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
Q3 2026 data is still coming in: 11 institutions have reported holding BRK.B so far. See Q3 2026
- Institutional holders
- 4,928
- +99 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
- 224
- 2,021 more added
- Sold out
- 125
- 1,998 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 | 4,888 | $436.4B |
| Q4 2025 | 4,899 | $452.2B |
| Q3 2025 | 4,585 | $439.7B |
| Q2 2025 | 4,586 | $425.8B |
| Q1 2025 | 4,559 | $467.6B |
| Q4 2024 | 4,517 | $395.0B |
| Q3 2024 | 4,106 | $396.3B |
| Q2 2024 | 4,033 | $349.6B |
| Q1 2024 | 3,997 | $356.9B |
| Q4 2023 | 3,913 | $303.8B |
| Q3 2023 | 3,641 | $296.6B |
| Q2 2023 | 3,597 | $287.0B |
| Q1 2023 | 3,541 | $257.1B |
| Q4 2022 | 3,557 | $259.6B |
| Q3 2022 | 3,329 | $223.1B |
| Q2 2022 | 3,366 | $228.8B |
| Q1 2022 | 3,438 | $300.8B |
| Q4 2021 | 3,401 | $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 |
|---|---|---|---|---|---|
| HORAN Wealth, LLC | 14,339 | $7.18M | 0.90% | +501+3.6% | Added |
| Symphony Financial, Ltd. Co. | 14,402 | $7.15M | 0.78% | +71+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 14,204 | $7.11M | 0.58% | +14,204 | New |
| Checchi Capital Advisers, LLC | 14,203 | $7.11M | 0.45% | −306−2.1% | Reduced |
| MSH Capital Advisors LLC | 14,176 | $7.09M | 1.23% | +685+5.1% | Added |
| Correct Capital Wealth Management | 14,151 | $7.08M | 1.22% | −10−0.1% | Reduced |
| OFS Enterprise LLC | 14,132 | $7.07M | 1.81% | +124+0.9% | Added |
| Apollon Financial, LLC | 14,116 | $7.06M | 0.83% | +40.0% | Added |
| Chapman Financial Group, LLC | 14,116 | $7.06M | 4.69% | −14−0.1% | Reduced |
| Capital International Sarl | 14,092 | $7.05M | 0.10% | −4,981−26.1% | Reduced |
| LSV Asset Management | 14,092 | $7.05M | 0.01% | +2,892+25.8% | Added |
| Seamount Financial Group Inc | 14,077 | $7.04M | 2.84% | −1,165−7.6% | Reduced |
| Venturi Wealth Management, LLC | 9,569 | $7.03M | 0.27% | +1,042+12.2% | Added |
| CLG LLC | 14,051 | $7.03M | 1.54% | −580−4.0% | Reduced |
| Balboa Wealth Partners | 14,051 | $7.03M | 0.96% | −659−4.5% | Reduced |
| Douglas Lane & Associates, LLC | 14,047 | $7.03M | 0.10% | −196−1.4% | Reduced |
| Soltis Investment Advisors LLC | 13,997 | $7.00M | 0.40% | +1,779+14.6% | Added |
| Martin & Co Inc | 13,989 | $7.00M | 1.09% | +831+6.3% | Added |
| CVA Family Office, LLC | 13,986 | $7.00M | 0.63% | −15−0.1% | Reduced |
| Wendell David Associates Inc | 13,975 | $6.99M | 0.74% | −565−3.9% | Reduced |
| Moody National Bank Trust Division | 13,955 | $6.98M | 0.58% | −263−1.8% | Reduced |
| Inkwell Capital LLC | 13,942 | $6.98M | 7.25% | −7−0.1% | Reduced |
| Sterling Capital Management LLC | 13,913 | $6.96M | 0.12% | +3,511+33.8% | Added |
| MCF Advisors LLC | 13,887 | $6.95M | 0.25% | −156−1.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 13,870 | $6.94M | 3.05% | +20+0.1% | Added |
| Acropolis Investment Management, LLC | 13,839 | $6.92M | 0.27% | −234−1.7% | Reduced |
