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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 9,785 | $4.90M | 0.22% | −1,116−10.2% | Reduced |
| Basepoint Wealth LLC | 9,781 | $4.89M | 2.80% | −339−3.3% | Reduced |
| LDIC Inc. | 9,780 | $4.89M | 3.06% | +9,780 | New |
| J. Stern & Co. LLP | 9,755 | $4.88M | 0.46% | 00.0% | Unchanged |
| First Citizens Financial Corp | 9,750 | $4.88M | 2.04% | −256−2.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 9,739 | $4.87M | 0.90% | −1,167−10.7% | Reduced |
| Leibman Financial Services, Inc. | 9,746 | $4.87M | 3.24% | +337+3.6% | Added |
| Islay Capital Management, LLC | 9,720 | $4.86M | 2.28% | −38−0.4% | Reduced |
| Vance Wealth, Inc. | 9,704 | $4.86M | 1.09% | +242+2.6% | Added |
| Erste Asset Management GmbH | 9,726 | $4.85M | 0.04% | +2,000+25.9% | Added |
| Galilei Investment Office LLP | 9,690 | $4.85M | 2.22% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 9,679 | $4.84M | 0.75% | −120−1.2% | Reduced |
| Miller Capital Partners, Inc. | 9,672 | $4.84M | 1.90% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 9,667 | $4.84M | 4.06% | +816+9.2% | Added |
| Compass Financial Management LLC | 9,435 | $4.83M | 0.59% | +9,435 | New |
| Auto-Owners Insurance Co | 9,655 | $4.83M | 0.11% | −30.0% | Reduced |
| Johnson Bixby & Associates, LLC | 9,653 | $4.83M | 0.54% | −450−4.5% | Reduced |
| Banque Transatlantique SA | 9,705 | $4.82M | 0.10% | +1,378+16.5% | Added |
| Institute for Wealth Management, LLC. | 9,616 | $4.81M | 0.42% | −111−1.1% | Reduced |
| 55 North Private Wealth, LLC | 9,611 | $4.81M | 0.95% | +669+7.5% | Added |
| Alesco Advisors LLC | 9,609 | $4.81M | 0.11% | −50−0.5% | Reduced |
| Capital Management Associates, Inc | 9,608 | $4.81M | 0.97% | −121−1.2% | Reduced |
| Lantz Financial LLC | 9,589 | $4.80M | 0.88% | +81+0.9% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $4.79M | 1.14% | 0 | Unchanged |
| Schnieders Capital Management, LLC. | 9,542 | $4.77M | 0.63% | +65+0.7% | Added |
| KWMG, LLC | 9,528 | $4.77M | 0.34% | −24−0.3% | Reduced |
| Clarity Capital Advisors, LLC | 9,479 | $4.74M | 1.99% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9,478 | $4.74M | 4.29% | −400−4.0% | Reduced |
| Marathon Capital Management | 9,473 | $4.74M | 0.96% | −1,808−16.0% | Reduced |
| TFR Capital, LLC. | 9,463 | $4.74M | 1.33% | +31+0.3% | Added |
| IPG Investment Advisors LLC | 9,450 | $4.73M | 0.68% | +232+2.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,439 | $4.72M | 1.14% | −92−1.0% | Reduced |
| Portside Wealth Group, LLC | 9,423 | $4.72M | 0.55% | +235+2.6% | Added |
| Adirondack Capital Advisors, LLC | 9,418 | $4.71M | 2.53% | +250+2.7% | Added |
| Bernard Wealth Management Corp. | 9,389 | $4.70M | 1.73% | −191−2.0% | Reduced |
| GSG Advisors LLC | 9,379 | $4.69M | 1.03% | −33−0.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 9,375 | $4.69M | 1.80% | +2,982+46.6% | Added |
| JB Capital LLC | 9,340 | $4.67M | 0.16% | +82+0.9% | Added |
| Taylor Financial Group, Inc. | 9,323 | $4.67M | 2.56% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 9,316 | $4.66M | 0.15% | −1,226−11.6% | Reduced |
| Lipe & Dalton | 9,315 | $4.66M | 2.17% | +8,765+1,593.6% | Added |
| Alpha Omega Wealth Management LLC | 9,298 | $4.65M | 0.71% | −143−1.5% | Reduced |
| Wealth Management Nebraska | 9,296 | $4.65M | 0.42% | +30+0.3% | Added |
| Naples Global Advisors, LLC | 9,296 | $4.65M | 0.29% | −34−0.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 9,296 | $4.65M | 0.45% | +6,448+226.4% | Added |
| Convergence Financial, LLC | 9,294 | $4.65M | 0.37% | +4,226+83.4% | Added |
| RDA Financial Network | 9,292 | $4.65M | 1.01% | +97+1.1% | Added |
| Entropy Technologies, LP | 9,277 | $4.64M | 0.18% | +9,277 | New |
| Pine Haven Investment Counsel, Inc | 9,269 | $4.64M | 3.12% | +20+0.2% | Added |
| Searle & Co. | 9,237 | $4.62M | 1.04% | −30−0.3% | Reduced |
