | +5,720 | New |
| Consolidated Capital Management, LLC | 5,724 | $2.86M | 0.76% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 5,738 | $2.87M | 0.20% | +678+13.4% | Added |
| My Personal CFO, LLC | 5,730 | $2.87M | 1.12% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 5,749 | $2.88M | 1.00% | +387+7.2% | Added |
| Cromwell Holdings LLC | 5,752 | $2.88M | 1.29% | +679+13.4% | Added |
| COFG Advisors, LLC | 5,756 | $2.88M | 0.50% | +2,718+89.5% | Added |
| WFA of San Diego, LLC | 5,691 | $2.88M | 2.36% | −901−13.7% | Reduced |
| Lederer & Associates Investment Counsel | 5,765 | $2.88M | 1.90% | +30+0.5% | Added |
| Brandywine Trust Co | 5,774 | $2.89M | 0.47% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,776 | $2.89M | 0.35% | −161−2.7% | Reduced |
| Defiance ETFs, LLC | 5,788 | $2.89M | 0.04% | +1,186+25.8% | Added |
| Integrated Investment Consultants, LLC | 5,783 | $2.89M | 0.57% | −26−0.4% | Reduced |
| North Berkeley Wealth Management, LLC | 5,783 | $2.89M | 1.17% | −73−1.2% | Reduced |
| Riverbend Wealth Management, LLC | 5,800 | $2.90M | 1.48% | +233+4.2% | Added |
| Farnam Financial LLC | 5,808 | $2.91M | 2.12% | −133−2.2% | Reduced |
| Pin Oak Investment Advisors Inc | 5,833 | $2.92M | 2.08% | +629+12.1% | Added |
| LeClair Wealth Partners LLC | 5,836 | $2.92M | 1.51% | +5,836 | New |
| MMBG Investment Advisors Co. | 5,838 | $2.92M | 0.23% | +210+3.7% | Added |
| Panoramic Investment Advisors, LLC | 5,842 | $2.92M | 1.40% | −100−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 5,895 | $2.92M | 0.26% | −446−7.0% | Reduced |
| Aull & Monroe Investment Management Corp | 5,844 | $2.92M | 1.22% | −10−0.2% | Reduced |
| Pinnacle Financial Group, LLC | 5,859 | $2.93M | 0.72% | −56−0.9% | Reduced |
| M&G Plc | 5,866 | $2.93M | 0.01% | +1,297+28.4% | Added |
| Skyline Advisors, Inc. | 5,862 | $2.93M | 0.92% | −903−13.3% | Reduced |
| TRB Wealth Management, LLC | 5,868 | $2.94M | 0.39% | −218−3.6% | Reduced |
| Grove Bank & Trust | 5,878 | $2.94M | 0.29% | +749+14.6% | Added |
| Concentric Capital Strategies, LP | 5,886 | $2.95M | 0.18% | −12,700−68.3% | Reduced |
| Lodestone Wealth Management LLC | 5,892 | $2.95M | 1.04% | −41−0.7% | Reduced |
| Victory Financial Group, LLC | 5,894 | $2.95M | 0.31% | +651+12.4% | Added |
| Trust Co of Oklahoma | 5,902 | $2.95M | 0.76% | +171+3.0% | Added |
| Dock Street Asset Management Inc | 5,926 | $2.97M | 0.27% | +907+18.1% | Added |
| Peoples Financial Services Corp. | 5,928 | $2.97M | 1.28% | −23−0.4% | Reduced |
| PKS Advisory Services, LLC | 5,939 | $2.97M | 0.47% | +1,412+31.2% | Added |
| Fulcrum Asset Management LLP | 6,000 | $2.98M | 0.30% | +6,000 | New |
| McAdam, LLC | 5,950 | $2.98M | 0.12% | +199+3.5% | Added |
| ASL Financial, LLC | 5,952 | $2.98M | 2.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,956 | $2.98M | 0.34% | −81−1.3% | Reduced |
| Chilton Capital Management LLC | 5,966 | $2.99M | 0.09% | −322−5.1% | Reduced |
| Vision Financial Markets LLC | 5,970 | $2.99M | 2.59% | 00.0% | Unchanged |
| Leisure Capital Management | 5,974 | $2.99M | 0.93% | +94+1.6% | Added |
| Fulcrum Wealth Advisors, LLC | 5,974 | $2.99M | 2.28% | +860+16.8% | Added |
| BNP Paribas | 6,039 | $2.99M | 0.08% | −99,333−94.3% | Reduced |
| Cadent Capital Advisors, LLC | 5,983 | $2.99M | 0.62% | −30−0.5% | Reduced |
| Altfest L J & Co Inc | 5,987 | $3.00M | 0.29% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 5,993 | $3.00M | 0.38% | −208−3.4% | Reduced |
| Mattson Financial Services, LLC | 6,101 | $3.01M | 0.63% | −1,427−19.0% | Reduced |
| Cutler Investment Counsel LLC | 6,021 | $3.01M | 0.28% | +352+6.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,024 | $3.01M | 0.26% | +520+9.4% | Added |
| WealthSpring Partners, LLC | 6,028 | $3.02M | 2.59% | −31−0.5% | Reduced |
| SkyOak Wealth, LLC | 6,034 | $3.02M | 0.49% | +437+7.8% | Added |
| First National Bank of Hutchinson | 6,043 | $3.02M | 1.66% | −733−10.8% | Reduced |
| Madrona Financial Services, LLC | 6,043 | $3.02M | 0.56% | +53+0.9% | Added |