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: 23 institutions have reported holding BRK.B so far. See Q3 2026
- Institutional holders
- 4,929
- +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
- 2,022 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 | 4,888 | $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 |
|---|---|---|---|---|---|
| Rose Capital Advisors LLC | 11,048 | $5.53M | 2.96% | +11,048 | New |
| Diversified Enterprises, LLC | 11,040 | $5.52M | 0.27% | +231+2.1% | Added |
| James Investment Research Inc | 11,031 | $5.52M | 0.56% | +38+0.3% | Added |
| Fiera Capital Corp | 11,030 | $5.52M | 0.02% | −65−0.6% | Reduced |
| Marble Wealth, LLC | 11,025 | $5.52M | 0.84% | −44−0.4% | Reduced |
| Spinnaker Investment Group, LLC | 11,024 | $5.52M | 0.88% | +110+1.0% | Added |
| Bislett Management, LLC | 11,000 | $5.50M | 3.73% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 11,000 | $5.50M | 0.28% | +11,000 | New |
| Cypress Wealth Services, LLC | 10,983 | $5.50M | 0.68% | −325−2.9% | Reduced |
| Sterling Investment Counsel, LLC | 10,969 | $5.49M | 1.29% | −90−0.8% | Reduced |
| Continuum Advisory, LLC | 10,951 | $5.48M | 0.44% | +334+3.1% | Added |
| Sepio Capital, LP | 10,942 | $5.48M | 0.28% | −1,661−13.2% | Reduced |
| NavPoint Financial, Inc. | 10,923 | $5.47M | 2.03% | −57−0.5% | Reduced |
| Legacy Financial Group LLC | 10,915 | $5.46M | 0.61% | −67−0.6% | Reduced |
| Baring Financial LLC | 10,876 | $5.44M | 3.00% | +705+6.9% | Added |
| Axxion S.A. | 12,421 | $5.43M | 0.39% | +12,421 | New |
| Sumitomo Life Insurance Co | 10,849 | $5.43M | 0.09% | −628−5.5% | Reduced |
| Professional Financial Advisors, LLC | 10,829 | $5.42M | 0.94% | +124+1.2% | Added |
| Strategic Blueprint, LLC | 10,797 | $5.40M | 0.27% | +547+5.3% | Added |
| Personal Cfo Solutions, LLC | 10,769 | $5.39M | 0.78% | +189+1.8% | Added |
| Northwest Wealth Advisors, LLC | 10,722 | $5.36M | 3.08% | +21+0.2% | Added |
| Garde Capital, Inc. | 10,718 | $5.36M | 0.24% | +18+0.2% | Added |
| Central Pacific Bank - Trust Division | 10,713 | $5.36M | 0.54% | −57−0.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,712 | $5.36M | 0.16% | −30,546−74.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 10,696 | $5.35M | 1.04% | +53+0.5% | Added |
| Triad Wealth Partners, LLC | 10,409 | $5.34M | 0.32% | +1,840+21.5% | Added |
| WealthShield Partners, LLC | 10,663 | $5.34M | 0.82% | −2,850−21.1% | Reduced |
| Bill Few Associates, Inc. | 10,621 | $5.31M | 1.14% | +32+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 10,621 | $5.31M | 0.43% | +2,022+23.5% | Added |
| Millstone Evans Group, LLC | 10,611 | $5.31M | 2.87% | −30.0% | Reduced |
| X-Square Capital, LLC | 10,606 | $5.31M | 1.35% | +703+7.1% | Added |
| Fenimore Asset Management Inc | 10,585 | $5.30M | 0.11% | −1,398−11.7% | Reduced |
| CRA Financial Services, LLC | 10,577 | $5.29M | 0.61% | −170−1.6% | Reduced |
| First National Bank Sioux Falls | 11,139 | $5.29M | 1.45% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 10,553 | $5.28M | 2.96% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10,537 | $5.27M | 0.03% | −2,297−17.9% | Reduced |
| Allred Capital Management, LLC | 10,509 | $5.26M | 1.73% | −39−0.4% | Reduced |
| Waterloo Capital, L.P. | 10,476 | $5.24M | 0.30% | +1,852+21.5% | Added |
| Wescott Financial Advisory Group, LLC | 10,473 | $5.24M | 0.41% | −20.0% | Reduced |
| Highline Wealth Partners LLC | 10,471 | $5.24M | 1.07% | +677+6.9% | Added |
| Shearwater Capital LLC | 10,467 | $5.24M | 2.50% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 10,447 | $5.23M | 0.80% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 9,959 | $5.22M | 2.99% | +2,638+36.0% | Added |
| StoneX Group Inc. | 10,442 | $5.22M | 0.21% | +459+4.6% | Added |
| Vermillion Wealth Management, Inc. | 10,431 | $5.22M | 1.22% | −5,272−33.6% | Reduced |
| Dash Acquisitions Inc. | 10,214 | $5.21M | 1.06% | −102−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 10,386 | $5.20M | 1.40% | +96+0.9% | Added |
