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; 4,928 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
- 4,928
- +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
- 1,997 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 | 4,928 | $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 |
|---|---|---|---|---|---|
| Bear Mountain Capital, Inc. | 675 | $331.5K | 0.10% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 663 | $331.8K | 0.21% | 00.0% | Unchanged |
| Integrity Financial Corp | 664 | $332.3K | 0.16% | −1,642−71.2% | Reduced |
| Equita Financial Network, Inc. | 664 | $332.3K | 0.09% | +90+15.7% | Added |
| Capital Squared Financial LLC | 665 | $332.8K | 0.22% | +77+13.1% | Added |
| Howard Wealth Management, LLC | 666 | $333.3K | 0.12% | −9−1.3% | Reduced |
| Legacy Wealth Management, LLC | 668 | $334.3K | 0.09% | −800−54.5% | Reduced |
| STAR Financial Bank | 668 | $334.3K | 0.14% | +668 | New |
| Round Hill Asset Management | 670 | $335.3K | 0.21% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 683 | $335.3K | 0.07% | +6+0.9% | Added |
| Manning & Napier Advisors LLC | 672 | $336.3K | 0.00% | +192+40.0% | Added |
| Petredis Investment Advisors LLC | 675 | $337.8K | 0.02% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 675 | $337.8K | 0.15% | +49+7.8% | Added |
| Cypress Capital Management LLC (WY) | 678 | $339.3K | 0.28% | 00.0% | Unchanged |
| Xena Financial Planning, LLC | 678 | $339.3K | 0.33% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 678 | $339.3K | 0.45% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 679 | $339.8K | 0.18% | −130−16.1% | Reduced |
| Acima Private Wealth, LLC | 679 | $339.8K | 0.10% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 680 | $340.3K | 0.49% | −942−58.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 680 | $340.3K | 0.11% | 00.0% | Unchanged |
| Town Capital LLC | 680 | $340.3K | 0.22% | +4+0.6% | Added |
| SPG Advisors LLC | 681 | $340.8K | 6.14% | −9−1.3% | Reduced |
| Commonwealth Retirement Investments LLC | 681 | $340.8K | 0.09% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 682 | $341.3K | 0.16% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 683 | $341.8K | 0.11% | −4−0.6% | Reduced |
| Frazier Financial Advisors, LLC | 684 | $342.3K | 0.17% | −301−30.6% | Reduced |
| TD Capital Management LLC | 685 | $342.8K | 0.03% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 685 | $342.8K | 0.03% | +4+0.6% | Added |
| FSA Advisors, Inc. | 686 | $343.2K | 0.16% | −20−2.8% | Reduced |
| Evolution Wealth Management Inc. | 687 | $343.8K | 0.20% | −129−15.8% | Reduced |
| Orgel Wealth Management, LLC | 687 | $343.8K | 0.01% | 00.0% | Unchanged |
| Elite Life Management LLC | 664 | $344.5K | 0.40% | +27+4.2% | Added |
| Carter Financial, LLC | 689 | $344.8K | 0.26% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 690 | $345.3K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 680 | $345.3K | 0.04% | −85−11.1% | Reduced |
| Ocean Capital Management, LLC | 693 | $346.8K | 0.06% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 695 | $347.7K | 0.09% | +78+12.6% | Added |
| Refined Wealth Management | 698 | $349.3K | 0.21% | −162−18.8% | Reduced |
| Squire Investment Management Company, LLC | 699 | $349.8K | 0.08% | +33+5.0% | Added |
| Investment Advisory Services Inc | 700 | $350.3K | 0.10% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 700 | $350.3K | 0.10% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 700 | $350.3K | 0.30% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 700 | $350.3K | 0.13% | +700 | New |
| Burnham & Co LLC | 700 | $350.3K | 0.28% | +700 | New |
| Shira Ridge Wealth Management | 701 | $350.8K | 0.12% | 00.0% | Unchanged |
| Blom & Howell Financial Planning, Inc. | 702 | $351.3K | 0.29% | +98+16.2% | Added |
| Measured Wealth Private Client Group, LLC | 702 | $351.4K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 705 | $352.3K | 0.14% | +9+1.3% | Added |
