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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 25,734 | $12.9M | 1.37% | +865+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 25,676 | $12.8M | 2.32% | −961−3.6% | Reduced |
| Federated Hermes, Inc. | 25,663 | $12.8M | 0.02% | −14,875−36.7% | Reduced |
| Zacks Investment Management | 25,635 | $12.8M | 0.09% | +202+0.8% | Added |
| Addenda Capital Inc. | 25,629 | $12.8M | 0.35% | +9,365+57.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 25,596 | $12.8M | 6.10% | +365+1.4% | Added |
| Resonant Capital Advisors, LLC | 25,539 | $12.8M | 0.61% | +890+3.6% | Added |
| Washington Trust Co | 25,393 | $12.7M | 0.39% | −429−1.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 25,295 | $12.7M | 0.34% | +2,166+9.4% | Added |
| Foster Group, Inc. | 25,289 | $12.7M | 0.34% | +1,113+4.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 25,253 | $12.6M | 0.02% | −186−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 25,251 | $12.6M | 0.51% | −414−1.6% | Reduced |
| HighPoint Advisor Group LLC | 25,219 | $12.6M | 0.44% | +1,113+4.6% | Added |
| Bennett Selby Investments LP | 25,170 | $12.6M | 4.02% | +476+1.9% | Added |
| McDaniel Terry & Co | 25,146 | $12.6M | 0.98% | +20+0.1% | Added |
| Carmel Capital Management L.L.C. | 25,145 | $12.6M | 2.76% | +195+0.8% | Added |
| BCS Private Wealth Management, Inc. | 25,118 | $12.6M | 3.79% | −784−3.0% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,085 | $12.6M | 0.56% | +25,085 | New |
| Lazard Freres Gestion S.A.S. | 25,077 | $12.5M | 0.22% | −14,390−36.5% | Reduced |
| Colonial Trust Advisors | 25,064 | $12.5M | 0.87% | +39+0.2% | Added |
| Jasper Ridge Partners, L.P. | 25,000 | $12.5M | 0.27% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 24,984 | $12.5M | 0.64% | −1,446−5.5% | Reduced |
| Hilltop Holdings Inc. | 24,940 | $12.5M | 1.01% | −1,906−7.1% | Reduced |
| Summit Financial Strategies, Inc. | 24,854 | $12.4M | 0.87% | −505−2.0% | Reduced |
| Sargent Investment Group, LLC | 24,739 | $12.4M | 1.49% | −220−0.9% | Reduced |
| Winch Advisory Services, LLC | 24,731 | $12.4M | 2.57% | −84−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,714 | $12.4M | 0.24% | +19,749+397.8% | Added |
| Raab & Moskowitz Asset Management LLC | 24,708 | $12.4M | 2.49% | −118−0.5% | Reduced |
| Financial Engines Advisors L.L.C. | 24,644 | $12.3M | 0.02% | −679−2.7% | Reduced |
| Garner Asset Management Corp | 24,612 | $12.3M | 3.99% | +1,107+4.7% | Added |
| Dupree Financial Group, LLC | 24,572 | $12.3M | 4.61% | +227+0.9% | Added |
| National Asset Management, Inc. | 24,723 | $12.3M | 0.67% | +909+3.8% | Added |
| Grimes & Company, Inc. | 24,450 | $12.2M | 0.26% | +683+2.9% | Added |
| Berkshire Asset Management LLC | 24,409 | $12.2M | 0.48% | +8,355+52.0% | Added |
| Cypress Asset Management Inc | 24,405 | $12.2M | 2.38% | +20+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 24,357 | $12.2M | 0.59% | −648−2.6% | Reduced |
| Ravenstone Capital Management Inc. | 24,353 | $12.2M | 4.99% | +24,115+10,132.4% | Added |
| Valor Advisors LLC | 24,348 | $12.2M | 8.98% | +184+0.8% | Added |
| Sterling Investment Management, Inc. | 24,309 | $12.2M | 6.67% | −1,571−6.1% | Reduced |
| Searcy Financial Services Inc | 24,258 | $12.1M | 4.07% | +352+1.5% | Added |
| Lyell Wealth Management, LP | 24,228 | $12.1M | 0.74% | +150+0.6% | Added |
| RFG Advisory, LLC | 24,222 | $12.1M | 0.19% | +89+0.4% | Added |
| Intesa Sanpaolo Wealth Management | 24,221 | $12.1M | 2.42% | −301−1.2% | Reduced |
| Blueprint Investment Partners LLC | 24,150 | $12.1M | 1.01% | +13,614+129.2% | Added |
| HFR Wealth Management, LLC | 24,144 | $12.1M | 2.95% | −354−1.4% | Reduced |
| Legacy Advisors, LLC | 24,109 | $12.1M | 1.13% | +818+3.5% | Added |
| SCS Capital Management LLC | 24,041 | $12.0M | 0.11% | −579−2.4% | Reduced |
| Carnegie Lake Advisors LLC | 23,960 | $12.0M | 4.47% | −260−1.1% | Reduced |
| PFG Investments, LLC | 23,929 | $12.0M | 0.46% | −682−2.8% | Reduced |
