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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 8,808 | $4.41M | 0.10% | −777−8.1% | Reduced |
| Crescent Grove Advisors, LLC | 8,809 | $4.41M | 0.37% | +242+2.8% | Added |
| Dimension Capital Management LLC | 8,805 | $4.41M | 0.52% | +130+1.5% | Added |
| Washington Trust Bank | 8,803 | $4.40M | 0.31% | −11−0.1% | Reduced |
| Banque Pictet & Cie SA | 8,782 | $4.39M | 0.05% | −550−5.9% | Reduced |
| Harbour Investment Management LLC | 8,762 | $4.38M | 2.26% | +526+6.4% | Added |
| Shah Wealth Advisors, LLC | 8,758 | $4.38M | 1.01% | +8,758 | New |
| Retirement Planning Group | 8,753 | $4.38M | 0.11% | −419−4.6% | Reduced |
| CFM Wealth Partners LLC | 8,753 | $4.38M | 0.56% | −319−3.5% | Reduced |
| Harfst & Associates, Inc. | 8,752 | $4.38M | 0.68% | −161−1.8% | Reduced |
| Roman Butler Fullerton & Co | 8,796 | $4.37M | 1.04% | −257−2.8% | Reduced |
| Elmwood Wealth Management, Inc. | 8,730 | $4.37M | 1.09% | −43−0.5% | Reduced |
| GeoWealth Management, LLC | 8,725 | $4.37M | 0.14% | +229+2.7% | Added |
| Denali Advisors LLC | 8,710 | $4.36M | 0.44% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 8,699 | $4.35M | 3.74% | −200−2.2% | Reduced |
| Tiemann Investment Advisors, LLC | 8,697 | $4.35M | 1.58% | −363−4.0% | Reduced |
| Adirondack Trust Co | 8,697 | $4.35M | 1.30% | −30−0.3% | Reduced |
| Delta Asset Management LLC | 8,688 | $4.35M | 0.38% | −47−0.5% | Reduced |
| Lodestar Private Asset Management LLC | 8,631 | $4.32M | 0.37% | −356−4.0% | Reduced |
| Traphagen Investment Advisors LLC | 8,620 | $4.31M | 0.31% | +44+0.5% | Added |
| Bellecapital International Ltd. | 8,612 | $4.31M | 0.69% | −924−9.7% | Reduced |
| Garden State Investment Advisory Services LLC | 8,599 | $4.30M | 0.84% | +1,173+15.8% | Added |
| Sciencast Management LP | 8,577 | $4.29M | 0.89% | +8,577 | New |
| Acumen Wealth Advisors, LLC | 8,566 | $4.29M | 0.91% | −9,364−52.2% | Reduced |
| Long Island Wealth Management, Inc. | 8,556 | $4.28M | 1.77% | +229+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,549 | $4.28M | 0.01% | +350+4.3% | Added |
| Turn8 Private Wealth Inc. | 8,450 | $4.28M | 2.85% | −874−9.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 8,803 | $4.28M | 0.08% | +7,097+416.0% | Added |
| Founders Financial Alliance, LLC | 8,544 | $4.28M | 0.57% | +37+0.4% | Added |
| EagleClaw Capital Managment, LLC | 8,543 | $4.27M | 0.57% | −43−0.5% | Reduced |
| McMillan Office, Inc. | 8,526 | $4.27M | 0.49% | +5+0.1% | Added |
| Sax Wealth Advisors, LLC | 8,895 | $4.26M | 0.17% | −101−1.1% | Reduced |
| Jupiter Wealth Management LLC | 8,505 | $4.26M | 1.70% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 8,339 | $4.25M | 2.81% | −211−2.5% | Reduced |
| Bank of Hawaii | 8,494 | $4.25M | 0.21% | −1,196−12.3% | Reduced |
| JSF Financial, LLC | 8,473 | $4.24M | 0.68% | −90−1.1% | Reduced |
| Huntleigh Advisors, Inc. | 8,470 | $4.24M | 0.59% | −338−3.8% | Reduced |
| Epiq Partners, LLC | 8,458 | $4.23M | 1.80% | −280−3.2% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 8,436 | $4.22M | 0.31% | −1,049−11.1% | Reduced |
| Finivi Inc. | 8,420 | $4.21M | 2.16% | −359−4.1% | Reduced |
| Tempo Wealth, LLC | 8,418 | $4.21M | 0.62% | +287+3.5% | Added |
| Stonebridge Capital Management Inc | 8,392 | $4.20M | 2.02% | −755−8.3% | Reduced |
| Genesee Capital Advisors, LLC | 8,348 | $4.18M | 1.32% | −3,767−31.1% | Reduced |
| Next Capital Management LLC | 8,342 | $4.17M | 1.13% | −10−0.1% | Reduced |
| Legacy Private Trust Co. | 8,319 | $4.16M | 0.23% | −91−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,317 | $4.16M | 0.14% | −601−6.7% | Reduced |
| Kennondale Capital Management LLC | 8,317 | $4.16M | 2.77% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 8,312 | $4.16M | 2.29% | +17+0.2% | Added |
| Kornitzer Capital Management Inc | 8,305 | $4.16M | 0.09% | +1,110+15.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,291 | $4.15M | 0.22% | +235+2.9% | Added |