| Asset Dedication, LLC | 9,235 | $4.62M | 0.29% | +251+2.8% | Added |
| Novem Group | 9,228 | $4.62M | 0.47% | +1,091+13.4% | Added |
| Wellington Shields & Co., LLC | 9,225 | $4.62M | 1.03% | +70+0.8% | Added |
| Kathmere Capital Management, LLC | 9,225 | $4.62M | 0.25% | +717+8.4% | Added |
| Independence Bank of Kentucky | 9,211 | $4.61M | 0.52% | −44−0.5% | Reduced |
| New England Research & Management, Inc. | 9,203 | $4.61M | 1.79% | −299−3.1% | Reduced |
| Magnolia Capital Advisors LLC | 9,198 | $4.60M | 0.79% | −53−0.6% | Reduced |
| Weil Company, Inc. | 9,196 | $4.60M | 0.81% | −641−6.5% | Reduced |
| Crux Wealth Advisors | 9,179 | $4.59M | 1.59% | −113−1.2% | Reduced |
| Flavin Financial Services, Inc. | 9,177 | $4.59M | 2.62% | +1,644+21.8% | Added |
| Chicago Trust Co NA | 9,163 | $4.59M | 0.66% | +26+0.3% | Added |
| Bannerstone Capital Management, LLC | 9,155 | $4.58M | 3.85% | −473−4.9% | Reduced |
| Gratus Wealth Advisors, LLC | 9,134 | $4.57M | 0.58% | −241−2.6% | Reduced |
| Valley National Advisers Inc | 9,133 | $4.57M | 0.51% | +27+0.3% | Added |
| Options Solutions, LLC | 9,131 | $4.57M | 3.24% | +4,759+108.9% | Added |
| Samalin Investment Counsel, LLC | 9,127 | $4.57M | 1.46% | +258+2.9% | Added |
| Ahara Advisors LLC | 9,127 | $4.57M | 3.09% | −2,700−22.8% | Reduced |
| Financial Gravity Companies, Inc. | 9,126 | $4.57M | 0.74% | +9,126 | New |
| Weatherly Asset Management L. P. | 9,114 | $4.56M | 0.32% | −65−0.7% | Reduced |
| GoalVest Advisory LLC | 9,114 | $4.56M | 0.85% | +666+7.9% | Added |
| Novak & Powell Financial Services, Inc. | 9,068 | $4.54M | 2.14% | +1,414+18.5% | Added |
| Linden Thomas Advisory Services, LLC | 9,062 | $4.53M | 0.37% | +150+1.7% | Added |
| Sterling Investment Advisors, Ltd. | 9,050 | $4.53M | 0.76% | −316−3.4% | Reduced |
| Modus Advisors, LLC | 9,050 | $4.53M | 1.12% | −70−0.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 9,042 | $4.52M | 2.14% | +229+2.6% | Added |
| GWN Securities Inc. | 9,041 | $4.52M | 0.76% | +657+7.8% | Added |
| Money Concepts Capital Corp | 9,032 | $4.52M | 0.21% | +506+5.9% | Added |
| Bouchey Financial Group Ltd | 9,014 | $4.51M | 0.29% | +426+5.0% | Added |
| Arrow Financial Corp | 9,009 | $4.51M | 0.40% | −104−1.1% | Reduced |
| Amitell Capital Pte Ltd | 9,007 | $4.51M | 4.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,993 | $4.50M | 0.28% | −286−3.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,990 | $4.50M | 0.23% | −23−0.3% | Reduced |
| Inscription Capital, LLC | 8,987 | $4.50M | 0.40% | −363−3.9% | Reduced |
| Nitor Capital Management LLC | 8,977 | $4.49M | 3.03% | +900+11.1% | Added |
| Physicians Financial Services, Inc. | 8,970 | $4.49M | 1.12% | −25−0.3% | Reduced |
| Wealth Group, Ltd. | 8,970 | $4.49M | 1.12% | +6,599+278.3% | Added |
| Vertrix Wealth Management, LLC | 8,968 | $4.49M | 1.51% | −1,462−14.0% | Reduced |
| Dover Advisors, LLC | 8,927 | $4.49M | 1.84% | +1,438+19.2% | Added |
| Relyea Zuckerberg Hanson LLC | 8,934 | $4.47M | 0.37% | +1,273+16.6% | Added |
| Youngs Advisory Group, Inc. | 8,925 | $4.47M | 1.40% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 8,925 | $4.47M | 0.48% | −104−1.2% | Reduced |
| NVWM, LLC | 8,917 | $4.46M | 0.90% | −232−2.5% | Reduced |
| LaFleur & Godfrey LLC | 8,915 | $4.46M | 0.53% | +615+7.4% | Added |
| Winthrop Advisory Group LLC | 8,914 | $4.46M | 0.30% | +134+1.5% | Added |
| Parcion Private Wealth LLC | 8,899 | $4.45M | 0.25% | +1,153+14.9% | Added |
| Oxford Financial Group Ltd | 8,893 | $4.45M | 0.23% | −1,021−10.3% | Reduced |
| Chaney Capital Management, Inc. | 8,886 | $4.45M | 1.40% | +138+1.6% | Added |
| Kassira Wealth Management LLC | 8,883 | $4.44M | 3.57% | +539+6.5% | Added |
| GSB Wealth Management, LLC | 8,875 | $4.44M | 0.89% | +1,771+24.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 8,813 | $4.41M | 2.39% | −220−2.4% | Reduced |