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 |
|---|---|---|---|---|---|
| Demars Financial Group, LLC | 30,785 | $15.4M | 4.27% | −2,071−6.3% | Reduced |
| PDS Planning, Inc | 30,747 | $15.4M | 0.89% | +60.0% | Added |
| Americana Partners, LLC | 30,731 | $15.4M | 0.35% | +10,606+52.7% | Added |
| Eldred Rock Partners, LLC | 30,663 | $15.3M | 3.30% | +1,926+6.7% | Added |
| ARS Wealth Advisors Group, LLC | 30,587 | $15.3M | 1.20% | +1,283+4.4% | Added |
| Waterfront Wealth Inc. | 30,965 | $15.3M | 2.37% | +138+0.4% | Added |
| Q Capital Solutions | 30,540 | $15.3M | 7.37% | +17,640+136.7% | Added |
| Biltmore Family Office, LLC | 30,465 | $15.2M | 2.00% | +7,318+31.6% | Added |
| Ledyard National Bank | 30,390 | $15.2M | 1.22% | −847−2.7% | Reduced |
| Level Four Advisory Services, LLC | 30,381 | $15.2M | 0.43% | −1,108−3.5% | Reduced |
| Winton Group Ltd | 30,345 | $15.2M | 0.49% | −110.0% | Reduced |
| Intrinsic Value Partners, LLC | 30,177 | $15.1M | 10.32% | −42−0.1% | Reduced |
| Timber Creek Capital Management LLC | 30,009 | $15.0M | 3.07% | +1,570+5.5% | Added |
| KCM Investment Advisors LLC | 29,758 | $14.9M | 0.44% | +641+2.2% | Added |
| Regency Capital Management Inc. | 29,748 | $14.9M | 5.92% | +358+1.2% | Added |
| Fogel Capital Management, Inc. | 29,742 | $14.9M | 5.98% | −107−0.4% | Reduced |
| Capital Analysts, LLC | 29,474 | $14.7M | 0.34% | −1,357−4.4% | Reduced |
| Mezzasalma Advisors, LLC | 29,276 | $14.6M | 2.94% | −193−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,247 | $14.6M | 0.73% | +202+0.7% | Added |
| Hudock, Inc. | 28,997 | $14.5M | 1.86% | +545+1.9% | Added |
| East Coast Asset Management, LLC. | 28,980 | $14.5M | 4.28% | −1,183−3.9% | Reduced |
| K.J. Harrison & Partners Inc | 28,923 | $14.5M | 2.05% | +15+0.1% | Added |
| Jupiter Asset Management Ltd | 28,908 | $14.5M | 0.07% | −20,071−41.0% | Reduced |
| SeaBridge Investment Advisors LLC | 28,886 | $14.5M | 2.09% | +817+2.9% | Added |
| Gryphon Financial Partners LLC | 28,860 | $14.4M | 1.27% | +417+1.5% | Added |
| TBH Global Asset Management, LLC | 28,821 | $14.4M | 2.64% | −156−0.5% | Reduced |
| Baillie Gifford & Co | 28,779 | $14.4M | 0.01% | +28,779 | New |
| Telos Capital Management, Inc. | 28,718 | $14.4M | 1.27% | +96+0.3% | Added |
| Financial Strategies Group, Inc. | 29,330 | $14.4M | 2.29% | +1,516+5.5% | Added |
| Simmons Bank | 28,630 | $14.3M | 0.82% | +6,490+29.3% | Added |
| Smithfield Trust Co | 28,533 | $14.3M | 0.57% | −38−0.1% | Reduced |
| Agf Management Ltd | 28,582 | $14.3M | 0.06% | −78,700−73.4% | Reduced |
| Meixler Investment Management, Ltd. | 28,572 | $14.3M | 7.90% | −84−0.3% | Reduced |
| Studio Investment Management LLC | 28,567 | $14.3M | 2.42% | +17+0.1% | Added |
| Palisade Capital Management LLC | 28,551 | $14.3M | 0.62% | −1,882−6.2% | Reduced |
| Bellwether Advisors, LLC | 28,442 | $14.2M | 2.11% | −1,886−6.2% | Reduced |
| Steel Peak Wealth Management LLC | 28,436 | $14.2M | 0.37% | −764−2.6% | Reduced |
| Lakeside Advisors, INC. | 28,340 | $14.2M | 8.93% | +155+0.5% | Added |
| WealthBridge Capital Management, LLC | 28,293 | $14.2M | 2.81% | −2,226−7.3% | Reduced |
| Cornerstone Wealth Group, LLC | 28,285 | $14.2M | 0.84% | +2,128+8.1% | Added |
| Harbor Advisory Corp | 28,270 | $14.1M | 3.79% | +6,173+27.9% | Added |
| Ami Investment Management Inc | 28,158 | $14.1M | 2.99% | −854−2.9% | Reduced |
| Wall Street Access Asset Management, LLC | 28,121 | $14.1M | 2.00% | +7,651+37.4% | Added |
| Sagespring Wealth Partners, LLC | 28,080 | $14.1M | 0.22% | +698+2.5% | Added |
| ORG Wealth Partners, LLC | 28,067 | $14.0M | 2.10% | −425−1.5% | Reduced |
| Canal Capital Management, LLC | 27,959 | $14.0M | 1.71% | −1,529−5.2% | Reduced |
| Embree Financial Group | 27,915 | $14.0M | 1.40% | −4,015−12.6% | Reduced |
| German American Bancorp, Inc. | 27,912 | $14.0M | 1.05% | +3,836+15.9% | Added |
| O'Brien Greene & Co. Inc | 27,856 | $13.9M | 3.85% | +22+0.1% | Added |
