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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 22,101 | $11.1M | 1.00% | +7,079+47.1% | Added |
| Osprey Private Wealth LLC | 22,001 | $11.0M | 2.84% | +1,538+7.5% | Added |
| Woodstock Corp | 21,991 | $11.0M | 0.91% | +514+2.4% | Added |
| Signal Advisors Wealth, LLC | 21,941 | $11.0M | 0.58% | +5,324+32.0% | Added |
| Spire Wealth Management | 21,925 | $11.0M | 0.33% | −304−1.4% | Reduced |
| Marietta Wealth Management, LLC | 21,884 | $11.0M | 1.13% | +591+2.8% | Added |
| Aquatic Capital Management LLC | 21,849 | $10.9M | 0.38% | +21,849 | New |
| Roehl & Yi Investment Advisors, LLC | 90,604 | $10.9M | 3.60% | −198−0.2% | Reduced |
| Managed Asset Portfolios, LLC | 21,811 | $10.9M | 1.25% | +17,753+437.5% | Added |
| Granite Bay Wealth Management, LLC | 21,718 | $10.9M | 1.00% | +2,716+14.3% | Added |
| First Interstate Bank | 21,694 | $10.9M | 0.57% | −159−0.7% | Reduced |
| SpringVest Wealth Management LLC | 21,602 | $10.8M | 6.80% | −35−0.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 21,555 | $10.8M | 1.71% | +11,364+111.5% | Added |
| Wealth Architects, LLC | 21,534 | $10.8M | 0.85% | +284+1.3% | Added |
| Everest Financial Group LLC | 21,443 | $10.7M | 1.45% | +30.0% | Added |
| Riverstone Advisors, LLC | 21,426 | $10.7M | 4.45% | +173+0.8% | Added |
| Trustmark National Bank Trust Department | 21,423 | $10.7M | 0.64% | +996+4.9% | Added |
| AlTi Global, Inc. | 21,405 | $10.7M | 0.22% | −4,873−18.5% | Reduced |
| IFC Advisors LLC | 21,267 | $10.6M | 1.35% | −1,267−5.6% | Reduced |
| Blackhill Capital Inc | 21,237 | $10.6M | 0.44% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 21,216 | $10.6M | 0.73% | +3,748+21.5% | Added |
| Clio Asset Management LLC | 21,213 | $10.6M | 8.44% | −748−3.4% | Reduced |
| Avestar Capital, LLC | 21,182 | $10.6M | 0.63% | +1,236+6.2% | Added |
| Tradition Wealth Management, LLC | 21,177 | $10.6M | 0.65% | −1,410−6.2% | Reduced |
| MOKAN Wealth Management Inc. | 21,168 | $10.6M | 4.05% | +2,288+12.1% | Added |
| Epacria Capital Partners, LLC | 21,160 | $10.6M | 8.17% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 21,117 | $10.6M | 1.26% | +1,722+8.9% | Added |
| NWM Advisors, LLC | 21,092 | $10.6M | 8.31% | +872+4.3% | Added |
| Victrix Investment Advisors | 21,035 | $10.5M | 4.41% | +1,711+8.9% | Added |
| TCI Wealth Advisors, Inc. | 21,026 | $10.5M | 0.46% | +749+3.7% | Added |
| Sweeney & Michel, LLC | 20,005 | $10.4M | 2.74% | −159−0.8% | Reduced |
| Muirfield Wealth Advisors LLC | 20,823 | $10.4M | 6.80% | −19−0.1% | Reduced |
| Indivisible Partners | 20,809 | $10.4M | 0.59% | +4,704+29.2% | Added |
| Alps Advisors Inc | 20,799 | $10.4M | 0.05% | +15,686+306.8% | Added |
| Pflug Koory, LLC | 20,735 | $10.4M | 4.14% | +405+2.0% | Added |
| Cooper Financial Group | 20,726 | $10.4M | 0.86% | −92−0.4% | Reduced |
| Boston Private Wealth LLC | 20,700 | $10.4M | 0.65% | +22+0.1% | Added |
| Frank, Rimerman Advisors LLC | 20,695 | $10.4M | 0.59% | +756+3.8% | Added |
| Alley Investment Management Company, LLC | 20,688 | $10.4M | 1.21% | −314−1.5% | Reduced |
| Glen Eagle Advisors, LLC | 20,675 | $10.3M | 1.30% | +751+3.8% | Added |
| Green Square Capital Advisors LLC | 20,609 | $10.3M | 0.96% | +217+1.1% | Added |
| Donaldson Capital Management, LLC | 20,573 | $10.3M | 0.29% | +7,348+55.6% | Added |
| Evergreen Wealth Management, LLC | 20,554 | $10.3M | 4.82% | +889+4.5% | Added |
| Corsair Capital Management, L.P. | 20,548 | $10.3M | 1.29% | +10.0% | Added |
| Tevis Investment Management | 20,533 | $10.3M | 5.62% | +505+2.5% | Added |
| Tompkins Financial Corp | 20,493 | $10.3M | 0.72% | −925−4.3% | Reduced |
| Valicenti Advisory Services Inc | 20,466 | $10.2M | 1.93% | +245+1.2% | Added |
| Udine Wealth Management, Inc. | 20,465 | $10.2M | 4.27% | +700+3.5% | Added |
| AMG National Trust Bank | 20,440 | $10.2M | 0.21% | −6,797−25.0% | Reduced |
| Aprio Wealth Management, LLC | 20,386 | $10.2M | 0.50% | +820+4.2% | Added |
