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: 71 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 |
|---|---|---|---|---|---|
| Uhlmann Price Securities, LLC | 6,782 | $3.39M | 0.13% | −139−2.0% | Reduced |
| Hills Bank & Trust Co | 6,790 | $3.40M | 0.14% | +347+5.4% | Added |
| Select Asset Management & Trust | 6,790 | $3.40M | 0.98% | +322+5.0% | Added |
| Central Valley Advisors, LLC | 6,794 | $3.40M | 0.87% | −64−0.9% | Reduced |
| Alliance Private Wealth, LLC | 6,811 | $3.41M | 1.18% | −455−6.3% | Reduced |
| NBC Securities, Inc. | 6,811 | $3.41M | 0.23% | +99+1.5% | Added |
| Firethorn Wealth Partners, LLC | 6,814 | $3.41M | 1.10% | +208+3.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,816 | $3.41M | 1.81% | 00.0% | Unchanged |
| Planning Center, Inc. | 6,819 | $3.41M | 0.32% | +194+2.9% | Added |
| Annex Advisory Services, LLC | 6,842 | $3.42M | 0.06% | −1,742−20.3% | Reduced |
| Plimoth Trust Co LLC | 6,848 | $3.43M | 0.68% | +14+0.2% | Added |
| Sava Infond d.o.o. | 6,850 | $3.43M | 0.24% | +3,570+108.8% | Added |
| Hazlett, Burt & Watson, Inc. | 6,837 | $3.43M | 0.91% | −43−0.6% | Reduced |
| General Partner, Inc. | 6,852 | $3.43M | 1.84% | −505−6.9% | Reduced |
| Hiley Hunt Wealth Management | 6,855 | $3.43M | 1.36% | −36−0.5% | Reduced |
| Calton & Associates, Inc. | 6,861 | $3.43M | 0.50% | −2,452−26.3% | Reduced |
| Papamarkou Wellner Asset Management inc. | 7,164 | $3.43M | 2.15% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,869 | $3.44M | 0.18% | −172−2.4% | Reduced |
| Green Harvest Asset Management LLC | 6,893 | $3.45M | 0.04% | +21+0.3% | Added |
| Allen Operations LLC | 6,906 | $3.46M | 0.48% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6,910 | $3.46M | 0.32% | −209−2.9% | Reduced |
| Wealth Alliance | 6,915 | $3.46M | 0.29% | −103−1.5% | Reduced |
| Jag Capital Management, LLC | 6,931 | $3.47M | 0.33% | −80−1.1% | Reduced |
| Rexford Capital Inc | 6,934 | $3.47M | 2.13% | +39+0.6% | Added |
| SHP Wealth Management | 6,957 | $3.48M | 0.24% | +1,026+17.3% | Added |
| Monograph Wealth Advisors, LLC | 6,963 | $3.48M | 0.29% | +1,662+31.4% | Added |
| Westbourne Investments, Inc. | 6,975 | $3.49M | 1.42% | −75−1.1% | Reduced |
| 1776 Wealth LLC | 6,977 | $3.49M | 1.23% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 6,987 | $3.50M | 1.23% | −102−1.4% | Reduced |
| Titiun Yejiel | 6,992 | $3.50M | 3.04% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 7,001 | $3.50M | 1.45% | 00.0% | Unchanged |
| Gould Capital, LLC | 7,037 | $3.52M | 1.96% | +168+2.4% | Added |
| Vista Investment Partners LLC | 7,040 | $3.52M | 0.89% | +94+1.4% | Added |
| Hixon Zuercher, LLC | 7,053 | $3.53M | 1.04% | −2,605−27.0% | Reduced |
| WealthTrust Axiom LLC | 7,061 | $3.53M | 0.79% | −67−0.9% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 7,084 | $3.54M | 2.44% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 7,103 | $3.55M | 0.53% | −38−0.5% | Reduced |
| Bath Savings Trust Co | 7,105 | $3.56M | 0.37% | +135+1.9% | Added |
| Asset One Wealth Management LLC | 7,280 | $3.56M | 0.38% | +109+1.5% | Added |
| Revolve Wealth Partners, LLC | 7,113 | $3.56M | 0.37% | +272+4.0% | Added |
| Winebrenner Capital Management LLC | 7,115 | $3.56M | 2.17% | −38−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,118 | $3.56M | 1.30% | +798+12.6% | Added |
| Sentinus, LLC | 7,129 | $3.57M | 0.28% | +1,193+20.1% | Added |
| Alta Advisers Ltd | 7,135 | $3.57M | 0.81% | −40−0.6% | Reduced |
| First Western Trust Bank | 7,138 | $3.57M | 0.17% | −36−0.5% | Reduced |
| Gerald Baker Financial Group LLC | 7,146 | $3.58M | 1.02% | +199+2.9% | Added |
| Blankinship & Foster, LLC | 7,148 | $3.58M | 0.72% | −30.0% | Reduced |
| Magnolia Capital Management Ltd | 7,158 | $3.58M | 2.47% | −1,590−18.2% | Reduced |
| Gemmer Asset Management LLC | 7,163 | $3.58M | 0.24% | +135+1.9% | Added |
| Financial Life Planners | 7,182 | $3.59M | 2.31% | −202−2.7% | Reduced |
