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 |
|---|---|---|---|---|---|
| Disciplined Investors, L.L.C. | 6,313 | $3.16M | 1.58% | −46−0.7% | Reduced |
| Nelson Capital Management, LLC | 6,306 | $3.16M | 0.35% | −29−0.5% | Reduced |
| Chesapeake Wealth Management | 6,301 | $3.15M | 0.88% | −34−0.5% | Reduced |
| Perpetual Ltd | 6,298 | $3.15M | 0.05% | −33−0.5% | Reduced |
| Raelipskie Partnership | 6,293 | $3.15M | 1.19% | +649+11.5% | Added |
| Journey Advisory Group, LLC | 6,292 | $3.15M | 0.24% | +548+9.5% | Added |
| EPG Wealth Management LLC | 6,285 | $3.14M | 0.75% | +85+1.4% | Added |
| BlueSky Wealth Advisors, LLC | 6,263 | $3.13M | 0.36% | +3,406+119.2% | Added |
| Marks Group Wealth Management, Inc | 6,256 | $3.13M | 0.27% | −1,827−22.6% | Reduced |
| Westshore Wealth, LLC | 6,254 | $3.13M | 0.97% | +26+0.4% | Added |
| Legacy Financial Group, Inc. | 6,251 | $3.13M | 0.73% | −6−0.1% | Reduced |
| Retirement Income Solutions, Inc | 6,492 | $3.11M | 0.54% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 6,212 | $3.11M | 1.69% | −240−3.7% | Reduced |
| Intellectus Partners, LLC | 6,201 | $3.10M | 0.54% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,216 | $3.08M | 1.48% | −2,744−30.6% | Reduced |
| Aufman Associates Inc | 6,158 | $3.08M | 1.23% | −620−9.1% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 6,144 | $3.07M | 1.06% | +6,144 | New |
| Foundation Wealth Management, LLC | 6,138 | $3.07M | 1.82% | −10−0.2% | Reduced |
| Prasad Wealth Partners, LLC | 6,103 | $3.05M | 0.73% | −6−0.1% | Reduced |
| Sage Mountain Advisors LLC | 6,097 | $3.05M | 0.19% | +480+8.5% | Added |
| Kapstone Financial Advisors LLC | 6,093 | $3.05M | 1.28% | −174−2.8% | Reduced |
| Roof Eidam & Maycock | 6,086 | $3.05M | 0.60% | −11−0.2% | Reduced |
| Odyssean, LLC | 6,076 | $3.04M | 0.49% | +3,084+103.1% | Added |
| Carl Stuart Investment Advisor, Inc | 6,058 | $3.03M | 1.22% | 00.0% | Unchanged |
| Provident Trust Co | 6,053 | $3.03M | 0.06% | 00.0% | Unchanged |
| Condor Capital Management | 6,052 | $3.03M | 0.23% | +74+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,047 | $3.03M | 0.45% | +545+9.9% | Added |
| Oslo Pensjonsforsikring AS | 6,044 | $3.02M | 0.35% | +231+4.0% | Added |
| First National Bank of Hutchinson | 6,043 | $3.02M | 1.66% | −733−10.8% | Reduced |
| Madrona Financial Services, LLC | 6,043 | $3.02M | 0.56% | +53+0.9% | Added |
| SkyOak Wealth, LLC | 6,034 | $3.02M | 0.49% | +437+7.8% | Added |
| WealthSpring Partners, LLC | 6,028 | $3.02M | 2.59% | −31−0.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,024 | $3.01M | 0.26% | +520+9.4% | Added |
| Cutler Investment Counsel LLC | 6,021 | $3.01M | 0.28% | +352+6.2% | Added |
| Mattson Financial Services, LLC | 6,101 | $3.01M | 0.63% | −1,427−19.0% | Reduced |
| KPP Advisory Services LLC | 5,993 | $3.00M | 0.38% | −208−3.4% | Reduced |
| Altfest L J & Co Inc | 5,987 | $3.00M | 0.29% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 5,983 | $2.99M | 0.62% | −30−0.5% | Reduced |
| BNP Paribas | 6,039 | $2.99M | 0.08% | −99,333−94.3% | Reduced |
| Leisure Capital Management | 5,974 | $2.99M | 0.93% | +94+1.6% | Added |
| Fulcrum Wealth Advisors, LLC | 5,974 | $2.99M | 2.28% | +860+16.8% | Added |
| Vision Financial Markets LLC | 5,970 | $2.99M | 2.59% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,966 | $2.99M | 0.09% | −322−5.1% | Reduced |
| Gilbert & Cook, Inc. | 5,956 | $2.98M | 0.34% | −81−1.3% | Reduced |
| ASL Financial, LLC | 5,952 | $2.98M | 2.10% | 00.0% | Unchanged |
| McAdam, LLC | 5,950 | $2.98M | 0.12% | +199+3.5% | Added |
| Fulcrum Asset Management LLP | 6,000 | $2.98M | 0.30% | +6,000 | New |
| PKS Advisory Services, LLC | 5,939 | $2.97M | 0.47% | +1,412+31.2% | Added |
| Peoples Financial Services Corp. | 5,928 | $2.97M | 1.28% | −23−0.4% | Reduced |
| Dock Street Asset Management Inc | 5,926 | $2.97M | 0.27% | +907+18.1% | Added |
