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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 16,427 | $8.22M | 2.04% | −363−2.2% | Reduced |
| Cascade Financial Partners, LLC | 16,404 | $8.21M | 0.71% | +46+0.3% | Added |
| Sacks & Associates, LLC | 16,020 | $8.19M | 5.53% | +3,165+24.6% | Added |
| Murphy Pohlad Asset Management LLC | 16,326 | $8.17M | 2.85% | −500−3.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 16,323 | $8.17M | 1.75% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 16,297 | $8.15M | 0.30% | −114−0.7% | Reduced |
| Costello Asset Management, INC | 16,278 | $8.15M | 2.44% | +132+0.8% | Added |
| Ducere Wealth Management LLC | 16,260 | $8.14M | 2.45% | +2,864+21.4% | Added |
| Cambridge Advisors Inc. | 16,206 | $8.11M | 1.39% | −639−3.8% | Reduced |
| Salvus Wealth Management, LLC | 16,193 | $8.10M | 4.54% | −597−3.6% | Reduced |
| City Holding Co | 16,182 | $8.10M | 0.92% | −331−2.0% | Reduced |
| Bonfire Financial | 16,138 | $8.08M | 5.19% | +1,108+7.4% | Added |
| Centaurus Financial, Inc. | 16,092 | $8.05M | 0.31% | −710−4.2% | Reduced |
| Trinity Legacy Partners, LLC | 16,302 | $8.04M | 1.61% | +1,107+7.3% | Added |
| Waddell & Associates, LLC | 16,057 | $8.03M | 0.40% | +1,436+9.8% | Added |
| SOA Wealth Advisors, LLC. | 16,051 | $8.03M | 1.35% | −654−3.9% | Reduced |
| Simon Quick Advisors, LLC | 16,043 | $8.03M | 0.32% | −2,129−11.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,039 | $8.03M | 0.45% | +14,000+686.6% | Added |
| Old National Bancorp | 16,024 | $8.02M | 0.16% | −2,163−11.9% | Reduced |
| Catalytic Wealth RIA, LLC | 16,010 | $8.01M | 0.46% | −23,269−59.2% | Reduced |
| Ignite Planners, LLC | 16,004 | $8.01M | 1.10% | −572−3.5% | Reduced |
| DAGCO, Inc. | 15,992 | $8.00M | 1.48% | +2,902+22.2% | Added |
| Smith Asset Management Co., LLC | 15,920 | $7.97M | 6.27% | +377+2.4% | Added |
| Algert Global LLC | 15,918 | $7.97M | 0.09% | +737+4.9% | Added |
| KKM Financial LLC | 15,896 | $7.95M | 1.09% | +2,447+18.2% | Added |
| Clare Market Investments LLC | 15,890 | $7.95M | 1.45% | −380−2.3% | Reduced |
| Cornerstone Management, Inc. | 15,817 | $7.91M | 1.14% | +190+1.2% | Added |
| San Luis Wealth Advisors LLC | 15,791 | $7.90M | 1.19% | +2,067+15.1% | Added |
| Samjo Management, LLC | 15,790 | $7.90M | 2.70% | +625+4.1% | Added |
| Security National Bank of Sioux City Iowa | 15,788 | $7.90M | 3.24% | +1,927+13.9% | Added |
| Fairfield Financial Advisors, LTD | 15,729 | $7.87M | 3.10% | −3,542−18.4% | Reduced |
| Fort Sheridan Advisors LLC | 15,702 | $7.86M | 0.85% | −135−0.9% | Reduced |
| LS Investment Advisors, LLC | 15,677 | $7.84M | 1.06% | −165−1.0% | Reduced |
| Aldebaran Financial Inc. | 15,655 | $7.83M | 6.36% | +42+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 15,644 | $7.83M | 0.27% | −2,996−16.1% | Reduced |
| Canvas Wealth Advisors, LLC | 15,609 | $7.81M | 1.09% | +1,059+7.3% | Added |
| First PREMIER Bank | 15,602 | $7.81M | 1.26% | +26+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 15,554 | $7.78M | 2.19% | +135+0.9% | Added |
| Group One Trading, L.P. | 15,552 | $7.78M | 0.22% | −7,355−32.1% | Reduced |
| Nadler Financial Group, Inc. | 15,508 | $7.76M | 0.66% | +863+5.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 15,470 | $7.74M | 0.21% | 00.0% | Unchanged |
| SEB Asset Management AB | 15,434 | $7.72M | 0.03% | −12,519−44.8% | Reduced |
| RWM Asset Management, LLC | 15,097 | $7.72M | 1.09% | −3,073−16.9% | Reduced |
| Klingman & Associates, LLC | 15,430 | $7.72M | 0.33% | +1,539+11.1% | Added |
| Carson Advisory Inc. | 15,373 | $7.69M | 3.53% | +527+3.5% | Added |
| Iowa State Bank | 15,361 | $7.69M | 1.28% | −150−1.0% | Reduced |
| Formuepleje A/S | 15,325 | $7.67M | 0.60% | +4,119+36.8% | Added |
| Paradigm Financial Partners, LLC | 15,324 | $7.67M | 0.70% | +2,501+19.5% | Added |
| CJM Wealth Advisers, Ltd. | 15,298 | $7.66M | 2.01% | −342−2.2% | Reduced |
