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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 12,594 | $6.30M | 0.61% | +3,528+38.9% | Added |
| Independent Investors Inc | 12,577 | $6.29M | 1.20% | −2,310−15.5% | Reduced |
| Ballast Advisors LLC | 12,559 | $6.28M | 1.50% | +216+1.7% | Added |
| Core Alternative Capital | 12,543 | $6.28M | 1.88% | −931−6.9% | Reduced |
| Curtis Advisory Group, LLC | 12,537 | $6.27M | 1.22% | +301+2.5% | Added |
| Y.D. More Investments Ltd | 12,510 | $6.26M | 0.19% | +743+6.3% | Added |
| SageView Advisory Group, LLC | 12,467 | $6.24M | 0.20% | −160−1.3% | Reduced |
| D L Carlson Investment Group Inc | 12,464 | $6.24M | 0.99% | −159−1.3% | Reduced |
| Dudley Capital Management, LLC | 12,430 | $6.22M | 2.49% | +113+0.9% | Added |
| Quantum Capital Management, LLC | 12,426 | $6.22M | 0.78% | −187−1.5% | Reduced |
| Capital Wealth Alliance, LLC | 12,376 | $6.19M | 2.87% | −141−1.1% | Reduced |
| Security National Bank of So Dak | 12,365 | $6.19M | 2.86% | −3,534−22.2% | Reduced |
| Rhodes Investment Advisors Inc | 12,364 | $6.19M | 4.55% | −122−1.0% | Reduced |
| Fielder Capital Group LLC | 12,343 | $6.18M | 1.34% | −201−1.6% | Reduced |
| FourThought Financial Partners, LLC | 12,337 | $6.17M | 0.48% | +1,006+8.9% | Added |
| Buckhead Capital Management LLC | 12,336 | $6.17M | 2.12% | −116−0.9% | Reduced |
| Private Trust Co NA | 12,305 | $6.16M | 0.49% | −476−3.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,307 | $6.15M | 1.24% | +60.0% | Added |
| Diligent Investors, LLC | 12,286 | $6.15M | 1.37% | +513+4.4% | Added |
| Focused Alpha, LLC | 12,222 | $6.12M | 1.57% | −1,880−13.3% | Reduced |
| Independent Family Office, LLC | 12,215 | $6.11M | 2.46% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,211 | $6.11M | 0.55% | −215−1.7% | Reduced |
| PCM Encore, LLC | 12,198 | $6.10M | 1.07% | −350−2.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,192 | $6.10M | 1.37% | +1,653+15.7% | Added |
| Pointe Capital Management LLC | 12,181 | $6.10M | 2.73% | −89−0.7% | Reduced |
| Financial Insights, Inc. | 12,157 | $6.08M | 1.60% | −3,334−21.5% | Reduced |
| Bank of New Hampshire | 12,157 | $6.08M | 1.27% | −490−3.9% | Reduced |
| HCR Wealth Advisors | 12,142 | $6.08M | 0.54% | −49−0.4% | Reduced |
| Excelsior Advisor Network LLC | 12,135 | $6.07M | 0.80% | +10,219+533.4% | Added |
| Flagstone Financial Management | 12,096 | $6.05M | 1.35% | −22−0.2% | Reduced |
| Clayton Partners LLC | 12,069 | $6.04M | 3.97% | +26+0.2% | Added |
| Compass Ion Advisors, LLC | 12,048 | $6.03M | 0.52% | +598+5.2% | Added |
| 180 Wealth Advisors, LLC | 12,044 | $6.03M | 0.60% | +628+5.5% | Added |
| Ridgepath Capital Management LLC | 12,041 | $6.03M | 2.66% | +126+1.1% | Added |
| BWM Planning, LLC | 12,039 | $6.02M | 1.40% | +279+2.4% | Added |
| LBMC Investment Advisors, LLC | 12,026 | $6.02M | 0.33% | −525−4.2% | Reduced |
| Global Assets Advisory, LLC | 11,952 | $6.01M | 1.31% | +322+2.8% | Added |
| TRUE Private Wealth Advisors | 11,996 | $6.00M | 0.52% | −240−2.0% | Reduced |
| Granite Investment Partners, LLC | 11,989 | $6.00M | 0.31% | −200−1.6% | Reduced |
| Keel Point, LLC | 11,988 | $6.00M | 0.35% | +1,059+9.7% | Added |
| Quotient Wealth Partners, LLC | 11,983 | $6.00M | 0.14% | +226+1.9% | Added |
| Main Street Research LLC | 11,980 | $5.99M | 0.28% | +20.0% | Added |
| Madison Park Capital Advisors, LLC | 11,918 | $5.96M | 4.26% | −334−2.7% | Reduced |
| Union Heritage Capital, LLC | 11,916 | $5.96M | 2.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 11,984 | $5.96M | 0.34% | −7,163−37.4% | Reduced |
| Catalyst Financial Partners LLC | 11,903 | $5.96M | 0.59% | +92+0.8% | Added |
| Reynders McVeigh Capital Management, LLC | 11,890 | $5.95M | 0.26% | +96+0.8% | Added |
| Brasada Capital Management, LP | 11,858 | $5.93M | 1.07% | −472−3.8% | Reduced |
| Arrowroot Family Office, LLC | 11,834 | $5.92M | 1.70% | +830+7.5% | Added |
