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 |
|---|---|---|---|---|---|
| Journey Retirement Planning & Investment Management LLC | 944 | $472.4K | 0.37% | −155−14.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 948 | $474.4K | 0.20% | +105+12.5% | Added |
| Avid Wealth Partners LLC | 950 | $475.4K | 0.23% | −4−0.4% | Reduced |
| Saranac Partners Ltd | 950 | $475.4K | 0.15% | +950 | New |
| Asio Capital, LLC | 950 | $475.4K | 0.06% | −6−0.6% | Reduced |
| Cox Capital Mgt LLC | 950 | $475.4K | 0.26% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 950 | $475.4K | 0.14% | +150+18.8% | Added |
| United Financial Planning Group LLC | 952 | $476.4K | 0.24% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 952 | $476.4K | 0.28% | +50+5.5% | Added |
| Oak Wealth Advisors LLC | 952 | $476.4K | 0.23% | +258+37.2% | Added |
| Anchor Bay Capital, Inc. | 901 | $477.0K | 0.26% | +901 | New |
| Value Investment Professionals, LLC | 954 | $477.4K | 0.40% | +954 | New |
| L.K. Benson & Company, P.C. | 956 | $478.4K | 0.14% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 956 | $478.5K | 0.04% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 953 | $479.0K | 0.15% | −123−11.4% | Reduced |
| Prudent Investors Network | 958 | $479.4K | 0.09% | −27−2.7% | Reduced |
| Farrow Financial Inc. | 958 | $479.4K | 0.26% | −25−2.5% | Reduced |
| Millington Financial Advisors, LLC | 978 | $480.1K | 0.19% | +168+20.7% | Added |
| Affinity Wealth Management LLC | 960 | $480.4K | 0.06% | −104−9.8% | Reduced |
| Westover Capital Advisors, LLC | 960 | $480.4K | 0.08% | −63−6.2% | Reduced |
| Pinnacle Family Advisors, LLC | 961 | $480.9K | 0.20% | −40−4.0% | Reduced |
| Boyd Wealth Management, LLC | 961 | $480.9K | 0.18% | +16+1.7% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 962 | $481.4K | 0.25% | +250+35.1% | Added |
| Northern Oak Wealth Management Inc | 966 | $483.4K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 967 | $483.8K | 0.24% | +28+3.0% | Added |
| Guidance Point Advisors, LLC | 967 | $484.1K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 968 | $484.4K | 0.12% | −133−12.1% | Reduced |
| Petros Family Wealth, LLC | 968 | $484.4K | 0.30% | −46−4.5% | Reduced |
| Joule Financial, LLC | 969 | $484.9K | 0.13% | −25−2.5% | Reduced |
| JHP Wealth Management, LLC | 970 | $485.4K | 0.40% | −265−21.5% | Reduced |
| US Asset Management LLC | 971 | $485.9K | 0.37% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 972 | $486.4K | 0.19% | −16−1.6% | Reduced |
| Client 1st Advisory Group, LLC | 972 | $486.4K | 0.13% | +226+30.3% | Added |
| Mullaney, Keating & Wright, Inc. | 972 | $486.4K | 0.24% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 977 | $488.9K | 0.14% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 977 | $488.9K | 0.76% | +18+1.9% | Added |
| Integrated Wealth Management | 979 | $490.0K | 0.52% | −5−0.5% | Reduced |
| Barings LLC | 980 | $490.4K | 0.01% | +120+14.0% | Added |
| Fidelis Wealth Advisors LLC | 980 | $490.6K | 0.74% | +980 | New |
| Balanced Rock Investment Advisor | 981 | $490.9K | 0.31% | +157+19.1% | Added |
| Retirement Management Systems Inc. | 982 | $491.4K | 0.10% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 982 | $491.4K | 0.23% | +10+1.0% | Added |
| N10 Wealth, LLC | 984 | $492.4K | 0.17% | +984 | New |
| VERITY Wealth Advisors | 985 | $492.9K | 0.30% | −850−46.3% | Reduced |
| Toth Financial Advisory Corp | 987 | $493.9K | 0.05% | −33−3.2% | Reduced |
| Renaissance Group LLC | 989 | $494.9K | 0.02% | −9−0.9% | Reduced |
| American Asset Management Inc. | 990 | $495.4K | 0.40% | −9−0.9% | Reduced |
| Noble Wealth Management PBC | 990 | $495.4K | 0.23% | +3+0.3% | Added |
| Kings Path Partners LLC | 991 | $495.9K | 0.13% | +36+3.8% | Added |
| APCM Wealth Management for Individuals | 993 | $496.9K | 0.05% | +13+1.3% | Added |