| Center for Financial Planning, Inc. | 15,254 | $7.63M | 0.71% | +140+0.9% | Added |
| Kennon-Green & Company, LLC | 15,246 | $7.63M | 5.95% | −98−0.6% | Reduced |
| Howard Financial Services, Ltd. | 15,223 | $7.62M | 0.76% | −44−0.3% | Reduced |
| Ashton Thomas Securities, LLC | 15,260 | $7.60M | 1.12% | −298−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,175 | $7.59M | 0.34% | −81−0.5% | Reduced |
| New Hampshire Trust | 15,165 | $7.59M | 1.43% | +2,193+16.9% | Added |
| Sky Investment Group LLC | 15,154 | $7.58M | 1.19% | +48+0.3% | Added |
| Weaver Capital Management LLC | 15,823 | $7.58M | 1.67% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 15,146 | $7.58M | 0.92% | +3,584+31.0% | Added |
| Birinyi Associates Inc | 15,133 | $7.57M | 1.79% | −204−1.3% | Reduced |
| Krilogy Financial LLC | 15,118 | $7.56M | 0.22% | +1,277+9.2% | Added |
| Redmond Asset Management, LLC | 15,093 | $7.55M | 1.88% | −292−1.9% | Reduced |
| Watchman Group, Inc. | 15,058 | $7.53M | 1.68% | +128+0.9% | Added |
| CX Institutional | 15,051 | $7.53M | 0.22% | −1,658−9.9% | Reduced |
| Global Frontier Investments LLC | 15,000 | $7.51M | 1.29% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 15,000 | $7.51M | 1.23% | +1,000+7.1% | Added |
| Rahlfs Capital, LLC | 14,992 | $7.50M | 5.51% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,981 | $7.50M | 0.14% | −1,878−11.1% | Reduced |
| TritonPoint Partners, LLC | 14,962 | $7.49M | 0.62% | +12,105+423.7% | Added |
| Gillespie Robinson & Grimm Inc | 14,960 | $7.49M | 0.48% | −3,348−18.3% | Reduced |
| Montis Financial, LLC | 14,934 | $7.47M | 1.53% | +625+4.4% | Added |
| Plancorp, LLC | 15,038 | $7.47M | 0.18% | −2,910−16.2% | Reduced |
| Intrepid Capital Management Inc | 14,897 | $7.45M | 2.64% | +1,239+9.1% | Added |
| Courier Capital LLC | 14,860 | $7.44M | 0.37% | +2,784+23.1% | Added |
| Crew Capital Management, Ltd. | 14,853 | $7.43M | 4.06% | +1,468+11.0% | Added |
| Twin Capital Management Inc | 14,828 | $7.42M | 0.81% | +1,984+15.4% | Added |
| Vienna Asset Management LLC | 14,822 | $7.42M | 5.28% | −947−6.0% | Reduced |
| Palumbo Wealth Management LLC | 14,819 | $7.42M | 1.57% | +61+0.4% | Added |
| Summit Global Investments | 14,803 | $7.41M | 0.40% | −3,083−17.2% | Reduced |
| Sonata Capital Group Inc | 14,779 | $7.40M | 2.39% | +475+3.3% | Added |
| Camden Capital, LLC | 14,790 | $7.39M | 0.36% | +335+2.3% | Added |
| Silver Oak Securities, Inc | 14,761 | $7.39M | 0.45% | −1,402−8.7% | Reduced |
| Bluedoor Private Wealth, LLC | 14,756 | $7.38M | 3.11% | −782−5.0% | Reduced |
| Traynor Capital Management, Inc. | 14,748 | $7.38M | 0.35% | −1,877−11.3% | Reduced |
| Hohimer Wealth Management, LLC | 14,746 | $7.38M | 0.76% | +514+3.6% | Added |
| Benedict Financial Advisors Inc | 14,667 | $7.34M | 1.43% | −41−0.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 14,607 | $7.31M | 0.39% | +3,355+29.8% | Added |
| Wernau Asset Management Inc. | 14,583 | $7.30M | 6.92% | +134+0.9% | Added |
| Westpac Banking Corp | 14,571 | $7.29M | 0.45% | −831−5.4% | Reduced |
| Nvest Financial, LLC | 14,567 | $7.29M | 2.30% | +60+0.4% | Added |
| Pinnacle Bancorp, Inc. | 14,529 | $7.27M | 1.89% | −936−6.1% | Reduced |
| Drive Wealth Management, LLC | 14,528 | $7.27M | 1.30% | +948+7.0% | Added |
| Private Wealth Group, LLC | 14,509 | $7.26M | 2.80% | −35−0.2% | Reduced |
| Slow Capital, Inc. | 14,504 | $7.26M | 0.85% | +716+5.2% | Added |
| Duncan Williams Asset Management, LLC | 14,488 | $7.25M | 1.63% | 00.0% | Unchanged |
| Knuff & Co LLC | 14,412 | $7.21M | 1.83% | +45+0.3% | Added |
| Cardiff Park Advisors, LLC | 14,406 | $7.21M | 0.56% | −306−2.1% | Reduced |
| Terry L. Blaker | 14,398 | $7.20M | 0.25% | +501+3.6% | Added |
| Versant Capital Management, Inc | 14,397 | $7.20M | 0.65% | −30.0% | Reduced |
| Compass Wealth Management LLC | 14,390 | $7.20M | 1.36% | +14,390 | New |
| Legacy CG, LLC | 14,368 | $7.19M | 1.84% | −2,223−13.4% | Reduced |