| Premier Path Wealth Partners, LLC | 11,823 | $5.92M | 0.68% | +377+3.3% | Added |
| Rench Wealth Management, Inc. | 11,790 | $5.90M | 1.58% | +11,790 | New |
| IF Advisors, LLC | 11,774 | $5.89M | 3.87% | +201+1.7% | Added |
| Picton Mahoney Asset Management | 11,764 | $5.89M | 0.05% | −789−6.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,759 | $5.88M | 1.51% | −657−5.3% | Reduced |
| TFC Financial Management | 11,749 | $5.88M | 0.65% | +10.0% | Added |
| WJ Financial Advisors LLC | 11,747 | $5.88M | 4.32% | +1,856+18.8% | Added |
| Cloverfields Capital Group, LP | 11,721 | $5.86M | 1.77% | −63−0.5% | Reduced |
| R2 Capital Strategies, LLC | 11,716 | $5.86M | 2.66% | +11,716 | New |
| Fischer Financial Services, Inc. | 11,702 | $5.86M | 1.47% | +10,664+1,027.4% | Added |
| Qtron Investments LLC | 11,688 | $5.85M | 0.78% | −2,188−15.8% | Reduced |
| Cito Capital Group, LLC | 11,681 | $5.84M | 1.58% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11,667 | $5.84M | 0.64% | +611+5.5% | Added |
| Matrix Asset Advisors Inc | 11,645 | $5.83M | 0.47% | +50+0.4% | Added |
| Keynote Financial Services LLC | 11,640 | $5.82M | 2.73% | +439+3.9% | Added |
| Birch Financial Group, LLC | 11,605 | $5.81M | 2.99% | +46+0.4% | Added |
| Nixon Peabody Trust Co | 11,551 | $5.78M | 0.41% | +425+3.8% | Added |
| Newbridge Financial Services Group, Inc. | 11,506 | $5.76M | 0.71% | +1,231+12.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 11,486 | $5.75M | 2.06% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 11,467 | $5.74M | 1.76% | +1,134+11.0% | Added |
| Guardian Asset Advisors, LLC | 11,441 | $5.73M | 2.64% | +6,344+124.5% | Added |
| Dodge & Cox | 11,440 | $5.72M | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 11,432 | $5.72M | 0.60% | +841+7.9% | Added |
| Hilltop National Bank | 11,420 | $5.71M | 1.22% | −216−1.9% | Reduced |
| Oakworth Capital, Inc. | 11,389 | $5.70M | 0.27% | +160+1.4% | Added |
| VeraBank, N.A. | 11,370 | $5.69M | 0.94% | −266−2.3% | Reduced |
| Papp L Roy & Associates | 11,357 | $5.68M | 0.60% | −195−1.7% | Reduced |
| Jacobs & Co | 11,350 | $5.68M | 0.49% | +178+1.6% | Added |
| Resolute Wealth Strategies, LLC | 11,332 | $5.67M | 2.20% | +217+2.0% | Added |
| Advyzon Investment Management, LLC | 11,330 | $5.67M | 0.41% | +1,248+12.4% | Added |
| Investment House LLC | 11,318 | $5.66M | 0.26% | +208+1.9% | Added |
| Clark Capital Management Group, Inc. | 11,311 | $5.66M | 0.03% | +501+4.6% | Added |
| Hofer & Associates. Inc | 11,278 | $5.64M | 2.73% | +276+2.5% | Added |
| Northwest Wealth Management, LLC | 11,245 | $5.63M | 0.74% | +481+4.5% | Added |
| Headlands Technologies LLC | 11,220 | $5.61M | 0.60% | +11,220 | New |
| Machina Capital S.A.S. | 11,202 | $5.61M | 0.89% | +8,478+311.2% | Added |
| R.H. Investment Group, LLC | 11,200 | $5.60M | 4.22% | −80−0.7% | Reduced |
| CoreCap Advisors, LLC | 11,156 | $5.58M | 0.16% | +1,625+17.0% | Added |
| Oppenheimer & Close, LLC | 11,149 | $5.58M | 3.52% | +145+1.3% | Added |
| Ballast, Inc. | 11,139 | $5.57M | 1.05% | +277+2.6% | Added |
| Atlantic Trust, LLC | 11,138 | $5.57M | 0.73% | +22+0.2% | Added |
| Cove Private Wealth, LLC | 11,136 | $5.57M | 1.08% | +3,682+49.4% | Added |
| Scott & Selber, Inc. | 11,123 | $5.57M | 1.17% | −10−0.1% | Reduced |
| Eagle Capital Management, LLC | 11,122 | $5.57M | 1.90% | +17+0.2% | Added |
| Blume Capital Management, Inc. | 11,115 | $5.56M | 0.82% | −180−1.6% | Reduced |
| Westco Advisory Services Inc | 11,104 | $5.56M | 3.35% | −516−4.4% | Reduced |
| Focused Wealth Management, Inc | 11,102 | $5.56M | 0.49% | +499+4.7% | Added |
| Sloy Dahl & Holst, LLC | 11,099 | $5.55M | 0.69% | +209+1.9% | Added |
| National Philanthropic Trust | 11,092 | $5.55M | 0.08% | +82+0.7% | Added |
| Gateway Wealth Partners, LLC | 11,076 | $5.54M | 0.33% | −8,031−42.0% | Reduced |
| Gradient Capital Advisors, LLC | 11,052 | $5.53M | 1.28% | +1,311+13.5% | Added |