| Mason & Associates Inc | 13,824 | $6.92M | 1.12% | +157+1.1% | Added |
| Strategic Advisors LLC | 13,815 | $6.91M | 1.51% | −645−4.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,797 | $6.90M | 0.81% | +225+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 13,770 | $6.89M | 1.34% | +6,971+102.5% | Added |
| Root Financial Partners, LLC | 13,768 | $6.89M | 0.27% | −117−0.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 13,742 | $6.88M | 0.12% | −4,897−26.3% | Reduced |
| Thomas Story & Son LLC | 13,738 | $6.87M | 2.43% | +36+0.3% | Added |
| Pitcairn Wealth Advisors LLC | 13,714 | $6.86M | 0.75% | −720−5.0% | Reduced |
| Synergy Financial Management, LLC | 13,686 | $6.85M | 0.65% | +687+5.3% | Added |
| Schmidt P J Investment Management Inc | 13,673 | $6.84M | 1.06% | +71+0.5% | Added |
| Sun Group Wealth Partners | 13,653 | $6.83M | 4.66% | −289−2.1% | Reduced |
| Delta Financial Advisors LLC | 13,639 | $6.82M | 1.62% | −404−2.9% | Reduced |
| CMH Wealth Management LLC | 13,628 | $6.82M | 1.04% | +78+0.6% | Added |
| Anb Bank | 13,625 | $6.82M | 2.54% | +16+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 13,606 | $6.81M | 0.98% | +1,851+15.7% | Added |
| Avaii Wealth Management, LLC | 13,593 | $6.80M | 2.00% | +1,209+9.8% | Added |
| Pacific Sun Financial Corp | 13,575 | $6.79M | 2.80% | +28+0.2% | Added |
| LMG Wealth Partners, LLC | 13,567 | $6.79M | 1.08% | +104+0.8% | Added |
| Ausdal Financial Partners, Inc. | 13,555 | $6.78M | 0.27% | −354−2.5% | Reduced |
| City State Bank | 13,553 | $6.78M | 1.55% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 13,551 | $6.78M | 1.44% | +580+4.5% | Added |
| First Horizon Corp | 13,523 | $6.77M | 0.26% | −559−4.0% | Reduced |
| Griffin Asset Management, Inc. | 13,493 | $6.75M | 0.71% | −526−3.8% | Reduced |
| MBL Wealth, LLC | 13,468 | $6.74M | 0.46% | +258+2.0% | Added |
| Baker Avenue Asset Management, LP | 13,462 | $6.74M | 0.13% | +1,413+11.7% | Added |
| Marble Harbor Investment Counsel, LLC | 13,419 | $6.71M | 0.68% | −5,295−28.3% | Reduced |
| Xcel Wealth Management, LLC | 13,415 | $6.71M | 1.60% | +301+2.3% | Added |
| Creative Financial Designs Inc | 13,410 | $6.71M | 0.32% | +7,701+134.9% | Added |
| Bragg Financial Advisors, Inc | 13,397 | $6.70M | 0.18% | −338−2.5% | Reduced |
| Blue Fin Capital, Inc. | 13,324 | $6.67M | 0.96% | −752−5.3% | Reduced |
| Tritonpoint Wealth, LLC | 13,297 | $6.65M | 0.65% | −37−0.3% | Reduced |
| Brady Family Wealth, LLC | 13,279 | $6.64M | 1.92% | −68−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 13,261 | $6.64M | 0.75% | +28+0.2% | Added |
| Apriem Advisors | 13,256 | $6.63M | 0.57% | −464−3.4% | Reduced |
| Core Wealth Partners LLC | 13,255 | $6.63M | 2.83% | −1,018−7.1% | Reduced |
| 4J Wealth Management LLC | 13,229 | $6.62M | 3.25% | −194−1.4% | Reduced |
| Cypress Advisory Group LLC | 13,202 | $6.61M | 5.12% | +1,576+13.6% | Added |
