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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 18,724 | $9.37M | 0.81% | −382−2.0% | Reduced |
| Pavion Blue Capital, LLC | 18,686 | $9.35M | 3.76% | −187−1.0% | Reduced |
| Crawford Investment Counsel Inc | 18,672 | $9.34M | 0.16% | +682+3.8% | Added |
| Phraction Management LLC | 18,625 | $9.32M | 2.25% | +585+3.2% | Added |
| Calamos Wealth Management LLC | 18,601 | $9.31M | 0.28% | +1,861+11.1% | Added |
| North Star Investment Management Corp. | 18,560 | $9.29M | 0.50% | +80.0% | Added |
| Sound View Wealth Advisors Group, LLC | 18,557 | $9.29M | 0.58% | −277−1.5% | Reduced |
| Evolution Wealth Advisors, LLC | 18,552 | $9.28M | 1.09% | +2,160+13.2% | Added |
| Heritage Investors Management Corp | 18,449 | $9.23M | 0.26% | −14−0.1% | Reduced |
| BBR Partners, LLC | 18,436 | $9.23M | 0.43% | −301−1.6% | Reduced |
| Harvey Capital Management Inc | 18,405 | $9.21M | 1.89% | −266−1.4% | Reduced |
| Aviance Capital Partners, LLC | 18,341 | $9.18M | 0.95% | −148−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 18,334 | $9.17M | 1.24% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 18,331 | $9.17M | 1.28% | −17−0.1% | Reduced |
| PEAK6 LLC | 18,325 | $9.17M | 0.22% | +17,068+1,357.8% | Added |
| Capital Advisors Wealth Management, LLC | 18,292 | $9.15M | 1.08% | +1,627+9.8% | Added |
| First Wilshire Securities Management Inc | 18,217 | $9.12M | 1.88% | −84−0.5% | Reduced |
| Tortoise Investment Management, LLC | 18,159 | $9.09M | 0.68% | +476+2.7% | Added |
| Proficio Capital Partners LLC | 18,143 | $9.08M | 0.33% | +6,881+61.1% | Added |
| Venator Management LLC | 18,141 | $9.08M | 2.04% | +66+0.4% | Added |
| Councilmark Asset Management, LLC | 18,081 | $9.05M | 4.79% | +28+0.2% | Added |
| Silver Lake Advisory, LLC | 18,024 | $9.02M | 3.22% | −194−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 18,004 | $9.01M | 0.22% | +904+5.3% | Added |
| Dana Investment Advisors, Inc. | 18,001 | $9.01M | 0.23% | +354+2.0% | Added |
| Quantbot Technologies LP | 18,000 | $9.01M | 0.36% | +15,452+606.4% | Added |
| Oak Family Advisors, LLC | 17,962 | $8.99M | 2.59% | +9,958+124.4% | Added |
| J. Safra Sarasin Holding AG | 18,153 | $8.99M | 0.13% | +8,692+91.9% | Added |
| Circle Wealth Management, LLC | 17,812 | $8.91M | 0.11% | −637−3.5% | Reduced |
| High Note Wealth, LLC | 17,758 | $8.89M | 1.52% | +160+0.9% | Added |
| Arete Wealth Advisors, LLC | 17,746 | $8.88M | 0.59% | +5,132+40.7% | Added |
| Stelac Advisory Services LLC | 17,738 | $8.88M | 1.65% | +20.0% | Added |
| Delta Investment Management, LLC | 17,680 | $8.85M | 1.46% | −905−4.9% | Reduced |
| SWAN Capital LLC | 17,674 | $8.84M | 3.03% | −1,689−8.7% | Reduced |
| Peterson Wealth Services | 17,662 | $8.84M | 1.93% | −40−0.2% | Reduced |
| BIP Wealth, LLC | 17,649 | $8.83M | 0.25% | +2,192+14.2% | Added |
| Graham Capital Management, L.P. | 17,628 | $8.82M | 0.24% | +17,628 | New |
| Main Street Financial Solutions, LLC | 17,620 | $8.82M | 0.57% | −51−0.3% | Reduced |
| Reaves W H & Co Inc | 17,591 | $8.80M | 0.13% | −135−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 17,571 | $8.79M | 0.54% | +654+3.9% | Added |
| Graybill Bartz & Assoc Ltd | 17,559 | $8.79M | 2.36% | +834+5.0% | Added |
| 3Chopt Investment Partners, LLC | 17,553 | $8.78M | 1.65% | +602+3.6% | Added |
| NovaPoint Capital, LLC | 17,483 | $8.75M | 1.82% | +751+4.5% | Added |
| Laurel Wealth Advisors LLC | 17,472 | $8.74M | 0.85% | +23+0.1% | Added |
| Icon Wealth Advisors, LLC | 17,450 | $8.73M | 0.53% | +521+3.1% | Added |
| Canton Hathaway, LLC | 17,445 | $8.73M | 1.67% | −3,800−17.9% | Reduced |
| Gibraltar Capital Management, Inc. | 17,393 | $8.70M | 1.35% | −30−0.2% | Reduced |
| Boston Research & Management Inc | 17,366 | $8.69M | 1.92% | −306−1.7% | Reduced |
| Baldwin Brothers Inc | 17,349 | $8.68M | 0.57% | +89+0.5% | Added |
| AXA S.A. | 19,843 | $8.68M | 10.10% | +783+4.1% | Added |
| Compass Capital Corp | 7,993 | $8.68M | 2.82% | −304−3.7% | Reduced |