| Fidelis Capital Partners, LLC | 27,788 | $13.9M | 0.80% | −54−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 27,717 | $13.9M | 0.79% | −90.0% | Reduced |
| Ronald Blue Trust, Inc. | 27,703 | $13.9M | 0.15% | −1,281−4.4% | Reduced |
| LexAurum Advisors, LLC | 27,676 | $13.8M | 1.60% | −1,686−5.7% | Reduced |
| Private Advisory Group LLC | 27,672 | $13.8M | 0.77% | +347+1.3% | Added |
| Vestcor Inc | 27,639 | $13.8M | 0.34% | +75+0.3% | Added |
| Charter Trust Co | 27,573 | $13.8M | 0.74% | −1,152−4.0% | Reduced |
| Eq Wealth Advisors, LLC | 27,556 | $13.8M | 7.58% | +234+0.9% | Added |
| Union Bancaire Privee, UBP SA | 30,301 | $13.8M | 0.21% | −36,573−54.7% | Reduced |
| Northside Capital Management, LLC | 27,496 | $13.8M | 1.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 27,417 | $13.7M | 0.52% | −774−2.7% | Reduced |
| Madison Asset Management, LLC | 27,243 | $13.6M | 0.16% | −1,132−4.0% | Reduced |
| Brookstone Capital Management | 27,223 | $13.6M | 0.14% | −7,583−21.8% | Reduced |
| Kovack Advisors, Inc. | 27,240 | $13.6M | 0.65% | −925−3.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,128 | $13.6M | 1.50% | +901+3.4% | Added |
| Eagle Global Advisors LLC | 27,125 | $13.6M | 0.45% | −154−0.6% | Reduced |
| Manchester Capital Management LLC | 27,103 | $13.6M | 1.76% | −88−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 27,096 | $13.6M | 0.33% | −8,913−24.8% | Reduced |
| Howard Capital Management Inc. | 27,082 | $13.6M | 0.16% | +10,682+65.1% | Added |
| Annandale Capital, LLC | 27,067 | $13.5M | 2.01% | +50.0% | Added |
| Tema ETFs LLC | 27,029 | $13.5M | 0.44% | +4,754+21.3% | Added |
| Bailard, Inc. | 26,988 | $13.5M | 0.27% | −1,982−6.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 26,945 | $13.5M | 3.69% | −26−0.1% | Reduced |
| Spirepoint Private Client, LLC | 26,939 | $13.5M | 1.09% | +514+1.9% | Added |
| Principle Wealth Partners LLC | 26,919 | $13.5M | 0.67% | −521−1.9% | Reduced |
| Highland Capital Management, LLC | 26,899 | $13.5M | 0.62% | −455−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 26,870 | $13.4M | 0.36% | −971−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 26,864 | $13.4M | 1.38% | −24,264−47.5% | Reduced |
| Crewe Advisors LLC | 26,858 | $13.4M | 0.97% | +1,257+4.9% | Added |
| Compass Financial Group, INC | 26,820 | $13.4M | 1.54% | +382+1.4% | Added |
| Phoenix Holdings Ltd. | 26,798 | $13.4M | 0.09% | −3,170−10.6% | Reduced |
| IFG Advisory, LLC | 26,767 | $13.4M | 0.47% | +26,256+5,138.2% | Added |
| Hollencrest Capital Management | 26,766 | $13.4M | 0.88% | −3,395−11.3% | Reduced |
| Cardinal Point Capital Management, ULC | 26,745 | $13.4M | 0.76% | +2,224+9.1% | Added |
| Angeles Wealth Management, LLC | 26,682 | $13.4M | 0.61% | +1,823+7.3% | Added |
| Flputnam Investment Management Co | 26,660 | $13.3M | 0.16% | −332−1.2% | Reduced |
| Beacon Investment Advisors LLC | 26,603 | $13.3M | 4.18% | +21+0.1% | Added |
| Community Trust & Investment Co | 26,379 | $13.2M | 0.68% | −23−0.1% | Reduced |
| JCP Investment Management, LLC | 26,324 | $13.2M | 7.04% | +19,649+294.4% | Added |
| BOCHK Asset Management Ltd | 26,300 | $13.2M | 2.08% | +6,200+30.8% | Added |
| Weybosset Research & Management LLC | 26,252 | $13.1M | 3.45% | −813−3.0% | Reduced |
| Quattro Financial Advisors LLC | 26,205 | $13.1M | 2.80% | +10,000+61.7% | Added |
| Stratos Wealth Advisors, LLC | 26,198 | $13.1M | 0.72% | +253+1.0% | Added |
| Old North State Wealth Management, LLC | 26,186 | $13.1M | 5.60% | −441−1.7% | Reduced |
| Adkins Seale Capital Management LLC | 25,987 | $13.0M | 11.57% | +51+0.2% | Added |
| Zhang Financial LLC | 25,978 | $13.0M | 0.38% | −979−3.6% | Reduced |
| Walleye Partners, LLC | 25,878 | $12.9M | 14.76% | +254+1.0% | Added |
| Montag A & Associates Inc | 25,870 | $12.9M | 0.55% | −25−0.1% | Reduced |
| Inlet Private Wealth, LLC | 25,845 | $12.9M | 3.14% | −2,455−8.7% | Reduced |
| Wealthcare Advisory Partners LLC | 25,840 | $12.9M | 0.25% | −5,174−16.7% | Reduced |
| Allegheny Financial Group LTD | 25,747 | $12.9M | 1.37% | +641+2.6% | Added |