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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 6,977 | $3.49M | 1.23% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 6,975 | $3.49M | 1.42% | −75−1.1% | Reduced |
| Monograph Wealth Advisors, LLC | 6,963 | $3.48M | 0.29% | +1,662+31.4% | Added |
| SHP Wealth Management | 6,957 | $3.48M | 0.24% | +1,026+17.3% | Added |
| Rexford Capital Inc | 6,934 | $3.47M | 2.13% | +39+0.6% | Added |
| Jag Capital Management, LLC | 6,931 | $3.47M | 0.33% | −80−1.1% | Reduced |
| Wealth Alliance | 6,915 | $3.46M | 0.29% | −103−1.5% | Reduced |
| Golden State Wealth Management, LLC | 6,910 | $3.46M | 0.32% | −209−2.9% | Reduced |
| Allen Operations LLC | 6,906 | $3.46M | 0.48% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,893 | $3.45M | 0.04% | +21+0.3% | Added |
| Founders Financial Securities LLC | 6,869 | $3.44M | 0.18% | −172−2.4% | Reduced |
| Papamarkou Wellner Asset Management inc. | 7,164 | $3.43M | 2.15% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,861 | $3.43M | 0.50% | −2,452−26.3% | Reduced |
| Hiley Hunt Wealth Management | 6,855 | $3.43M | 1.36% | −36−0.5% | Reduced |
| General Partner, Inc. | 6,852 | $3.43M | 1.84% | −505−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,837 | $3.43M | 0.91% | −43−0.6% | Reduced |
| Sava Infond d.o.o. | 6,850 | $3.43M | 0.24% | +3,570+108.8% | Added |
| Plimoth Trust Co LLC | 6,848 | $3.43M | 0.68% | +14+0.2% | Added |
| Annex Advisory Services, LLC | 6,842 | $3.42M | 0.06% | −1,742−20.3% | Reduced |
| Planning Center, Inc. | 6,819 | $3.41M | 0.32% | +194+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 6,816 | $3.41M | 1.81% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 6,814 | $3.41M | 1.10% | +208+3.1% | Added |
| Alliance Private Wealth, LLC | 6,811 | $3.41M | 1.18% | −455−6.3% | Reduced |
| NBC Securities, Inc. | 6,811 | $3.41M | 0.23% | +99+1.5% | Added |
| Central Valley Advisors, LLC | 6,794 | $3.40M | 0.87% | −64−0.9% | Reduced |
| Select Asset Management & Trust | 6,790 | $3.40M | 0.98% | +322+5.0% | Added |
| Hills Bank & Trust Co | 6,790 | $3.40M | 0.14% | +347+5.4% | Added |
| Uhlmann Price Securities, LLC | 6,782 | $3.39M | 0.13% | −139−2.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,771 | $3.39M | 1.06% | +160+2.4% | Added |
| Hilltop Partners LLC | 6,768 | $3.39M | 0.82% | +929+15.9% | Added |
| Kraematon Investment Advisors, Inc | 6,765 | $3.39M | 2.52% | −50−0.7% | Reduced |
| World Equity Group, Inc. | 6,738 | $3.37M | 0.75% | +645+10.6% | Added |
| Drucker Wealth 3.0, LLC | 6,738 | $3.37M | 0.53% | +84+1.3% | Added |
| Keebeck Wealth Management, LLC | 6,728 | $3.37M | 0.33% | +283+4.4% | Added |
| Sound Income Strategies, LLC | 6,726 | $3.37M | 0.15% | +149+2.3% | Added |
| De Burlo Group Inc | 6,726 | $3.37M | 0.62% | +660+10.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,721 | $3.36M | 0.91% | −73−1.1% | Reduced |
| American Money Management, LLC | 6,711 | $3.36M | 0.48% | −417−5.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,709 | $3.36M | 2.17% | −1,506−18.3% | Reduced |
| Cordatus Wealth Management LLC | 6,703 | $3.35M | 0.74% | +103+1.6% | Added |
| Enhancing Capital LLC | 6,700 | $3.35M | 2.31% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,694 | $3.35M | 0.90% | −70−1.0% | Reduced |
| Tiaa Trust, National Association | 6,687 | $3.35M | 0.20% | −4,944−42.5% | Reduced |
| Prairiewood Capital, LLC | 6,679 | $3.34M | 0.87% | −255−3.7% | Reduced |
| Partners Wealth Management, LLC | 6,658 | $3.33M | 3.27% | −102−1.5% | Reduced |
| Davy Global Fund Management Ltd | 6,644 | $3.32M | 0.21% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 6,641 | $3.32M | 1.94% | +75+1.1% | Added |
| Nitorum Capital, L.P. | 6,632 | $3.32M | 2.26% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 6,632 | $3.32M | 1.05% | −63−0.9% | Reduced |
| United Asset Strategies, Inc. | 6,623 | $3.31M | 0.23% | +108+1.7% | Added |