| Ariston Services Group | 705 | $352.8K | 0.19% | +705 | Added |
| Halter Ferguson Financial Inc. | 705 | $352.8K | 0.06% | 00.0% | Unchanged |
| Cowa, LLC | 706 | $353.3K | 0.09% | −100−12.4% | Reduced |
| Copley Financial Group, Inc. | 706 | $353.3K | 0.21% | +21+3.1% | Added |
| Financial Freedom, LLC | 707 | $353.8K | 0.16% | −45−6.0% | Reduced |
| Alliance Wealth Management Group | 709 | $354.8K | 0.07% | 00.0% | Unchanged |
| Towercrest Capital Management | 709 | $354.8K | 0.05% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 700 | $355.3K | 0.28% | +116+19.9% | Added |
| Members Advisory Group LLC | 710 | $355.3K | 0.10% | −55−7.2% | Reduced |
| Marnell Management LLC | 710 | $355.3K | 0.18% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 711 | $355.8K | 0.30% | +50+7.6% | Added |
| Bollard Group LLC | 713 | $357.0K | 0.01% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 714 | $357.3K | 0.21% | −159−18.2% | Reduced |
| Morton Brown Family Wealth, LLC | 714 | $357.3K | 0.08% | +8+1.1% | Added |
| OmniStar Financial Group, Inc. | 714 | $357.3K | 0.16% | +54+8.2% | Added |
| RiverGlades Family Offices LLC | 714 | $357.3K | 0.16% | +139+24.2% | Added |
| Hill Island Financial LLC | 715 | $358.0K | 0.08% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 716 | $358.3K | 0.17% | −248−25.7% | Reduced |
| Chatham Capital Group, Inc. | 716 | $358.3K | 0.05% | −92−11.4% | Reduced |
| Plum Street Advisors, LLC | 716 | $358.3K | 0.11% | +25+3.6% | Added |
| JDM Financial Group LLC | 717 | $358.8K | 0.12% | 00.0% | Unchanged |
| OxenFree Capital LLC | 713 | $359.4K | 0.16% | +1+0.1% | Added |
| Towneley Capital Management, Inc | 720 | $360.3K | 0.07% | 00.0% | Unchanged |
| Capstone Wealth Management, Inc. | 717 | $360.4K | 0.27% | +5+0.7% | Added |
| V. M. Manning & Co., Inc. | 722 | $361.3K | 0.31% | +722 | New |
| 21 West Wealth Management LLC | 723 | $361.8K | 0.31% | 00.0% | Unchanged |
| ETF Store, Inc. | 724 | $362.3K | 0.30% | −3−0.4% | Reduced |
| Somerset Trust Co | 724 | $362.3K | 0.10% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 725 | $362.8K | 0.12% | 00.0% | Unchanged |
| Flower City Capital | 725 | $362.8K | 0.16% | +30+4.3% | Added |
| Libra Wealth LLC | 725 | $362.8K | 0.09% | +164+29.2% | Added |
| Wallace Advisory Group, LLC | 727 | $363.8K | 0.34% | −1−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 727 | $363.8K | 0.07% | −11−1.5% | Reduced |
| MBE Wealth Management, LLC | 727 | $364.0K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 728 | $364.3K | 0.19% | −28−3.7% | Reduced |
| SIH Partners, LLLP | 728 | $364.3K | 0.02% | +728 | New |
| Custos Family Office, LLC | 730 | $365.3K | 0.22% | −217−22.9% | Reduced |
| Lighthouse Wealth Management Inc. | 731 | $365.8K | 0.23% | −20−2.7% | Reduced |
| McKinney Capital Management, LLC | 732 | $366.3K | 0.14% | +732 | New |
| Chiron Capital Management, LLC | 734 | $367.3K | 0.33% | −53−6.7% | Reduced |
| Eagle Rock Investment Company, LLC | 734 | $367.3K | 0.05% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 734 | $367.3K | 0.08% | +13+1.8% | Added |
| Mainsail Financial Group, LLC | 734 | $367.3K | 0.12% | +210+40.1% | Added |
| Sharpepoint LLC | 736 | $368.3K | 0.18% | −4−0.5% | Reduced |
| Pacific Point Advisors, LLC | 736 | $368.3K | 0.17% | +14+1.9% | Added |
| West Wealth Group, LLC | 736 | $368.3K | 0.06% | +75+11.3% | Added |
| Laurion Capital Management LP | 736 | $368.3K | 0.03% | +736 | New |
| Able Wealth Management LLC | 736 | $368.3K | 0.08% | +198+36.8% | Added |
| Schwab Charitable Fund | 737 | $368.8K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 737 | $368.8K | 0.28% | 00.0% | Unchanged |
| Ridgeline Wealth Planning, LLC | 738 | $369.3K | 0.23% | +305+70.4% | Added |
| Josh Arnold Investment Consultant, LLC | 740 | $370.3K | 0.23% | 00.0% | Unchanged |