| Pacifica Partners Inc. | 17,099 | $8.68M | 2.62% | −107−0.6% | Reduced |
| Old Port Advisors | 17,335 | $8.67M | 1.71% | +1,494+9.4% | Added |
| Levin Capital Strategies, L.P. | 17,301 | $8.66M | 0.58% | +418+2.5% | Added |
| Coastal Bridge Advisors, LLC | 17,290 | $8.65M | 0.54% | −407−2.3% | Reduced |
| Parkside Financial Bank & Trust | 17,259 | $8.64M | 0.59% | +248+1.5% | Added |
| Stiles Financial Services Inc | 17,224 | $8.62M | 2.16% | +603+3.6% | Added |
| Stenger Family Office, LLC | 17,211 | $8.61M | 1.40% | +103+0.6% | Added |
| McDonald Partners LLC | 17,185 | $8.60M | 2.09% | −656−3.7% | Reduced |
| Norden Group LLC | 17,175 | $8.59M | 0.70% | +1,081+6.7% | Added |
| Evergreen Private Wealth LLC | 17,170 | $8.59M | 3.18% | +206+1.2% | Added |
| Westmount Partners, LLC | 17,149 | $8.58M | 1.89% | −1,172−6.4% | Reduced |
| Ethos Financial Group, LLC | 16,863 | $8.58M | 0.57% | +6,491+62.6% | Added |
| Pegasus Asset Management, Inc. | 17,140 | $8.58M | 2.44% | +153+0.9% | Added |
| Capco Asset Management, LLC | 17,140 | $8.58M | 2.34% | +17,040+17,040.0% | Added |
| Cornerstone Wealth Management, LLC | 17,128 | $8.57M | 0.37% | +1,019+6.3% | Added |
| Verdence Capital Advisors LLC | 17,125 | $8.57M | 0.45% | −1,491−8.0% | Reduced |
| Chemung Canal Trust Co | 17,123 | $8.57M | 1.58% | −1,007−5.6% | Reduced |
| Seven Post Investment Office LP | 17,043 | $8.53M | 2.42% | +1,741+11.4% | Added |
| WBH Advisory Inc | 17,001 | $8.51M | 0.57% | −1,002−5.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 16,980 | $8.50M | 0.94% | −1,821−9.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,941 | $8.48M | 0.40% | +999+6.3% | Added |
| Cigna Investments Inc | 16,933 | $8.47M | 1.11% | +15+0.1% | Added |
| Ellsworth Advisors, LLC | 17,326 | $8.46M | 1.39% | +822+5.0% | Added |
| LVW Advisors, LLC | 16,904 | $8.46M | 0.73% | +568+3.5% | Added |
| First Heartland Consultants, Inc. | 16,888 | $8.45M | 0.55% | −27−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 16,887 | $8.45M | 0.31% | −555−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,864 | $8.44M | 1.62% | −3,021−15.2% | Reduced |
| Arvest Bank Trust Division | 16,856 | $8.43M | 0.41% | −380−2.2% | Reduced |
| Integrated Advisors Network LLC | 16,810 | $8.41M | 0.39% | −2,540−13.1% | Reduced |
| Game Plan Financial Advisors, LLC | 16,809 | $8.41M | 3.12% | −234−1.4% | Reduced |
| RMR Wealth Builders | 16,806 | $8.41M | 0.52% | +2,951+21.3% | Added |
| Leelyn Smith, LLC | 16,747 | $8.38M | 1.02% | −139−0.8% | Reduced |
| Congress Park Capital LLC | 16,734 | $8.37M | 2.26% | +237+1.4% | Added |
| Ellis Investment Partners, LLC | 16,726 | $8.37M | 1.27% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 16,722 | $8.37M | 0.21% | +2,425+17.0% | Added |
| Blue Zone Wealth Advisors, LLC | 16,710 | $8.36M | 1.46% | −488−2.8% | Reduced |
| BridgePort Financial Solutions, LLC | 16,679 | $8.35M | 2.12% | −1,764−9.6% | Reduced |
| Everhart Financial Group, Inc. | 16,672 | $8.34M | 0.53% | −230−1.4% | Reduced |
| Bravias Capital Group, LLC | 16,656 | $8.33M | 4.95% | +1,500+9.9% | Added |
| American Trust Investment Advisors, LLC | 16,619 | $8.32M | 4.11% | −10,557−38.8% | Reduced |
| Platform Technology Partners | 16,612 | $8.31M | 1.36% | +201+1.2% | Added |
| E Fund Management Co., Ltd. | 16,598 | $8.31M | 0.19% | +718+4.5% | Added |
| Cross Staff Investments Inc | 16,551 | $8.28M | 4.94% | +140+0.9% | Added |
| Simplicity Wealth,LLC | 16,545 | $8.28M | 0.28% | +2,974+21.9% | Added |
| Profund Advisors LLC | 16,536 | $8.27M | 0.23% | −441−2.6% | Reduced |
| Cidel Asset Management Inc | 16,526 | $8.27M | 0.40% | +4,809+41.0% | Added |
| Regatta Capital Group, LLC | 16,467 | $8.24M | 1.11% | −46−0.3% | Reduced |
| L2 Asset Management, LLC | 16,442 | $8.23M | 0.85% | −5,730−25.8% | Reduced |
| McDonough Capital Management, Inc | 16,439 | $8.23M | 4.11% | −787−4.6% | Reduced |
| Goelzer Investment Management, Inc. | 16,439 | $8.23M | 0.36% | −88−0.5% | Reduced |