| Clarity Wealth Advisors, LLC | 20,379 | $10.2M | 1.80% | +389+1.9% | Added |
| Luma Capital S.A. - SPF | 20,376 | $10.2M | 9.09% | 00.0% | Unchanged |
| Hartline Investment Corp | 20,348 | $10.2M | 0.89% | −2,384−10.5% | Reduced |
| Trust Asset Management LLC | 20,344 | $10.2M | 0.63% | 00.0% | Unchanged |
| Caldwell Trust Co | 20,289 | $10.2M | 0.82% | −603−2.9% | Reduced |
| Granite FO LLC | 20,280 | $10.1M | 5.37% | 00.0% | Unchanged |
| Intrust Bank NA | 20,249 | $10.1M | 0.75% | −942−4.4% | Reduced |
| Marshall Investment Management, LLC | 20,218 | $10.1M | 4.20% | +199+1.0% | Added |
| Fagan Associates, Inc. | 20,163 | $10.1M | 1.24% | −198−1.0% | Reduced |
| Heritage Trust Co | 20,155 | $10.1M | 0.87% | +2,494+14.1% | Added |
| Westerkirk Capital Inc. | 20,147 | $10.1M | 0.97% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 20,119 | $10.1M | 0.31% | +366+1.9% | Added |
| Perennial Investment Advisors, LLC | 20,075 | $10.0M | 0.67% | −504−2.4% | Reduced |
| Means Investment Co., Inc. | 20,036 | $10.0M | 0.76% | −443−2.2% | Reduced |
| Lakewood Asset Management LLC | 19,996 | $10.0M | 5.49% | +11+0.1% | Added |
| Certified Advisory Corp | 19,992 | $10.0M | 0.81% | −1,178−5.6% | Reduced |
| Mechanics Bank Trust Department | 19,959 | $9.99M | 1.24% | +876+4.6% | Added |
| Avidian Wealth Solutions, LLC | 19,918 | $9.97M | 0.28% | −1,205−5.7% | Reduced |
| Channel Wealth LLC | 19,917 | $9.97M | 2.24% | −677−3.3% | Reduced |
| Mitchell Capital Management Co | 19,907 | $9.96M | 1.52% | −7,579−27.6% | Reduced |
| Cantor Fitzgerald, L. P. | 19,849 | $9.93M | 0.19% | +115+0.6% | Added |
| NorthCrest Asset Manangement, LLC | 20,032 | $9.92M | 0.26% | +2,907+17.0% | Added |
| Baldwin Investment Management, LLC | 19,793 | $9.90M | 0.96% | +365+1.9% | Added |
| DF Dent & Co Inc | 19,710 | $9.86M | 0.19% | −928−4.5% | Reduced |
| Sand Hill Global Advisors, LLC | 19,665 | $9.84M | 0.30% | −640−3.2% | Reduced |
| Johnson Financial Group, Inc. | 19,623 | $9.82M | 0.32% | −8,821−31.0% | Reduced |
| Spartan Wealth Advisory Services LLC | 19,623 | $9.82M | 0.80% | +1,092+5.9% | Added |
| Trust Co of Kansas | 19,539 | $9.78M | 5.02% | −2,650−11.9% | Reduced |
| Stokes Family Office, LLC | 19,511 | $9.76M | 1.14% | −3,635−15.7% | Reduced |
| Magnolia Group, LLC | 19,500 | $9.76M | 2.05% | +19,500 | New |
| Capital Performance Advisors LLP | 19,368 | $9.69M | 0.63% | −2,839−12.8% | Reduced |
| Frec Markets, Inc. | 19,366 | $9.69M | 0.87% | +8,188+73.3% | Added |
| DCM Advisors, LLC | 19,452 | $9.67M | 3.82% | +2,133+12.3% | Added |
| Hanson & Doremus Investment Management | 19,319 | $9.67M | 0.98% | −253−1.3% | Reduced |
| Royal Capital Wealth Management, LLC | 19,315 | $9.67M | 5.42% | +600+3.2% | Added |
| Manhattan West Asset Management, LLC | 19,263 | $9.64M | 1.61% | +1,642+9.3% | Added |
| EverSource Wealth Advisors, LLC | 19,227 | $9.62M | 0.32% | −3,122−14.0% | Reduced |
| Envision Financial Planning, LLC | 19,207 | $9.61M | 3.13% | +19,207 | New |
| Bridgewater Advisors Inc. | 18,684 | $9.59M | 0.52% | +451+2.5% | Added |
| SeaCrest Wealth Management, LLC | 19,134 | $9.57M | 1.06% | −4,193−18.0% | Reduced |
| Conway Capital Management, Inc. | 19,111 | $9.56M | 4.26% | −108−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19,068 | $9.54M | 0.47% | −368−1.9% | Reduced |
| Evanson Financial, LLC | 19,067 | $9.54M | 0.47% | +19,067 | New |
| Bedel Financial Consulting, Inc. | 19,036 | $9.53M | 0.91% | +550+3.0% | Added |
| International Assets Investment Management, LLC | 19,053 | $9.52M | 0.57% | +4,976+35.3% | Added |
| Resurgent Financial Advisors LLC | 18,866 | $9.44M | 2.64% | +3,739+24.7% | Added |
| Martin Investment Management, LLC | 18,834 | $9.42M | 3.15% | −404−2.1% | Reduced |
| Brooktree Capital Management | 18,788 | $9.40M | 6.14% | +40+0.2% | Added |
| Confluence Wealth Services, Inc. | 18,787 | $9.40M | 0.27% | +4,669+33.1% | Added |
| First National Advisers, LLC | 18,733 | $9.37M | 1.32% | +3,353+21.8% | Added |