| Trust Co of Oklahoma | 5,902 | $2.95M | 0.76% | +171+3.0% | Added |
| Victory Financial Group, LLC | 5,894 | $2.95M | 0.31% | +651+12.4% | Added |
| Lodestone Wealth Management LLC | 5,892 | $2.95M | 1.04% | −41−0.7% | Reduced |
| Concentric Capital Strategies, LP | 5,886 | $2.95M | 0.18% | −12,700−68.3% | Reduced |
| Grove Bank & Trust | 5,878 | $2.94M | 0.29% | +749+14.6% | Added |
| TRB Wealth Management, LLC | 5,868 | $2.94M | 0.39% | −218−3.6% | Reduced |
| Skyline Advisors, Inc. | 5,862 | $2.93M | 0.92% | −903−13.3% | Reduced |
| M&G Plc | 5,866 | $2.93M | 0.01% | +1,297+28.4% | Added |
| Pinnacle Financial Group, LLC | 5,859 | $2.93M | 0.72% | −56−0.9% | Reduced |
| Aull & Monroe Investment Management Corp | 5,844 | $2.92M | 1.22% | −10−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 5,895 | $2.92M | 0.26% | −446−7.0% | Reduced |
| Panoramic Investment Advisors, LLC | 5,842 | $2.92M | 1.40% | −100−1.7% | Reduced |
| MMBG Investment Advisors Co. | 5,838 | $2.92M | 0.23% | +210+3.7% | Added |
| LeClair Wealth Partners LLC | 5,836 | $2.92M | 1.51% | +5,836 | New |
| Pin Oak Investment Advisors Inc | 5,833 | $2.92M | 2.08% | +629+12.1% | Added |
| Farnam Financial LLC | 5,808 | $2.91M | 2.12% | −133−2.2% | Reduced |
| Riverbend Wealth Management, LLC | 5,800 | $2.90M | 1.48% | +233+4.2% | Added |
| North Berkeley Wealth Management, LLC | 5,783 | $2.89M | 1.17% | −73−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 5,783 | $2.89M | 0.57% | −26−0.4% | Reduced |
| Defiance ETFs, LLC | 5,788 | $2.89M | 0.04% | +1,186+25.8% | Added |
| Werba Rubin Papier Wealth Management | 5,776 | $2.89M | 0.35% | −161−2.7% | Reduced |
| Brandywine Trust Co | 5,774 | $2.89M | 0.47% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 5,765 | $2.88M | 1.90% | +30+0.5% | Added |
| WFA of San Diego, LLC | 5,691 | $2.88M | 2.36% | −901−13.7% | Reduced |
| COFG Advisors, LLC | 5,756 | $2.88M | 0.50% | +2,718+89.5% | Added |
| Cromwell Holdings LLC | 5,752 | $2.88M | 1.29% | +679+13.4% | Added |
| QTR Family Wealth, LLC | 5,749 | $2.88M | 1.00% | +387+7.2% | Added |
| My Personal CFO, LLC | 5,730 | $2.87M | 1.12% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 5,738 | $2.87M | 0.20% | +678+13.4% | Added |
| Consolidated Capital Management, LLC | 5,724 | $2.86M | 0.76% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,720 | $2.86M | 0.24% | +5,720 | New |
| Brown Miller Wealth Management, LLC | 5,702 | $2.85M | 0.72% | −24−0.4% | Reduced |
| Tyche Wealth Partners LLC | 5,683 | $2.84M | 0.40% | +143+2.6% | Added |
| American Investment Services, Inc. | 5,677 | $2.84M | 0.60% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,669 | $2.84M | 0.36% | +42+0.7% | Added |
| Miller Wealth Advisors, LLC | 5,667 | $2.84M | 1.20% | −660−10.4% | Reduced |
| Marin Bay Wealth Advisors, LLC | 5,665 | $2.83M | 1.52% | −1,124−16.6% | Reduced |
| Next Level Private LLC | 5,653 | $2.83M | 0.55% | −27−0.5% | Reduced |
| Sage Capital Advisors,llc | 5,651 | $2.83M | 0.59% | +74+1.3% | Added |
| Prodigy Asset Management LLC | 5,648 | $2.83M | 0.85% | −715−11.2% | Reduced |
| Family Legacy, Inc. | 5,644 | $2.82M | 0.75% | +32+0.6% | Added |
| Aviso Wealth Management | 5,635 | $2.82M | 1.11% | −37−0.7% | Reduced |
| West Family Investments, Inc. | 5,634 | $2.82M | 0.82% | +129+2.3% | Added |
| Intrua Financial, LLC | 5,630 | $2.82M | 0.27% | +905+19.2% | Added |
| Aspen Grove Capital, LLC | 5,615 | $2.81M | 0.40% | +62+1.1% | Added |
| Galvin, Gaustad & Stein, LLC | 5,614 | $2.81M | 0.21% | +74+1.3% | Added |
| Legacy Edge Advisors, LLC | 5,598 | $2.80M | 0.26% | +280+5.3% | Added |
| Alhambra Investment Partners LLC | 5,592 | $2.80M | 1.22% | +159+2.9% | Added |
| Independent Wealth Network Inc. | 5,586 | $2.80M | 0.71% | +216+4.0% | Added |
| North Star Asset Management Inc | 5,584 | $2.79M | 0.11% | +844+17.8% | Added |