| Richmond Investment Services, LLC | 7,183 | $3.59M | 1.14% | −7,968−52.6% | Reduced |
| Adalta Capital Management LLC | 7,203 | $3.60M | 1.58% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7,209 | $3.61M | 0.80% | −56−0.8% | Reduced |
| Alpine Bank Wealth Management | 7,215 | $3.61M | 0.46% | −337−4.5% | Reduced |
| Patten & Patten Inc | 7,226 | $3.62M | 0.19% | −114−1.6% | Reduced |
| Auxano Advisors, LLC | 7,241 | $3.62M | 0.69% | −54−0.7% | Reduced |
| Oak Grove Capital LLC | 7,254 | $3.63M | 0.27% | +199+2.8% | Added |
| Redwood Investment Management, LLC | 7,254 | $3.63M | 0.36% | +219+3.1% | Added |
| Plante Moran Financial Advisors, LLC | 7,258 | $3.63M | 0.17% | +1,654+29.5% | Added |
| Lester Murray Antman dba SimplyRich | 7,259 | $3.63M | 0.85% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 7,263 | $3.63M | 0.22% | +63+0.9% | Added |
| Meridian Investment Counsel Inc. | 7,263 | $3.63M | 0.78% | −2,142−22.8% | Reduced |
| Kestra Investment Management, LLC | 7,285 | $3.65M | 0.07% | +807+12.5% | Added |
| Rockingstone Advisors LLC | 7,295 | $3.65M | 1.47% | +248+3.5% | Added |
| Gilliland Jeter Wealth Management LLC | 7,300 | $3.65M | 0.96% | −16−0.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,314 | $3.66M | 1.95% | +83+1.1% | Added |
| Legacy Capital Wealth Management, LLC | 7,324 | $3.66M | 1.70% | +1,028+16.3% | Added |
| Holderness Investments Co | 7,357 | $3.68M | 0.61% | −24−0.3% | Reduced |
| Tufton Capital Management | 7,364 | $3.68M | 0.62% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,368 | $3.69M | 0.03% | −2,389−24.5% | Reduced |
| Midwest Financial Group LLC | 7,368 | $3.69M | 1.29% | +322+4.6% | Added |
| Windsor Advisory Group, LLC | 7,381 | $3.69M | 2.68% | +30.0% | Added |
| Howard Capital Management Group, LLC | 7,386 | $3.70M | 0.23% | −472−6.0% | Reduced |
| Augustine Asset Management Inc | 7,401 | $3.70M | 0.75% | −20.0% | Reduced |
| Aureus Asset Management, LLC | 7,416 | $3.71M | 0.23% | −120−1.6% | Reduced |
| Causey Wealth LLC | 7,420 | $3.71M | 1.45% | +8+0.1% | Added |
| SmartHarvest Portfolios, LLC | 7,421 | $3.71M | 1.20% | +502+7.3% | Added |
| Field & Main Bank | 7,435 | $3.72M | 0.77% | −168−2.2% | Reduced |
| G2 Capital Management, LLC | 7,437 | $3.72M | 0.81% | −55−0.7% | Reduced |
| Flagship Wealth Advisors, LLC | 7,439 | $3.72M | 0.83% | +2,836+61.6% | Added |
| Crusonia Wealth Advisors LLC | 7,440 | $3.72M | 0.61% | +440+6.3% | Added |
| Hamilton Point Investment Advisors, LLC | 7,442 | $3.72M | 0.52% | +1,498+25.2% | Added |
| Ashford Capital Management Inc | 7,461 | $3.73M | 0.40% | −210−2.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 7,461 | $3.73M | 0.81% | +629+9.2% | Added |
| Doheny Asset Management | 7,477 | $3.74M | 2.17% | +2,962+65.6% | Added |
| Significant Wealth Partners LLC | 7,486 | $3.75M | 4.06% | +1,359+22.2% | Added |
| Nutshell Asset Management Ltd | 7,500 | $3.75M | 1.25% | +5,400+257.1% | Added |
| Crown Wealth Group, LLC | 7,501 | $3.75M | 0.96% | −181−2.4% | Reduced |
| My Purposeful Wealth Corp. | 7,510 | $3.76M | 0.71% | +251+3.5% | Added |
| Breakwater Capital Group | 7,525 | $3.77M | 0.45% | −107−1.4% | Reduced |
| Cambient Family Office, LLC | 7,555 | $3.78M | 0.47% | +261+3.6% | Added |
| Legacy Bridge, LLC | 7,557 | $3.78M | 1.17% | −410−5.1% | Reduced |
| Fund Advisors of America Inc | 7,562 | $3.78M | 3.43% | −518−6.4% | Reduced |
| Drum Hill Capital, LLC | 7,568 | $3.79M | 3.86% | −108−1.4% | Reduced |
| FWL Investment Management, LLC | 7,572 | $3.79M | 0.70% | −502−6.2% | Reduced |
| Laraway Financial Inc | 7,575 | $3.79M | 2.30% | −260−3.3% | Reduced |
| Cim Investment Mangement Inc | 7,582 | $3.79M | 0.91% | −742−8.9% | Reduced |
| Capstone Wealth Management Group, Inc. | 7,585 | $3.80M | 2.29% | +7,585 | New |
| CV Advisors LLC | 7,600 | $3.80M | 0.72% | +5,347+237.3% | Added |
| Lynx Capital Group Ltd | 7,607 | $3.81M | 1.54% | +83+1.1% | Added |