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 |
|---|---|---|---|---|---|
| jvl associates llc | 836 | $418.3K | 0.12% | −36−4.1% | Reduced |
| Hanlon Investment Management, Inc. | 836 | $418.3K | 0.22% | +129+18.2% | Added |
| American Wealth Advisors, LLC | 840 | $420.3K | 0.39% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 840 | $420.3K | 0.47% | +10+1.2% | Added |
| Eaton Financial Holdings Company, LLC | 840 | $420.3K | 0.12% | +86+11.4% | Added |
| Woodward Diversified Capital, LLC | 841 | $420.8K | 0.19% | −59−6.6% | Reduced |
| Valued Wealth Advisors LLC | 841 | $420.8K | 0.15% | −4−0.5% | Reduced |
| 17 Capital Partners, LLC | 842 | $421.3K | 0.19% | −10−1.2% | Reduced |
| Key Capital Management, INC | 842 | $421.3K | 0.22% | +30+3.7% | Added |
| Reliant Investment Management, LLC | 845 | $422.8K | 0.15% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 5,113 | $423.6K | 0.25% | −13−0.3% | Reduced |
| ACT Advisors, LLC. | 848 | $424.3K | 0.14% | +46+5.7% | Added |
| Worth Financial Advisory Group, LLC | 849 | $424.8K | 0.18% | +724+579.2% | Added |
| Chelsea Counsel Co | 849 | $424.8K | 0.18% | 00.0% | Unchanged |
| Ehrlich Financial Group | 850 | $425.3K | 0.22% | −35−4.0% | Reduced |
| Fortis Advisors, LLC | 851 | $425.8K | 0.20% | 00.0% | Unchanged |
| Single Point Partners, LLC | 853 | $426.8K | 0.08% | 00.0% | Unchanged |
| Note Advisors, LLC | 853 | $426.9K | 0.19% | −6−0.7% | Reduced |
| Finer Wealth Management, Inc. | 856 | $428.3K | 0.19% | 00.0% | Unchanged |
| marrick wealth, LLC | 858 | $429.3K | 0.30% | −1−0.1% | Reduced |
| Sagace Wealth Management LLC | 858 | $429.3K | 0.27% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 859 | $429.8K | 0.24% | +230+36.6% | Added |
| Strathmore Capital Advisors, Inc. | 878 | $429.9K | 0.12% | +14+1.6% | Added |
| OneAscent Investment Solutions LLC | 860 | $430.3K | 0.41% | +195+29.3% | Added |
| FCG Investment Co | 861 | $430.8K | 0.15% | +861 | New |
| Builder Investment Group Inc | 862 | $431.3K | 0.09% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 863 | $431.8K | 0.29% | +344+66.3% | Added |
| Astoria Strategic Wealth, Inc. | 864 | $432.3K | 0.10% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 864 | $432.3K | 0.16% | +16+1.9% | Added |
| 10Elms LLP | 864 | $432.3K | 0.18% | +135+18.5% | Added |
| Permanent Capital Management, LP | 867 | $433.8K | 0.06% | −335−27.9% | Reduced |
| Cannon Wealth Management Services, LLC | 868 | $434.4K | 0.24% | +60+7.4% | Added |
| AJ Advisors, LLC | 869 | $434.8K | 0.14% | −7−0.8% | Reduced |
| Bank Ozk | 873 | $436.8K | 0.13% | +873 | New |
| Addison Capital Co | 873 | $436.8K | 0.07% | 00.0% | Unchanged |
| Bay Rivers Group | 874 | $437.3K | 0.15% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 875 | $437.8K | 0.17% | −102−10.4% | Reduced |
| Sprott Inc. | 875 | $437.8K | 0.01% | +875 | New |
| Stone House Investment Management, LLC | 876 | $438.3K | 0.06% | +505+136.1% | Added |
| Orion Capital Management LLC | 877 | $438.8K | 0.14% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 877 | $438.8K | 0.04% | +31+3.7% | Added |
| Thayer Partners, LLC | 878 | $439.3K | 0.18% | −190−17.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 881 | $440.8K | 0.14% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 881 | $440.8K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 883 | $441.8K | 0.07% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 886 | $443.3K | 0.18% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 887 | $443.8K | 0.25% | −19−2.1% | Reduced |
| Columbia Advisory Partners LLC | 888 | $444.3K | 0.25% | −1,537−63.4% | Reduced |
| Endeavor Private Wealth, Inc. | 888 | $444.3K | 0.11% | +88+11.0% | Added |
| City Center Advisors, LLC | 890 | $445.3K | 0.36% | −30−3.3% | Reduced |