| Brave Asset Management Inc | 8,290 | $4.15M | 0.89% | −30−0.4% | Reduced |
| Okabena Investment Services Inc | 8,282 | $4.14M | 0.74% | −353−4.1% | Reduced |
| Rinkey Investments | 8,274 | $4.14M | 0.97% | +30.0% | Added |
| Stonebridge Financial Group, LLC | 8,272 | $4.14M | 0.31% | +12+0.1% | Added |
| NorthStar Asset Management LLC | 8,265 | $4.14M | 1.68% | −182−2.2% | Reduced |
| Freedom Day Solutions, LLC | 8,255 | $4.13M | 0.91% | +29+0.4% | Added |
| Oarsman Capital, Inc. | 8,250 | $4.13M | 0.44% | −325−3.8% | Reduced |
| Greenspring Advisors, LLC | 8,250 | $4.13M | 0.23% | −222−2.6% | Reduced |
| Conning Inc. | 8,240 | $4.12M | 0.12% | −111−1.3% | Reduced |
| Fort Point Capital Partners LLC | 8,210 | $4.11M | 0.44% | +241+3.0% | Added |
| E&G Advisors, LP | 8,209 | $4.11M | 0.79% | −5−0.1% | Reduced |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 8,184 | $4.10M | 0.08% | −2,155−20.8% | Reduced |
| BankChampaign, National Association | 8,181 | $4.09M | 3.14% | +4,919+150.8% | Added |
| Accurate Wealth Management, LLC | 8,286 | $4.09M | 0.39% | +454+5.8% | Added |
| Old Mission Investment Co LLC | 8,163 | $4.08M | 0.85% | +30+0.4% | Added |
| Facet Wealth, Inc. | 8,160 | $4.08M | 0.06% | −38−0.5% | Reduced |
| Fox Hill Wealth Management | 8,160 | $4.08M | 1.64% | −34−0.4% | Reduced |
| Chapin Davis, Inc. | 8,143 | $4.07M | 0.72% | +95+1.2% | Added |
| Northwest & Ethical Investments L.P. | 8,142 | $4.07M | 0.09% | −8,388−50.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 8,138 | $4.07M | 2.50% | +85+1.1% | Added |
| Paragon Private Wealth Management, LLC | 8,129 | $4.07M | 1.06% | −32−0.4% | Reduced |
| Curbstone Financial Management Corp | 8,128 | $4.07M | 0.69% | −150−1.8% | Reduced |
| RKL Wealth Management LLC | 8,106 | $4.06M | 0.32% | +150+1.9% | Added |
| Anchyra Partners LLC | 8,100 | $4.05M | 0.97% | +221+2.8% | Added |
| Verus Capital Partners, LLC | 8,099 | $4.05M | 0.22% | +135+1.7% | Added |
| Arlington Trust Co LLC | 8,096 | $4.05M | 0.34% | +64+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 8,096 | $4.05M | 1.53% | +982+13.8% | Added |
| Norway Savings Bank | 8,085 | $4.05M | 1.70% | −270−3.2% | Reduced |
| Prudent Man Advisors, LLC | 7,995 | $4.04M | 0.92% | +881+12.4% | Added |
| Peak Financial Advisors LLC | 8,030 | $4.02M | 1.66% | +1,914+31.3% | Added |
| NTV Asset Management LLC | 8,007 | $4.01M | 0.39% | −65−0.8% | Reduced |
| LPWM LLC | 8,005 | $4.01M | 0.89% | −505−5.9% | Reduced |
| Action Point Financial Planning, LLC | 8,020 | $4.00M | 0.41% | +7,562+1,651.1% | Added |
| America First Investment Advisors, LLC | 8,001 | $4.00M | 0.74% | −1,651−17.1% | Reduced |
| Optas, LLC | 7,994 | $4.00M | 0.56% | −174−2.1% | Reduced |
| Trust Co | 7,977 | $3.99M | 0.36% | −5,953−42.7% | Reduced |
| Lewis Asset Management, LLC | 7,971 | $3.99M | 1.40% | −237−2.9% | Reduced |
| Orser Capital Management, LLC | 7,970 | $3.99M | 2.09% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 7,955 | $3.98M | 0.63% | +76+1.0% | Added |
| Triumph Capital Management | 7,943 | $3.97M | 0.72% | −968−10.9% | Reduced |
| Heartwood Wealth Advisors LLC | 7,939 | $3.97M | 0.31% | −106−1.3% | Reduced |
| Rise Advisors, LLC | 7,933 | $3.97M | 1.12% | −160−2.0% | Reduced |
| Pullen Investment Management, LLC | 7,933 | $3.97M | 1.84% | −85−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 7,931 | $3.97M | 0.48% | +308+4.0% | Added |
| Truepoint, Inc. | 4,931 | $3.96M | 0.08% | −789−13.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 7,916 | $3.96M | 0.81% | −25−0.3% | Reduced |
| Allied Private Wealth LLC | 8,002 | $3.96M | 2.54% | +8,002 | New |
| Dutch Asset Corp | 7,905 | $3.96M | 1.97% | +3,127+65.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,905 | $3.96M | 0.32% | +499+6.7% | Added |
| MidFirst Bank | 7,891 | $3.95M | 0.28% | +94+1.2% | Added |