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 |
|---|---|---|---|---|---|
| Richard Young Associates, Ltd. | 740 | $370.3K | 0.25% | +50+7.2% | Added |
| Sound Financial Strategies Group, LLC | 741 | $370.8K | 0.24% | 00.0% | Unchanged |
| Earnest Partners LLC | 743 | $371.8K | 0.00% | 00.0% | Unchanged |
| Tenzing Financial LLC | 734 | $371.8K | 0.26% | +41+5.9% | Added |
| Shepherd Street Advisors LLC | 762 | $372.1K | 0.33% | 00.0% | Unchanged |
| Planning Directions Inc | 744 | $372.3K | 0.17% | 00.0% | Unchanged |
| True Wealth Design, LLC | 744 | $372.3K | 0.09% | +124+20.0% | Added |
| Connors Investor Services Inc | 746 | $373.3K | 0.03% | −24−3.1% | Reduced |
| Grantvest Financial Group LLC | 746 | $373.3K | 0.22% | −16−2.1% | Reduced |
| WealthCare Investment Partners, LLC | 748 | $374.3K | 0.09% | +290+63.3% | Added |
| Floyd Financial Group LLC | 763 | $374.7K | 0.24% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 749 | $374.8K | 0.05% | +122+19.5% | Added |
| Prism Advisors, Inc. | 750 | $375.3K | 0.09% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 751 | $375.8K | 0.12% | 00.0% | Unchanged |
| Marotta Asset Management | 753 | $376.3K | 0.06% | +19+2.6% | Added |
| E6 Portfolios, LLC | 752 | $376.3K | 0.30% | +262+53.5% | Added |
| Climber Capital SA | 754 | $376.5K | 0.23% | −300−28.5% | Reduced |
| Caxton Corp | 754 | $377.1K | 20.35% | +27+3.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 756 | $378.3K | 0.23% | −108−12.5% | Reduced |
| Twin Focus Capital Partners, LLC | 756 | $378.3K | 0.04% | +100+15.2% | Added |
| Hager Investment Management Services, LLC | 757 | $378.8K | 0.17% | −57−7.0% | Reduced |
| Fairfield, Bush & Co. | 757 | $378.8K | 0.19% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 758 | $379.3K | 0.07% | −16−2.1% | Reduced |
| Unified Investment Management | 758 | $379.3K | 0.35% | 00.0% | Unchanged |
| E&R Wealth Management, LLC | 759 | $379.8K | 0.32% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 759 | $379.8K | 0.14% | +234+44.6% | Added |
| Optimus Capital Advisors, LLC | 760 | $380.3K | 0.20% | −2−0.3% | Reduced |
| Conservest Capital Advisors, Inc. | 761 | $380.8K | 0.03% | +96+14.4% | Added |
| Peak Financial Management, Inc. | 761 | $380.8K | 0.09% | +126+19.8% | Added |
| PSI Advisors, LLC | 761 | $380.8K | 0.09% | +761 | New |
| Warner Group LLC | 762 | $380.8K | 0.09% | +762 | New |
| Community Bank, N.A. | 765 | $382.8K | 0.04% | +5+0.7% | Added |
| Ibex Wealth Advisors | 765 | $382.8K | 0.03% | −51−6.3% | Reduced |
| Vestia Personal Wealth Advisors | 766 | $383.3K | 0.15% | −6−0.8% | Reduced |
| MSA Advisors, LLC | 766 | $383.3K | 0.10% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 767 | $383.8K | 0.06% | −1,494−66.1% | Reduced |
| Echo45 Advisors LLC | 769 | $384.8K | 0.20% | −164−17.6% | Reduced |
| Warther Private Wealth, LLC | 770 | $385.3K | 0.08% | +190+32.8% | Added |
| Successful Portfolios LLC | 780 | $386.0K | 0.18% | −75−8.8% | Reduced |
| Brio Consultants, LLC | 773 | $386.8K | 0.05% | +69+9.8% | Added |
| Old Peak Finance LLC | 773 | $386.8K | 0.19% | −21−2.6% | Reduced |
| Kraft, Davis & Associates, LLC | 774 | $386.8K | 0.08% | 00.0% | Unchanged |
| JBGlobal.com LLC | 774 | $387.3K | 0.34% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 774 | $387.8K | 0.06% | −13,601−94.6% | Reduced |
| Meridian Financial, LLC | 775 | $387.8K | 0.19% | +16+2.1% | Added |
| Blue Sky Capital Consultants Group, Inc. | 776 | $388.3K | 0.17% | −325−29.5% | Reduced |
| Regatta Research & Money Management | 777 | $388.4K | 0.37% | +777 | New |
| Rockline Wealth Management, LLC | 777 | $388.8K | 0.07% | −63−7.5% | Reduced |
| Altar Rock LLC | 778 | $389.3K | 0.57% | −370−32.2% | Reduced |
| Ascent Wealth Partners, LLC | 778 | $389.3K | 0.04% | +50+6.9% | Added |