| Diamant Asset Management, Inc. | 890 | $445.3K | 0.30% | −425,598−99.8% | Reduced |
| Constitution Capital LLC | 891 | $445.8K | 0.23% | −350−28.2% | Reduced |
| Hoge Financial Services, LLC | 892 | $446.3K | 0.21% | +7+0.8% | Added |
| Avise Financial Cooperative, Inc. | 894 | $447.3K | 0.32% | −1,947−68.5% | Reduced |
| Collaborative Wealth Managment Inc. | 894 | $447.3K | 0.19% | +1+0.1% | Added |
| Rasp Wealth Solutions, LLC | 894 | $447.6K | 0.15% | +894 | New |
| ELCO Management Co., LLC | 895 | $447.8K | 0.19% | 00.0% | Unchanged |
| Delaney Dennis R | 895 | $447.8K | 0.14% | +125+16.2% | Added |
| LVZ Advisors, Inc. | 895 | $447.9K | 0.05% | +3+0.3% | Added |
| Axim Planning & Wealth | 898 | $449.4K | 0.63% | −58−6.1% | Reduced |
| American National Bank of Texas | 898 | $449.4K | 0.41% | −19−2.1% | Reduced |
| Stolz & Associates, PS | 898 | $449.4K | 0.28% | +898 | New |
| Zevin Asset Management LLC | 899 | $449.9K | 0.06% | 00.0% | Unchanged |
| Curio Wealth, LLC | 899 | $449.9K | 0.14% | +19+2.2% | Added |
| Commons Capital, LLC | 900 | $450.3K | 0.32% | +900 | New |
| Wallington Asset Management, LLC | 900 | $450.4K | 0.06% | −100−10.0% | Reduced |
| Ackerman Asset Management, LLC | 900 | $450.4K | 0.27% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 903 | $451.9K | 0.14% | +48+5.6% | Added |
| Prospect Financial Services LLC | 903 | $451.9K | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 904 | $452.4K | 0.21% | −435−32.5% | Reduced |
| PFS Partners, LLC | 904 | $452.4K | 0.18% | +242+36.6% | Added |
| Elevate Wealth Advisory, Inc | 905 | $452.9K | 0.26% | −470−34.2% | Reduced |
| Hallmark Capital Management Inc | 905 | $452.9K | 0.03% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 905 | $452.9K | 0.10% | +70+8.4% | Added |
| BluePath Capital Management, LLC | 907 | $453.9K | 0.25% | +349+62.5% | Added |
| Evolution Advisers, Inc. | 911 | $455.0K | 0.17% | +6+0.7% | Added |
| Cornerstone Financial Management LLC | 910 | $455.4K | 0.37% | +84+10.2% | Added |
| OMC Financial Services LTD | 910 | $455.4K | 0.15% | +910 | New |
| ICW Investment Advisors LLC | 911 | $455.6K | 0.16% | +58+6.8% | Added |
| Stewardship Concepts Financial Services LLC | 911 | $455.9K | 0.31% | +911 | New |
| Fortis Group Advisors, LLC | 915 | $457.9K | 0.07% | −592−39.3% | Reduced |
| Vantus Wealth LLC | 916 | $458.4K | 0.25% | +916 | New |
| Golden Bell Financial Planning LLC | 918 | $459.4K | 0.34% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 919 | $460.0K | 0.06% | −11−1.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 920 | $460.4K | 0.11% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 920 | $460.4K | 0.19% | 00.0% | Unchanged |
| Berkshire Bank | 924 | $462.4K | 0.09% | +5+0.5% | Added |
| Presper Financial Architects, LLC | 924 | $462.4K | 0.24% | +33+3.7% | Added |
| Adell Harriman & Carpenter Inc | 925 | $462.9K | 0.02% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 944 | $463.6K | 0.28% | −1,921−67.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 927 | $463.9K | 0.12% | +30+3.3% | Added |
| Lifelong Wealth Advisors, Inc. | 928 | $464.4K | 0.11% | +26+2.9% | Added |
| Forefront Wealth Partners, LLC | 928 | $464.4K | 0.14% | +928 | New |
| Advance Capital Management, Inc. | 930 | $465.4K | 0.02% | +134+16.8% | Added |
| Wilkins Miller Wealth Management, LLC | 932 | $466.4K | 0.26% | −10−1.1% | Reduced |
| Numerai GP LLC | 934 | $467.4K | 0.04% | −1,019−52.2% | Reduced |
| Moller Financial Services | 934 | $467.4K | 0.08% | −21−2.2% | Reduced |
| ONE Advisory Partners, LLC | 941 | $470.9K | 0.13% | 00.0% | Unchanged |
| Hara Capital LLC | 942 | $471.4K | 0.25% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 943 | $471.9K | 0.26% | −69−6.8% | Reduced |