| Plan Group Financial, LLC | 6,621 | $3.31M | 0.69% | −216−3.2% | Reduced |
| Richmond Brothers, Inc. | 6,612 | $3.31M | 1.72% | +720+12.2% | Added |
| Cherokee Insurance Co | 6,600 | $3.30M | 1.27% | 00.0% | Unchanged |
| Keystone Financial Services | 6,587 | $3.30M | 0.85% | +101+1.6% | Added |
| SevenBridge Financial Group, LLC | 6,313 | $3.29M | 0.48% | +63+1.0% | Added |
| Evermay Wealth Management LLC | 6,583 | $3.29M | 0.34% | −263−3.8% | Reduced |
| Asset Management Group, Inc. | 6,583 | $3.29M | 0.48% | −232−3.4% | Reduced |
| Intelligence Driven Advisers, LLC | 6,571 | $3.29M | 0.53% | +643+10.8% | Added |
| Beacon Investment Advisory Services, Inc. | 6,568 | $3.29M | 0.12% | −87−1.3% | Reduced |
| Sovran Advisors, LLC | 6,402 | $3.28M | 0.24% | −10.0% | Reduced |
| KLCM Advisors, Inc. | 6,550 | $3.28M | 0.26% | −20.0% | Reduced |
| Sentry LLC | 6,540 | $3.27M | 0.92% | +26+0.4% | Added |
| Greenwich Wealth Management LLC | 6,531 | $3.27M | 0.12% | +646+11.0% | Added |
| Marathon Wealth Advisors LLC | 6,531 | $3.27M | 1.12% | +47+0.7% | Added |
| Triangle Securities Wealth Management | 6,529 | $3.27M | 0.65% | −105−1.6% | Reduced |
| Bernicke Wealth Management, Ltd. | 6,527 | $3.27M | 0.38% | −152−2.3% | Reduced |
| Caliber Wealth Management, LLC | 6,514 | $3.26M | 0.31% | +232+3.7% | Added |
| Wellspring Financial Advisors, LLC | 6,517 | $3.26M | 0.21% | −966−12.9% | Reduced |
| BankPlus Trust Department | 6,512 | $3.26M | 0.76% | +249+4.0% | Added |
| Altrius Capital Management Inc | 6,502 | $3.25M | 0.62% | −37−0.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,495 | $3.25M | 1.63% | −1,638−20.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 6,490 | $3.25M | 0.62% | −428−6.2% | Reduced |
| IMA Wealth, Inc. | 6,475 | $3.24M | 0.20% | +3,055+89.3% | Added |
| Armis Advisers, LLC | 6,388 | $3.24M | 0.30% | +200+3.2% | Added |
| Elyxium Wealth, LLC | 6,460 | $3.23M | 0.34% | +1,431+28.5% | Added |
| Rachor Investment Advisory Services, LLC | 6,441 | $3.22M | 1.59% | +64+1.0% | Added |
| O'Rourke & Company, Inc | 6,440 | $3.22M | 1.12% | +1,458+29.3% | Added |
| Prentiss Smith & Co Inc | 6,436 | $3.22M | 1.77% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,425 | $3.22M | 0.50% | +148+2.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 6,423 | $3.21M | 0.89% | −22−0.3% | Reduced |
| IKE Capital, LLC | 6,421 | $3.21M | 1.69% | −556−8.0% | Reduced |
| Herold Advisors, Inc. | 6,404 | $3.21M | 0.63% | +258+4.2% | Added |
| GFG Capital, LLC | 6,410 | $3.21M | 0.88% | +395+6.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 6,404 | $3.20M | 0.38% | +408+6.8% | Added |
| Centric Wealth Management | 6,833 | $3.20M | 0.50% | 00.0% | Unchanged |
| Gs Investments, Inc. | 6,397 | $3.20M | 2.31% | −1,998−23.8% | Reduced |
| Texas Bank & Trust Co | 6,396 | $3.20M | 1.05% | +10+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,395 | $3.20M | 0.64% | −80−1.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 6,394 | $3.20M | 1.59% | +104+1.7% | Added |
| Westfuller Advisors, LLC | 6,385 | $3.19M | 1.16% | +334+5.5% | Added |
| Lexington Hill Partners, LLC | 6,373 | $3.19M | 1.55% | +140+2.2% | Added |
| Thrive Wealth Management, LLC | 6,363 | $3.18M | 0.41% | −154−2.4% | Reduced |
| Activest Wealth Management | 6,353 | $3.18M | 0.61% | −1,771−21.8% | Reduced |
| Heartland Bank & Trust Co | 6,345 | $3.17M | 0.66% | −149−2.3% | Reduced |
| Occudo Quantitative Strategies LP | 6,343 | $3.17M | 0.17% | +5,704+892.6% | Added |
| CMG Global Holdings, LLC | 6,340 | $3.17M | 1.35% | +340+5.7% | Added |
| Triad Investment Management | 6,332 | $3.17M | 3.49% | +2,456+63.4% | Added |
| Madison Wealth Partners, Inc | 6,331 | $3.17M | 0.40% | −39−0.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 6,331 | $3.17M | 1.05% | +420+7.1% | Added |
| CPA Asset Management LLC | 6,329 | $3.17M | 0.91% | +1,162+22.5% | Added |