| Alerus Financial NA | 23,929 | $12.0M | 0.52% | +822+3.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 23,839 | $11.9M | 7.67% | −602−2.5% | Reduced |
| TAGStone Capital, Inc. | 23,836 | $11.9M | 3.79% | +64+0.3% | Added |
| Citizens National Bank Trust Department | 23,784 | $11.9M | 1.75% | +61+0.3% | Added |
| Burford Brothers, Inc. | 23,716 | $11.9M | 4.36% | +219+0.9% | Added |
| Cumberland Advisors Inc | 23,716 | $11.9M | 4.18% | +235+1.0% | Added |
| Osmosis Investment Management UK Ltd | 23,690 | $11.9M | 0.55% | −41,533−63.7% | Reduced |
| VELA Investment Management, LLC | 23,618 | $11.8M | 2.90% | +356+1.5% | Added |
| Mairs & Power Inc | 23,590 | $11.8M | 0.11% | −339−1.4% | Reduced |
| Fragasso Group Inc. | 23,523 | $11.8M | 0.63% | +389+1.7% | Added |
| Walter & Keenan Financial Consulting Co | 23,522 | $11.8M | 2.91% | +426+1.8% | Added |
| Armstrong Advisory Group, Inc | 23,469 | $11.7M | 0.71% | +444+1.9% | Added |
| Excalibur Management Corp | 23,433 | $11.7M | 3.86% | +127+0.5% | Added |
| Princeton Global Asset Management LLC | 23,432 | $11.7M | 1.68% | −155−0.7% | Reduced |
| Quattro Advisors LLC | 23,424 | $11.7M | 7.80% | −5,474−18.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 23,403 | $11.7M | 1.44% | +118+0.5% | Added |
| Blueprint Financial Advisors LLC | 23,375 | $11.7M | 1.30% | +23,375 | New |
| Asset Advisory Group, Inc. | 23,248 | $11.6M | 5.08% | −110−0.5% | Reduced |
| Auxier Asset Management | 23,200 | $11.6M | 1.56% | −209−0.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 23,177 | $11.6M | 2.38% | +360+1.6% | Added |
| Nicholson Meyer Capital Management, Inc. | 23,168 | $11.6M | 7.72% | −308−1.3% | Reduced |
| Arlington Financial Advisors, LLC | 23,086 | $11.6M | 1.47% | +202+0.9% | Added |
| Asset Advisors Investment Management, LLC | 23,069 | $11.5M | 1.06% | −857−3.6% | Reduced |
| Nilsine Partners, LLC | 23,044 | $11.5M | 0.80% | +1,014+4.6% | Added |
| Pictet & Cie (Europe) SA | 23,041 | $11.5M | 0.23% | +2,328+11.2% | Added |
| Frisch Financial Group, Inc. | 23,029 | $11.5M | 1.98% | +66+0.3% | Added |
| Leavell Investment Management, Inc. | 23,008 | $11.5M | 0.42% | −414−1.8% | Reduced |
| McHugh Group, LLC | 22,915 | $11.5M | 5.86% | −215−0.9% | Reduced |
| Power Alpha Investment Ltd | 22,900 | $11.5M | 1.15% | +13,600+146.2% | Added |
| Buttonwood Financial Advisors Inc. | 22,874 | $11.4M | 3.48% | +94+0.4% | Added |
| Strategy Asset Managers LLC | 22,848 | $11.4M | 1.71% | −442−1.9% | Reduced |
| Marietta Investment Partners LLC | 22,818 | $11.4M | 1.96% | 00.0% | Unchanged |
| Rockbridge Capital Management LLC | 22,730 | $11.4M | 7.46% | −130−0.6% | Reduced |
| Ar Asset Management Inc | 22,722 | $11.4M | 2.08% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 22,670 | $11.3M | 1.66% | +420+1.9% | Added |
| New Age Alpha Advisors, LLC | 22,663 | $11.3M | 0.48% | −460−2.0% | Reduced |
| MONECO Advisors, LLC | 22,615 | $11.3M | 0.69% | +3,821+20.3% | Added |
| Dark Forest Capital Management LP | 22,596 | $11.3M | 0.73% | +22,596 | New |
| Jamison Private Wealth Management, Inc. | 22,535 | $11.3M | 1.17% | +1,758+8.5% | Added |
| Capricorn Fund Managers Ltd | 22,468 | $11.2M | 0.90% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 22,466 | $11.2M | 2.38% | −1,012−4.3% | Reduced |
| Whalerock Point Partners, LLC | 22,439 | $11.2M | 1.91% | +90+0.4% | Added |
| BKD Wealth Advisors, LLC | 22,411 | $11.2M | 0.19% | +772+3.6% | Added |
| PFG Advisors | 22,409 | $11.2M | 0.57% | −2,101−8.6% | Reduced |
| Old West Investment Management, LLC | 22,326 | $11.2M | 1.18% | +975+4.6% | Added |
| Coastline Trust Co | 22,306 | $11.2M | 0.99% | −208−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,305 | $11.2M | 0.48% | +159+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 22,242 | $11.1M | 0.27% | −3,148−12.4% | Reduced |
| Chronos Wealth Management, LLC | 22,193 | $11.1M | 4.93% | −40−0.2% | Reduced |
| Diversify Wealth Management, LLC | 22,302 | $11.1M | 0.19% | −4,898−18.0% | Reduced |
| Diversify Advisory Services, LLC | 22,302 | $11.1M | 0.19% | +21,189+1,903.8% | Added |