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 0 sales; 4,927 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
- Institutional holders
- 4,927
- +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
- 2,021 more added
- Sold out
- 125
- 1,996 more reduced
60 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 | 4,927 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 505 | $252.7K | 0.14% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 505 | $252.7K | 0.05% | +18+3.7% | Added |
| One River Asset Management, LLC | 506 | $253.2K | 1.22% | −900−64.0% | Reduced |
| Howe & Rusling Inc | 508 | $254.2K | 0.01% | −42−7.6% | Reduced |
| Freedom Financial Partners LLC | 509 | $254.7K | 0.08% | −5−1.0% | Reduced |
| Stordahl Capital Management, Inc. | 509 | $254.7K | 0.05% | +21+4.3% | Added |
| Kuhn & Co Investment Counsel | 509 | $254.7K | 0.15% | +28+5.8% | Added |
| Swisher Financial Concepts, Inc. | 512 | $256.2K | 0.16% | −130−20.2% | Reduced |
| Stegner Investment Associates Inc. | 512 | $256.2K | 0.12% | +50+10.8% | Added |
| Catalyst Investment Management LLC | 512 | $256.2K | 0.23% | +512 | New |
| Family Wealth Partners, LLC | 513 | $256.7K | 0.08% | +513 | New |
| Madson Wealth Advisors Inc | 514 | $257.2K | 0.17% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 514 | $257.2K | 0.08% | +7+1.4% | Added |
| Valued Retirements, Inc. | 515 | $257.7K | 0.23% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 516 | $258.2K | 0.07% | 00.0% | Unchanged |
| United Bank | 517 | $258.7K | 0.03% | −4−0.8% | Reduced |
| Sunrise Financial Services, LLC | 518 | $259.2K | 0.15% | −122−19.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 518 | $259.2K | 0.10% | −43−7.7% | Reduced |
| Cambridge Capital Management, LLC | 519 | $259.7K | 0.10% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 519 | $259.7K | 0.12% | +35+7.2% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 519 | $259.7K | 0.09% | +310+148.3% | Added |
| Schubert & Co | 520 | $260.0K | 0.18% | −2−0.4% | Reduced |
| Eastover Investment Advisors LLC | 520 | $260.2K | 0.10% | −100−16.1% | Reduced |
| B&D White Capital Company, LLC | 520 | $260.2K | 0.03% | 00.0% | Unchanged |
| Wincap Financial LLC | 520 | $260.2K | 0.14% | +520 | New |
| Collaborative Capital Advisors LLC | 520 | $260.2K | 0.16% | +520 | New |
| Auour Investments LLC | 523 | $261.7K | 0.08% | 00.0% | Unchanged |
| Bellars Harris Wealth Management, LLC | 524 | $262.2K | 0.05% | +524 | New |
| Butensky & Cohen Financial Security, Inc | 525 | $262.7K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 525 | $262.7K | 0.07% | +9+1.7% | Added |
| Camelot Technology Advisors, Inc. | 526 | $263.2K | 0.18% | −23−4.2% | Reduced |
| Compass Planning Associates Inc | 526 | $263.2K | 0.14% | 00.0% | Unchanged |
| Aureum Wealth Management, LLC | 526 | $263.2K | 0.16% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 530 | $265.2K | 0.07% | +30+6.0% | Added |
| DKM Wealth Management, Inc. | 530 | $265.3K | 0.17% | 00.0% | Unchanged |
| David J Yvars Group | 531 | $265.7K | 0.13% | +531 | New |
| RFP Financial Group LLC | 532 | $266.2K | 0.12% | −540−50.4% | Reduced |
| Sit Investment Associates Inc | 533 | $267.0K | 0.01% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 534 | $267.2K | 0.12% | −11−2.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 534 | $267.2K | 0.13% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 534 | $267.2K | 0.22% | +41+8.3% | Added |
| Frontier Asset Management, LLC | 534 | $267.2K | 0.05% | +534 | New |
| Retiremitten Financial LLC | 535 | $267.7K | 0.11% | −70−11.6% | Reduced |
| Donalies Financial Planning, LLC | 537 | $268.9K | 0.20% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 538 | $269.2K | 0.07% | +20+3.9% | Added |
| Mosaic Financial Group, LLC | 540 | $270.0K | 0.17% | −740−57.8% | Reduced |
| Navigoe, LLC | 541 | $270.0K | 0.14% | −13−2.3% | Reduced |
| High Point Wealth Management, LLC | 540 | $270.2K | 0.22% | 00.0% | Unchanged |
