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 |
|---|---|---|---|---|---|
| Sfam, LLC | 581 | $290.7K | 0.24% | +581 | New |
| Redwood Family Wealth LLC | 582 | $291.2K | 0.26% | +102+21.3% | Added |
| Thompson Davis & Co., Inc. | 582 | $291.2K | 0.17% | +582 | New |
| HTG Investment Advisors, Inc. | 583 | $291.5K | 0.07% | −5−0.9% | Reduced |
| Howard Bailey Securities, LLC | 583 | $291.6K | 0.11% | −88−13.1% | Reduced |
| Koenig Investment Advisory, LLC | 583 | $291.7K | 0.23% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 583 | $291.7K | 0.02% | +18+3.2% | Added |
| Legacy Wealth Managment, LLC | 585 | $292.5K | 0.12% | +122+26.3% | Added |
| Northern Capital Management, Inc. | 585 | $292.7K | 0.12% | −1,053−64.3% | Reduced |
| Urban Wealth Management, LLC | 585 | $292.7K | 0.26% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 586 | $293.4K | 0.08% | −12−2.0% | Reduced |
| Claris Advisors, LLC | 587 | $293.7K | 0.08% | −1−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 590 | $295.2K | 0.05% | −110−15.7% | Reduced |
| Old Second National Bank of Aurora | 591 | $295.7K | 0.06% | −106−15.2% | Reduced |
| J.Safra Asset Management Corp | 591 | $295.7K | 0.01% | −52−8.1% | Reduced |
| Strategic Wealth Designers | 591 | $295.7K | 0.04% | +121+25.7% | Added |
| Providence Financial Advisors, LLC | 593 | $296.7K | 0.17% | +3+0.5% | Added |
| Conrad Siegel Investment Advisors, Inc. | 594 | $297.2K | 0.05% | −4−0.7% | Reduced |
| Omega Financial Group, LLC | 594 | $297.2K | 0.09% | 00.0% | Unchanged |
| Capula Management Ltd | 597 | $298.7K | 0.00% | −1,039−63.5% | Reduced |
| Prism Planning Partners LLC | 597 | $298.7K | 0.32% | −2−0.3% | Reduced |
| Aquire Wealth Advisors, LLC | 597 | $298.7K | 0.07% | −1−0.2% | Reduced |
| Intergy Private Wealth, LLC | 597 | $298.7K | 0.07% | +103+20.9% | Added |
| LiftPoint Family Wealth Advisors LLC | 597 | $298.7K | 0.20% | +597 | New |
| Taylor & Morgan Wealth Management, LLC | 598 | $299.2K | 0.15% | +75+14.3% | Added |
| Turning Point Benefit Group, Inc. | 600 | $300.2K | 0.13% | +49+8.9% | Added |
| Medallion Wealth Advisors, LLC | 600 | $300.2K | 0.10% | −317−34.6% | Reduced |
| Skylands Capital, LLC | 600 | $300.2K | 0.04% | 00.0% | Unchanged |
| Notis-McConarty Edward | 600 | $300.2K | 0.13% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 600 | $300.2K | 0.13% | 00.0% | Unchanged |
| Centennial Bank | 600 | $300.2K | 0.10% | 00.0% | Unchanged |
| Bawa N Mallick Trust | 600 | $300.2K | 0.10% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 600 | $300.2K | 0.25% | +63+11.7% | Added |
| Blue Square Asset Management, LLC | 601 | $300.7K | 0.12% | 00.0% | Unchanged |
| Haven Private, LLC | 602 | $301.2K | 0.11% | −29−4.6% | Reduced |
| Engineers Gate Manager LP | 604 | $302.2K | 0.00% | −2,119−77.8% | Reduced |
| Brewster Financial Planning LLC | 604 | $302.2K | 0.17% | 00.0% | Unchanged |
| Militia Capital Management LLC | 604 | $302.2K | 0.05% | +604 | New |
| One + One Wealth Management, LLC | 605 | $302.7K | 0.13% | −106−14.9% | Reduced |
| Frederick Financial Consultants, LLC | 606 | $303.2K | 0.13% | +18+3.1% | Added |
| Dara Capital US, Inc. | 608 | $304.2K | 0.21% | 00.0% | Unchanged |
| Asempa Wealth Advisors | 608 | $304.2K | 0.23% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 610 | $305.2K | 0.11% | +10+1.7% | Added |
| Alpha Financial Advisors, LLC | 612 | $306.2K | 0.09% | −42−6.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 612 | $306.2K | 0.09% | −21−3.3% | Reduced |
| Clarity Wealth Development LLC | 612 | $306.2K | 0.17% | +85+16.1% | Added |
| Prepared Retirement Institute LLC | 613 | $306.7K | 0.13% | +2+0.3% | Added |
| Seek First Inc. | 614 | $307.2K | 0.19% | −388−38.7% | Reduced |
| Delap Wealth Advisory, LLC | 615 | $307.7K | 0.10% | +12+2.0% | Added |