| AIMZ Investment Advisors, LLC | 10,378 | $5.19M | 1.43% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,372 | $5.19M | 0.34% | +875+9.2% | Added |
| Parisi Gray Wealth Management | 10,364 | $5.19M | 1.06% | −153−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,352 | $5.18M | 0.49% | +387+3.9% | Added |
| Regal Investment Advisors LLC | 10,347 | $5.18M | 0.27% | +183+1.8% | Added |
| Harbour Wealth Management Group, Inc. | 10,320 | $5.16M | 3.49% | +3,176+44.5% | Added |
| LOM Asset Management Ltd | 10,311 | $5.16M | 1.33% | +223+2.2% | Added |
| Rocky Mountain Advisers, LLC | 10,307 | $5.16M | 1.31% | +700+7.3% | Added |
| Fiduciary Financial Group, LLC | 10,302 | $5.16M | 0.58% | +2,067+25.1% | Added |
| Little House Capital LLC | 10,300 | $5.15M | 1.16% | −916−8.2% | Reduced |
| Peoples Bank | 10,291 | $5.15M | 5.01% | −525−4.9% | Reduced |
| SMART Wealth LLC | 10,258 | $5.13M | 1.11% | −2,010−16.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 10,708 | $5.13M | 0.44% | −127−1.2% | Reduced |
| First American Trust, FSB | 10,241 | $5.12M | 0.31% | +422+4.3% | Added |
| Merrion Investment Management Co, LLC | 10,237 | $5.12M | 2.42% | 00.0% | Unchanged |
| Oak Thistle LLC | 10,236 | $5.12M | 0.49% | +10,236 | New |
| Van Cleef Asset Management,Inc | 10,231 | $5.12M | 0.52% | +89+0.9% | Added |
| Boston Partners | 10,219 | $5.11M | 0.00% | +1,031+11.2% | Added |
| Trust Co of Virginia | 10,209 | $5.11M | 0.39% | −127−1.2% | Reduced |
| Essex Savings Bank | 10,164 | $5.09M | 1.10% | −21−0.2% | Reduced |
| Horizon Family Wealth, Inc. | 10,133 | $5.07M | 2.31% | −457−4.3% | Reduced |
| LMR Partners LLP | 10,129 | $5.07M | 0.04% | +6,730+198.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 10,125 | $5.07M | 1.72% | −610−5.7% | Reduced |
| Lathrop Investment Management Corp | 10,098 | $5.05M | 0.89% | −25−0.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 10,075 | $5.04M | 3.87% | 00.0% | Unchanged |
| Heartland Advisors Inc | 10,062 | $5.03M | 0.22% | −33−0.3% | Reduced |
| Phoenix Wealth Advisors | 10,047 | $5.03M | 1.70% | +1,000+11.1% | Added |
| Sound Portfolio Advisors, LLC | 10,046 | $5.03M | 3.57% | −566−5.3% | Reduced |
| Evolve Private Wealth, LLC | 10,039 | $5.02M | 0.31% | −11,086−52.5% | Reduced |
| Formidable Asset Management, LLC | 10,461 | $5.01M | 0.80% | −61−0.6% | Reduced |
| Sherman Porfolios, LLC | 10,458 | $5.01M | 0.39% | −180−1.7% | Reduced |
| Hardin Capital Partners, LLC | 10,026 | $5.01M | 2.33% | +210+2.1% | Added |
| DKRT Investments Corp. | 10,000 | $5.00M | 1.22% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 9,992 | $5.00M | 0.60% | −1,050−9.5% | Reduced |
| First City Capital Management, Inc. | 9,983 | $5.00M | 2.43% | −25−0.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 9,980 | $4.99M | 2.20% | −996−9.1% | Reduced |
| Hartford Financial Management Inc. | 9,978 | $4.99M | 1.11% | +214+2.2% | Added |
| Tru Independence Asset Management 2, LLC | 9,976 | $4.99M | 2.70% | +25+0.3% | Added |
| Nova R Wealth, Inc. | 9,976 | $4.99M | 1.46% | −90−0.9% | Reduced |
| Compass Capital Management, Inc | 9,954 | $4.98M | 0.30% | −174−1.7% | Reduced |
| Bull Street Advisors, LLC | 9,950 | $4.98M | 2.27% | +210+2.2% | Added |
| QV Investors Inc. | 9,931 | $4.97M | 0.38% | −320−3.1% | Reduced |
| HF Advisory Group, LLC | 9,924 | $4.97M | 1.54% | +123+1.3% | Added |
| Idaho Trust Bank | 9,917 | $4.96M | 1.45% | −71−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 9,915 | $4.96M | 0.24% | +100+1.0% | Added |
| Rede Wealth, LLC | 9,914 | $4.96M | 1.64% | −129−1.3% | Reduced |
| KC Investment Advisors, LLC | 9,910 | $4.96M | 0.94% | +597+6.4% | Added |
| Alexander Labrunerie & Co., Inc. | 9,895 | $4.95M | 1.73% | +12+0.1% | Added |
| Investment Management Trust, LLC | 9,886 | $4.95M | 4.43% | −122−1.2% | Reduced |
| Mengis Capital Management, Inc. | 9,880 | $4.94M | 0.75% | +40+0.4% | Added |
| Maia Wealth LLC | 9,840 | $4.92M | 0.73% | +1,457+17.4% | Added |
| Capital City Trust Co | 9,826 | $4.92M | 1.02% | −365−3.6% | Reduced |
| JPL Wealth Management, LLC | 9,795 | $4.90M | 0.97% | +19+0.2% | Added |