| Inspire Trust Co, N.A. | 13,200 | $6.61M | 0.91% | −55−0.4% | Reduced |
| Rossmore Private Capital | 13,186 | $6.60M | 0.54% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 12,445 | $6.59M | 2.27% | +98+0.8% | Added |
| Cambria Investment Management, L.P. | 13,165 | $6.59M | 0.33% | +1,878+16.6% | Added |
| Overbrook Management Corp | 13,156 | $6.58M | 0.99% | −492−3.6% | Reduced |
| 1st Source Bank | 13,147 | $6.58M | 0.30% | +79+0.6% | Added |
| Guardsman Private Capital Management, Inc. | 13,129 | $6.57M | 4.60% | 00.0% | Unchanged |
| Trust Co of the South | 13,126 | $6.57M | 0.92% | +20+0.2% | Added |
| Southland Equity Partners LLC | 13,108 | $6.56M | 1.15% | −1,169−8.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 12,920 | $6.55M | 0.34% | −32−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 13,074 | $6.54M | 0.22% | −450−3.3% | Reduced |
| Ogorek Anthony Joseph | 13,069 | $6.54M | 1.62% | −69−0.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 13,044 | $6.53M | 1.00% | −616−4.5% | Reduced |
| Rockland Trust Co | 13,040 | $6.53M | 0.26% | −2,056−13.6% | Reduced |
| Royce & Associates LP | 13,000 | $6.51M | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,993 | $6.50M | 0.44% | +2,654+25.7% | Added |
| Twin Lakes Capital Management, LLC | 12,991 | $6.50M | 2.49% | +5,410+71.4% | Added |
| West Branch Capital LLC | 12,991 | $6.50M | 1.51% | +486+3.9% | Added |
| Interval Partners, LP | 12,976 | $6.49M | 0.21% | −4,579−26.1% | Reduced |
| Magnus Financial Group LLC | 12,950 | $6.48M | 0.46% | +46+0.4% | Added |
| Colonial Trust Co | 12,942 | $6.48M | 0.82% | −1,662−11.4% | Reduced |
| Aire Advisors, LLC | 12,941 | $6.48M | 1.05% | +2,153+20.0% | Added |
| Pine Valley Investments Ltd Liability Co | 12,927 | $6.47M | 0.28% | −223−1.7% | Reduced |
| Lynch & Associates | 12,920 | $6.46M | 1.13% | −92−0.7% | Reduced |
| Marino, Stram & Associates LLC | 12,897 | $6.45M | 1.03% | +838+6.9% | Added |
| Forbes J M & Co LLP | 12,893 | $6.45M | 0.51% | 00.0% | Unchanged |
| Vanguard National Trust Co | 12,866 | $6.44M | 0.35% | −260−2.0% | Reduced |
| BigSur Wealth Management LLC | 12,852 | $6.43M | 1.55% | +1,168+10.0% | Added |
| Csenge Advisory Group | 12,814 | $6.41M | 0.26% | +24+0.2% | Added |
| Greater Midwest Financial Group, LLC | 12,760 | $6.39M | 3.18% | +1,289+11.2% | Added |
| Morningstar Investment Management LLC | 13,282 | $6.36M | 0.39% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 12,686 | $6.35M | 1.80% | +8,140+179.1% | Added |
| VisionPoint Advisory Group, LLC | 12,669 | $6.34M | 1.03% | −132−1.0% | Reduced |
| Viewpoint Investment Partners Corp | 12,441 | $6.33M | 2.19% | −460−3.6% | Reduced |
| Uncommon Cents Investing LLC | 12,652 | $6.33M | 1.37% | +274+2.2% | Added |
| Womack Financial LLC | 12,615 | $6.31M | 4.17% | +160+1.3% | Added |
| Cozad Asset Management Inc | 12,604 | $6.31M | 0.41% | −159−1.2% | Reduced |