| Greenline Wealth Management LLC | 619 | $309.7K | 0.25% | −62−9.1% | Reduced |
| BG Investment Services, Inc. | 619 | $309.7K | 0.22% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 619 | $309.7K | 0.20% | +2+0.3% | Added |
| Presilium Private Wealth, LLC | 619 | $309.7K | 0.05% | +619 | New |
| Dixon Fnancial Services, Inc. | 620 | $310.2K | 0.13% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 620 | $310.2K | 0.40% | +16+2.6% | Added |
| Values First Advisors, Inc. | 621 | $310.7K | 0.14% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 621 | $310.7K | 0.16% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 610 | $311.1K | 0.03% | +350+134.6% | Added |
| BDFS Capital LLC | 622 | $311.3K | 0.14% | +8+1.3% | Added |
| Mason & Associates, LLC | 623 | $311.7K | 0.06% | −200−24.3% | Reduced |
| PCG Wealth Advisors, LLC | 623 | $311.7K | 0.07% | +3+0.5% | Added |
| Mad River Investors | 625 | $312.7K | 0.12% | −200−24.2% | Reduced |
| Code Waechter LLC | 625 | $312.7K | 0.16% | 00.0% | Unchanged |
| Serenity Investment Advisors | 630 | $313.0K | 0.13% | −45−6.7% | Reduced |
| Royal Fund Management, LLC | 626 | $313.2K | 0.03% | −50−7.4% | Reduced |
| Hegarty Advisors, LLC | 628 | $314.2K | 0.22% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 633 | $314.4K | 0.11% | +10+1.6% | Added |
| Spahn Wealth & Retirement LLC | 630 | $315.2K | 0.20% | 00.0% | Unchanged |
| Wealth Advisors Northwest LLC | 631 | $315.7K | 0.11% | +41+6.9% | Added |
| Montgomery Investment Management Inc | 634 | $317.2K | 0.10% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 637 | $318.7K | 0.14% | −110−14.7% | Reduced |
| Buck Wealth Strategies, LLC | 637 | $318.7K | 0.03% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 644 | $322.3K | 0.05% | +176+37.6% | Added |
| Penn Davis McFarland Inc | 645 | $322.8K | 0.03% | 00.0% | Unchanged |
| Narwhal Capital Management | 645 | $322.8K | 0.02% | +9+1.4% | Added |
| Osbon Capital Management LLC | 645 | $323.1K | 0.25% | −1−0.2% | Reduced |
| Clark & Stuart, Inc | 646 | $323.3K | 0.20% | +39+6.4% | Added |
| Pingora Partners LLC | 647 | $323.8K | 0.19% | 00.0% | Unchanged |
| Maimon Wealth Management Ltd. | 648 | $324.3K | 0.25% | −155−19.3% | Reduced |
| Prospera Capital Management, LLC | 641 | $324.7K | 0.10% | +174+37.3% | Added |
| Dougherty Wealth Advisers LLC | 650 | $325.3K | 0.18% | −23−3.4% | Reduced |
| First Washington CORP | 650 | $325.3K | 0.08% | 00.0% | Unchanged |
| Pincus Capital Management, LP | 650 | $325.3K | 0.19% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 650 | $325.3K | 0.20% | 00.0% | Unchanged |
| Paul R. Ried Financial Group, LLC | 652 | $326.3K | 0.14% | 00.0% | Unchanged |
| Pacific Wealth Management | 652 | $326.3K | 0.14% | +40+6.5% | Added |
| Pachira Investments Inc. | 653 | $326.8K | 0.12% | −1,540−70.2% | Reduced |
| Kaydan Wealth Management, Inc. | 653 | $326.8K | 0.10% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 653 | $326.8K | 0.87% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 654 | $327.3K | 0.03% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 655 | $327.8K | 0.08% | −161−19.7% | Reduced |
| Brian Low Financial Group, LLC | 655 | $327.8K | 0.19% | −14−2.1% | Reduced |
| BXM Wealth LLC | 658 | $329.3K | 0.18% | 00.0% | Unchanged |
| Colrain Capital LLC | 659 | $329.8K | 0.11% | −4,022−85.9% | Reduced |
| Sherman Wealth Management LLC | 660 | $330.3K | 0.25% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 656 | $330.6K | 0.24% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 662 | $331.3K | 0.24% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 662 | $331.3K | 0.09% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 662 | $331.3K | 0.12% | +45+7.3% | Added |
| Latko Wealth Management, Ltd. | 662 | $331.3K | 0.14% | −20−2.9% | Reduced |