| Cassady Wealth & Retirement Planning, LLC | 540 | $270.2K | 0.13% | +55+11.3% | Added |
| Portus Wealth Advisors, LLC | 542 | $271.2K | 0.22% | +1+0.2% | Added |
| WorthPointe, LLC | 543 | $271.7K | 0.07% | −25−4.4% | Reduced |
| Fedenia Advisers LLC | 543 | $271.7K | 0.06% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 544 | $272.2K | 0.12% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 546 | $273.2K | 0.15% | +3+0.6% | Added |
| Mendel Money Management | 547 | $273.7K | 0.10% | −215−28.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 548 | $274.2K | 0.16% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 550 | $275.2K | 0.06% | −11−2.0% | Reduced |
| Bucket List Wealth Management, LLC | 550 | $275.2K | 0.14% | −126−18.6% | Reduced |
| Seaside Wealth Management, Inc. | 550 | $275.2K | 0.07% | −2−0.4% | Reduced |
| Sykon Capital LLC | 550 | $275.2K | 0.08% | +50+10.0% | Added |
| Manuka Financial, LLC | 551 | $275.7K | 0.14% | 00.0% | Unchanged |
| Dala Group, LLC | 552 | $276.3K | 0.23% | +12+2.2% | Added |
| Disciplined Investments, LLC | 553 | $276.7K | 0.09% | −28−4.8% | Reduced |
| Caitlin John, LLC | 553 | $276.7K | 0.15% | +416+303.6% | Added |
| H&H Retirement Design & Management INC | 545 | $277.5K | 0.13% | −11−2.0% | Reduced |
| S Harris Financial Group, LLC | 559 | $279.7K | 0.22% | −2−0.4% | Reduced |
| ODonnell Financial Services, LLC | 559 | $279.7K | 0.08% | +559 | New |
| Holistic Financial Partners | 559 | $279.7K | 0.17% | −700−55.6% | Reduced |
| Slagle Financial, LLC | 560 | $280.2K | 0.08% | +16+2.9% | Added |
| Guardian Wealth Advisors, LLC | 560 | $280.2K | 0.14% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 560 | $280.2K | 0.14% | +560 | New |
| Keyvantage Wealth, LLC | 561 | $280.7K | 0.11% | −163−22.5% | Reduced |
| Sound Stewardship, LLC | 561 | $280.7K | 0.12% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 561 | $280.7K | 0.04% | +38+7.3% | Added |
| BlueStem Wealth Partners, LLC | 561 | $280.7K | 0.03% | +80+16.6% | Added |
| Platform Wealth Management, LLC | 561 | $280.7K | 0.10% | +561 | New |
| Marion Wealth Management | 563 | $281.7K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 563 | $281.7K | 0.12% | +47+9.1% | Added |
| Dillon & Associates Inc | 564 | $282.0K | 0.03% | +49+9.5% | Added |
| Signal Tree Financial Partners LLC | 564 | $282.2K | 0.19% | −20−3.4% | Reduced |
| Larry Mathis Financial Planning, LLC | 565 | $282.7K | 0.22% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 566 | $283.2K | 0.10% | 00.0% | Unchanged |
| Ebert Capital Management Inc. | 566 | $283.2K | 0.27% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 567 | $283.7K | 0.00% | −41−6.7% | Reduced |
| Opulen Financial Group LLC | 567 | $283.7K | 0.18% | +72+14.5% | Added |
| VanWeelden Wealth Management, LLC | 567 | $283.7K | 0.21% | +567 | New |
| Retirement Guys Formula LLC | 568 | $284.2K | 0.11% | −27−4.5% | Reduced |
| New Insight Wealth Advisors | 568 | $284.2K | 0.08% | +120+26.8% | Added |
| Harrell Investment Partners, LLC | 570 | $285.2K | 0.06% | −165−22.4% | Reduced |
| Verus Wealth Management, LLC | 572 | $286.2K | 0.24% | −1−0.2% | Reduced |
| Kiker Wealth Management, LLC | 573 | $286.7K | 0.11% | +65+12.8% | Added |
| Foundation Wealth Management, LLC | 574 | $287.2K | 0.09% | +574 | New |
| Cadia Private Client LLC | 575 | $287.7K | 0.21% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 575 | $287.7K | 0.09% | +20+3.6% | Added |
| Montchanin Asset Management, LLC | 576 | $288.0K | 0.29% | +110+23.6% | Added |
| TruNorth Capital Management, LLC | 576 | $288.2K | 0.05% | −36−5.9% | Reduced |
| Vivid Wealth Management, LLC | 578 | $289.2K | 0.10% | +25+4.5% | Added |
| CWC Advisors, LLC. | 580 | $290.2K | 0.13% | −32−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 580 | $290.2K | 0.02% | +124+27.2% | Added |
| Joseph Group Capital Management | 580 | $290.2K | 0.06% | +580 | New |