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 |
|---|---|---|---|---|---|
| Oslo Pensjonsforsikring AS | 6,044 | $3.02M | 0.35% | +231+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,047 | $3.03M | 0.45% | +545+9.9% | Added |
| Condor Capital Management | 6,052 | $3.03M | 0.23% | +74+1.2% | Added |
| Provident Trust Co | 6,053 | $3.03M | 0.06% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 6,058 | $3.03M | 1.22% | 00.0% | Unchanged |
| Odyssean, LLC | 6,076 | $3.04M | 0.49% | +3,084+103.1% | Added |
| Roof Eidam & Maycock | 6,086 | $3.05M | 0.60% | −11−0.2% | Reduced |
| Kapstone Financial Advisors LLC | 6,093 | $3.05M | 1.28% | −174−2.8% | Reduced |
| Sage Mountain Advisors LLC | 6,097 | $3.05M | 0.19% | +480+8.5% | Added |
| Prasad Wealth Partners, LLC | 6,103 | $3.05M | 0.73% | −6−0.1% | Reduced |
| Foundation Wealth Management, LLC | 6,138 | $3.07M | 1.82% | −10−0.2% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 6,144 | $3.07M | 1.06% | +6,144 | New |
| Aufman Associates Inc | 6,158 | $3.08M | 1.23% | −620−9.1% | Reduced |
| Aberdeen Wealth Management LLC | 6,216 | $3.08M | 1.48% | −2,744−30.6% | Reduced |
| Intellectus Partners, LLC | 6,201 | $3.10M | 0.54% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 6,212 | $3.11M | 1.69% | −240−3.7% | Reduced |
| Retirement Income Solutions, Inc | 6,492 | $3.11M | 0.54% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 6,251 | $3.13M | 0.73% | −6−0.1% | Reduced |
| Westshore Wealth, LLC | 6,254 | $3.13M | 0.97% | +26+0.4% | Added |
| Marks Group Wealth Management, Inc | 6,256 | $3.13M | 0.27% | −1,827−22.6% | Reduced |
| BlueSky Wealth Advisors, LLC | 6,263 | $3.13M | 0.36% | +3,406+119.2% | Added |
| EPG Wealth Management LLC | 6,285 | $3.14M | 0.75% | +85+1.4% | Added |
| Journey Advisory Group, LLC | 6,292 | $3.15M | 0.24% | +548+9.5% | Added |
| Raelipskie Partnership | 6,293 | $3.15M | 1.19% | +649+11.5% | Added |
| Perpetual Ltd | 6,298 | $3.15M | 0.05% | −33−0.5% | Reduced |
| Chesapeake Wealth Management | 6,301 | $3.15M | 0.88% | −34−0.5% | Reduced |
| Nelson Capital Management, LLC | 6,306 | $3.16M | 0.35% | −29−0.5% | Reduced |
| Disciplined Investors, L.L.C. | 6,313 | $3.16M | 1.58% | −46−0.7% | Reduced |
| CPA Asset Management LLC | 6,329 | $3.17M | 0.91% | +1,162+22.5% | Added |
| Armstrong, Fleming & Moore, Inc | 6,331 | $3.17M | 1.05% | +420+7.1% | Added |
| Madison Wealth Partners, Inc | 6,331 | $3.17M | 0.40% | −39−0.6% | Reduced |
| Triad Investment Management | 6,332 | $3.17M | 3.49% | +2,456+63.4% | Added |
| CMG Global Holdings, LLC | 6,340 | $3.17M | 1.35% | +340+5.7% | Added |
| Occudo Quantitative Strategies LP | 6,343 | $3.17M | 0.17% | +5,704+892.6% | Added |
| Heartland Bank & Trust Co | 6,345 | $3.17M | 0.66% | −149−2.3% | Reduced |
| Activest Wealth Management | 6,353 | $3.18M | 0.61% | −1,771−21.8% | Reduced |
| Thrive Wealth Management, LLC | 6,363 | $3.18M | 0.41% | −154−2.4% | Reduced |
| Lexington Hill Partners, LLC | 6,373 | $3.19M | 1.55% | +140+2.2% | Added |
| Westfuller Advisors, LLC | 6,385 | $3.19M | 1.16% | +334+5.5% | Added |
| Meriwether Wealth & Planning, LLC | 6,394 | $3.20M | 1.59% | +104+1.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,395 | $3.20M | 0.64% | −80−1.2% | Reduced |
| Texas Bank & Trust Co | 6,396 | $3.20M | 1.05% | +10+0.2% | Added |
| Gs Investments, Inc. | 6,397 | $3.20M | 2.31% | −1,998−23.8% | Reduced |
| Centric Wealth Management | 6,833 | $3.20M | 0.50% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 6,404 | $3.20M | 0.38% | +408+6.8% | Added |
| GFG Capital, LLC | 6,410 | $3.21M | 0.88% | +395+6.6% | Added |
| Herold Advisors, Inc. | 6,404 | $3.21M | 0.63% | +258+4.2% | Added |
| IKE Capital, LLC | 6,421 | $3.21M | 1.69% | −556−8.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,423 | $3.21M | 0.89% | −22−0.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,425 | $3.22M | 0.50% | +148+2.4% | Added |