| Archvest Wealth Advisors, Inc. | 779 | $389.8K | 0.23% | +184+30.9% | Added |
| Downshift Financial, LLC | 786 | $393.3K | 0.18% | 00.0% | Unchanged |
| Invested Advisors | 787 | $393.8K | 0.35% | +27+3.6% | Added |
| Financial Guidance Group, Inc. | 788 | $394.3K | 0.15% | 00.0% | Unchanged |
| Layline Advisors, LLC | 788 | $394.3K | 0.35% | +132+20.1% | Added |
| Nicholson Wealth Management Group, LLC | 789 | $394.8K | 0.23% | 00.0% | Unchanged |
| Odyssey Group, LLC | 790 | $395.3K | 0.11% | +790 | New |
| Emissary Wealth LLC | 791 | $395.8K | 0.30% | +10+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 791 | $396.0K | 0.09% | +791 | New |
| Kaufman Rossin Wealth, LLC | 800 | $396.2K | 0.19% | +157+24.4% | Added |
| Morling Financial Advisors, LLC | 795 | $397.8K | 0.11% | −96−10.8% | Reduced |
| Ruggaard & Associates LLC | 796 | $398.3K | 0.14% | +11+1.4% | Added |
| Madden Securities Corp | 798 | $399.4K | 0.11% | 00.0% | Unchanged |
| Targeted Financial Services LLC | 799 | $399.7K | 0.29% | +57+7.7% | Added |
| DWR Wealth Management, LLC | 806 | $399.8K | 0.30% | −110−12.0% | Reduced |
| Granville Capital, Inc. | 799 | $399.8K | 0.18% | −30−3.6% | Reduced |
| Eurizon SLJ Capital Ltd | 799 | $399.8K | 0.15% | 00.0% | Unchanged |
| Gem Investment Advisors, LLC | 799 | $399.8K | 0.25% | +176+28.3% | Added |
| N10 Assets, LLC | 800 | $400.3K | 0.17% | +800 | New |
| Mid-American Wealth Advisory Group, Inc. | 801 | $400.8K | 0.14% | +801 | New |
| Stegent Equity Advisors, Inc. | 802 | $401.3K | 0.29% | −3−0.4% | Reduced |
| Brightwater Advisory LLC | 802 | $401.3K | 0.25% | 00.0% | Unchanged |
| RHS Financial, LLC | 804 | $402.3K | 0.16% | −20−2.4% | Reduced |
| Arta Finance Wealth Management LLC | 804 | $402.3K | 0.17% | +250+45.1% | Added |
| Greenhouse Wealth Management, LLC | 807 | $403.8K | 0.28% | −1,239−60.6% | Reduced |
| Saxon Interests, Inc. | 808 | $404.3K | 0.11% | −20−2.4% | Reduced |
| Ferguson Shapiro LLC | 809 | $404.8K | 0.12% | 00.0% | Unchanged |
| Lansing Street Advisors | 811 | $405.8K | 0.09% | +99+13.9% | Added |
| Jacobson & Schmitt Advisors, LLC | 811 | $405.8K | 0.07% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 815 | $407.8K | 0.14% | +262+47.4% | Added |
| Aspire Private Capital, LLC | 816 | $408.4K | 0.08% | −10−1.2% | Reduced |
| Kagan Cocozza Asset Management | 820 | $410.3K | 0.26% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 824 | $412.3K | 0.18% | +10+1.2% | Added |
| Purus Wealth Management, LLC | 825 | $412.8K | 0.11% | −90−9.8% | Reduced |
| Fourth Dimension Wealth, LLC | 825 | $412.8K | 0.13% | +419+103.2% | Added |
| Worth Asset Management, LLC | 826 | $413.3K | 0.13% | +103+14.2% | Added |
| Next Level Wealth Planning, LLC | 829 | $414.8K | 0.18% | 00.0% | Unchanged |
| Level Wealth Management LLC | 829 | $414.8K | 0.17% | +5+0.6% | Added |
| Investment Advisory Services Group LLC | 830 | $415.2K | 0.30% | −228−21.6% | Reduced |
| Financial Planning Navigators CORP | 830 | $415.3K | 0.16% | +91+12.3% | Added |
| Alterna Wealth Management, Inc | 831 | $415.8K | 0.24% | −430−34.1% | Reduced |
| MontVue Capital Management, Inc. | 831 | $415.8K | 0.24% | +8+1.0% | Added |
| Investment Management Associates Inc | 832 | $416.3K | 0.11% | −120−12.6% | Reduced |
| Luminist Capital LLC | 832 | $416.3K | 0.47% | +377+82.9% | Added |
| Stone Point Wealth LLC | 833 | $416.8K | 0.11% | −22−2.6% | Reduced |
| Endowment Wealth Management, Inc. | 833 | $417.1K | 0.16% | +394+89.7% | Added |
| Walker Asset Management, LLC | 834 | $417.3K | 0.21% | +20+2.5% | Added |
| ADG Wealth Management Group, LLC | 835 | $417.8K | 0.27% | +7+0.8% | Added |
| Lighthouse Financial LLC | 835 | $417.8K | 0.22% | −17−2.0% | Reduced |
| Tucker Asset Management LLC | 836 | $418.3K | 0.10% | −38−4.3% | Reduced |