| Oxinas Partners Wealth Management LLC | 996 | $498.4K | 0.20% | −24−2.4% | Reduced |
| Eaton-Cambridge Inc. | 996 | $498.4K | 0.14% | +127+14.6% | Added |
| Jackson Wealth Management, LLC | 1,000 | $500.0K | 0.29% | −8,917−89.9% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $500.0K | 0.00% | −100−9.1% | Reduced |
| Keener Financial Planning LLC | 1,000 | $500.0K | 0.18% | +164+19.6% | Added |
| Crews Bank & Trust | 1,000 | $500.4K | 0.07% | −44−4.2% | Reduced |
| Night Owl Capital Management, LLC | 1,000 | $500.4K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,001 | $500.9K | 0.14% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,002 | $501.4K | 0.07% | −28−2.7% | Reduced |
| Pinney & Scofield, Inc. | 1,002 | $501.4K | 0.25% | 00.0% | Unchanged |
| Postrock Partners LLC | 1,004 | $502.4K | 0.20% | +23+2.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,004 | $502.4K | 0.14% | +105+11.7% | Added |
| DiPaolo Financial Group, Inc. | 1,006 | $503.4K | 0.33% | 00.0% | Unchanged |
| Premier Private Wealth Management LLC | 1,009 | $504.9K | 0.44% | +106+11.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,011 | $505.9K | 0.20% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,012 | $506.1K | 0.13% | +35+3.6% | Added |
| Syntax Research, Inc. | 1,012 | $506.4K | 0.37% | 00.0% | Unchanged |
| Entelevest, LLC | 1,015 | $507.9K | 0.44% | −8−0.8% | Reduced |
| Fund Evaluation Group, LLC | 1,015 | $507.9K | 0.01% | +1,015 | New |
| Cascade Wealth Advisors, Inc | 976 | $509.3K | 0.20% | 00.0% | Unchanged |
| Summit Financial Consulting LLC | 1,018 | $509.4K | 0.35% | −50−4.7% | Reduced |
| GTS Financial, LLC | 1,049 | $509.6K | 0.37% | −15−1.4% | Reduced |
| Davis Wealth Advisors, LLC | 1,019 | $509.9K | 0.39% | −169−14.2% | Reduced |
| Blackhawk Capital Partners LLC. | 1,019 | $509.9K | 0.17% | −109−9.7% | Reduced |
| BCO Wealth Management LLC | 1,019 | $509.9K | 0.28% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 1,028 | $514.0K | 0.11% | −12−1.2% | Reduced |
| Peterson Wealth Advisors, LLC | 1,031 | $515.9K | 0.06% | +6+0.6% | Added |
| Sidoxia Capital Management, LLC | 1,033 | $516.9K | 0.38% | −1−0.1% | Reduced |
| Braeburn Wealth Management LLC | 1,033 | $517.0K | 0.22% | −81−7.3% | Reduced |
| Kennedy Investment Group | 1,034 | $517.4K | 0.18% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,036 | $518.4K | 0.17% | +70+7.2% | Added |
| BancFirst Trust & Investment Management | 1,047 | $519.3K | 0.22% | +1,047 | New |
| Brogan Financial, Inc. | 1,038 | $519.4K | 0.21% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 1,278 | $519.9K | 0.22% | −22−1.7% | Reduced |
| Madrid Wealth Management, LLC | 1,041 | $520.9K | 0.34% | 00.0% | Unchanged |
| Chico Wealth RIA | 1,042 | $521.4K | 0.27% | −1−0.1% | Reduced |
| Hobart Private Capital, LLC | 1,042 | $521.4K | 0.09% | +188+22.0% | Added |
| Asset Allocation Strategies LLC | 1,043 | $521.9K | 0.08% | +151+16.9% | Added |
| Lighthouse Financial Services Inc | 1,046 | $522.7K | 0.11% | +20+1.9% | Added |
| J.M. Arbour, LLC | 1,046 | $523.4K | 0.45% | −1,613−60.7% | Reduced |
| Benchmark Investment Advisors LLC | 1,046 | $523.4K | 0.23% | 00.0% | Unchanged |
| Axq Capital, LP | 1,047 | $523.9K | 0.06% | −9,127−89.7% | Reduced |
| Geometric Wealth Advisors | 1,047 | $523.9K | 0.06% | +9+0.9% | Added |
| Daner Wealth Management, LLC | 1,037 | $525.7K | 0.28% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,051 | $525.9K | 0.49% | +16+1.5% | Added |
| Manske Wealth Management | 1,052 | $526.4K | 0.13% | −383−26.7% | Reduced |
| Scarborough Advisors, LLC | 1,076 | $526.4K | 0.06% | −607−36.1% | Reduced |
| Hopwood Nicholas Hunter | 1,054 | $527.4K | 0.14% | +121+13.0% | Added |
| Emergent Wealth Advisors, LLC | 1,016 | $528.9K | 0.27% | +136+15.5% | Added |
| Concorde Asset Management, LLC | 1,061 | $530.9K | 0.31% | +246+30.2% | Added |