| Prentiss Smith & Co Inc | 6,436 | $3.22M | 1.77% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 6,440 | $3.22M | 1.12% | +1,458+29.3% | Added |
| Rachor Investment Advisory Services, LLC | 6,441 | $3.22M | 1.59% | +64+1.0% | Added |
| Elyxium Wealth, LLC | 6,460 | $3.23M | 0.34% | +1,431+28.5% | Added |
| Armis Advisers, LLC | 6,388 | $3.24M | 0.30% | +200+3.2% | Added |
| IMA Wealth, Inc. | 6,475 | $3.24M | 0.20% | +3,055+89.3% | Added |
| Newman Dignan & Sheerar, Inc. | 6,490 | $3.25M | 0.62% | −428−6.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,495 | $3.25M | 1.63% | −1,638−20.1% | Reduced |
| Altrius Capital Management Inc | 6,502 | $3.25M | 0.62% | −37−0.6% | Reduced |
| BankPlus Trust Department | 6,512 | $3.26M | 0.76% | +249+4.0% | Added |
| Wellspring Financial Advisors, LLC | 6,517 | $3.26M | 0.21% | −966−12.9% | Reduced |
| Caliber Wealth Management, LLC | 6,514 | $3.26M | 0.31% | +232+3.7% | Added |
| Bernicke Wealth Management, Ltd. | 6,527 | $3.27M | 0.38% | −152−2.3% | Reduced |
| Triangle Securities Wealth Management | 6,529 | $3.27M | 0.65% | −105−1.6% | Reduced |
| Marathon Wealth Advisors LLC | 6,531 | $3.27M | 1.12% | +47+0.7% | Added |
| Greenwich Wealth Management LLC | 6,531 | $3.27M | 0.12% | +646+11.0% | Added |
| Sentry LLC | 6,540 | $3.27M | 0.92% | +26+0.4% | Added |
| KLCM Advisors, Inc. | 6,550 | $3.28M | 0.26% | −20.0% | Reduced |
| Sovran Advisors, LLC | 6,402 | $3.28M | 0.24% | −10.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,568 | $3.29M | 0.12% | −87−1.3% | Reduced |
| Intelligence Driven Advisers, LLC | 6,571 | $3.29M | 0.53% | +643+10.8% | Added |
| Asset Management Group, Inc. | 6,583 | $3.29M | 0.48% | −232−3.4% | Reduced |
| Evermay Wealth Management LLC | 6,583 | $3.29M | 0.34% | −263−3.8% | Reduced |
| SevenBridge Financial Group, LLC | 6,313 | $3.29M | 0.48% | +63+1.0% | Added |
| Keystone Financial Services | 6,587 | $3.30M | 0.85% | +101+1.6% | Added |
| Cherokee Insurance Co | 6,600 | $3.30M | 1.27% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 6,612 | $3.31M | 1.72% | +720+12.2% | Added |
| Plan Group Financial, LLC | 6,621 | $3.31M | 0.69% | −216−3.2% | Reduced |
| United Asset Strategies, Inc. | 6,623 | $3.31M | 0.23% | +108+1.7% | Added |
| Inlight Wealth Management, LLC | 6,632 | $3.32M | 1.05% | −63−0.9% | Reduced |
| Nitorum Capital, L.P. | 6,632 | $3.32M | 2.26% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 6,641 | $3.32M | 1.94% | +75+1.1% | Added |
| Davy Global Fund Management Ltd | 6,644 | $3.32M | 0.21% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 6,658 | $3.33M | 3.27% | −102−1.5% | Reduced |
| Prairiewood Capital, LLC | 6,679 | $3.34M | 0.87% | −255−3.7% | Reduced |
| Tiaa Trust, National Association | 6,687 | $3.35M | 0.20% | −4,944−42.5% | Reduced |
| Atlas Brown,Inc. | 6,694 | $3.35M | 0.90% | −70−1.0% | Reduced |
| Enhancing Capital LLC | 6,700 | $3.35M | 2.31% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,703 | $3.35M | 0.74% | +103+1.6% | Added |
| Bright Futures Wealth Management, LLC. | 6,709 | $3.36M | 2.17% | −1,506−18.3% | Reduced |
| American Money Management, LLC | 6,711 | $3.36M | 0.48% | −417−5.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,721 | $3.36M | 0.91% | −73−1.1% | Reduced |
| De Burlo Group Inc | 6,726 | $3.37M | 0.62% | +660+10.9% | Added |
| Sound Income Strategies, LLC | 6,726 | $3.37M | 0.15% | +149+2.3% | Added |
| Keebeck Wealth Management, LLC | 6,728 | $3.37M | 0.33% | +283+4.4% | Added |
| Drucker Wealth 3.0, LLC | 6,738 | $3.37M | 0.53% | +84+1.3% | Added |
| World Equity Group, Inc. | 6,738 | $3.37M | 0.75% | +645+10.6% | Added |
| Kraematon Investment Advisors, Inc | 6,765 | $3.39M | 2.52% | −50−0.7% | Reduced |
| Hilltop Partners LLC | 6,768 | $3.39M | 0.82% | +929+15.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,771 | $3.39M | 1.06% | +160+2.4% | Added |