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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 5,582 | $2.79M | 0.92% | 00.0% | Unchanged |
| S&T Bank | 5,567 | $2.79M | 0.84% | −1,279−18.7% | Reduced |
| Wilkinson Global Asset Management LLC | 5,567 | $2.79M | 0.22% | −330−5.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,564 | $2.78M | 0.12% | −809−12.7% | Reduced |
| Tectonic Advisors LLC | 5,562 | $2.78M | 0.13% | +425+8.3% | Added |
| All Terrain Financial Advisors, LLC | 5,552 | $2.78M | 0.58% | +2,000+56.3% | Added |
| GDS Wealth Management | 5,539 | $2.77M | 0.13% | +1,900+52.2% | Added |
| Jefferson Bridge Capital, LLC | 5,535 | $2.77M | 2.40% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 5,531 | $2.77M | 0.63% | −36−0.6% | Reduced |
| FF Advisors,LLC | 5,527 | $2.77M | 1.04% | +38+0.7% | Added |
| Clark Asset Management, LLC | 5,523 | $2.76M | 0.22% | +67+1.2% | Added |
| KilterHowling LLC | 5,523 | $2.76M | 1.24% | +706+14.7% | Added |
| Richards, Merrill & Peterson, Inc. | 5,522 | $2.76M | 0.88% | −385−6.5% | Reduced |
| Silicon Valley Capital Partners | 5,519 | $2.76M | 0.22% | −854−13.4% | Reduced |
| RD Lewis Holdings, Inc. | 5,266 | $2.76M | 2.05% | +472+9.8% | Added |
| United Bank | 5,515 | $2.76M | 0.84% | +86+1.6% | Added |
| Acorns Advisers, LLC | 5,505 | $2.75M | 0.02% | +196+3.7% | Added |
| Qsemble Capital Management, LP | 5,505 | $2.75M | 0.35% | −3,617−39.7% | Reduced |
| Impact Capital Partners LLC | 5,505 | $2.75M | 0.75% | −15−0.3% | Reduced |
| Linscomb & Williams, Inc. | 5,496 | $2.75M | 0.12% | +479+9.5% | Added |
| RVW Wealth, LLC | 5,485 | $2.74M | 0.18% | +320+6.2% | Added |
| Wealth Effects LLC | 5,485 | $2.74M | 0.74% | +175+3.3% | Added |
| Firestone Capital Management | 5,483 | $2.74M | 0.51% | +221+4.2% | Added |
| HBW Advisory Services LLC | 5,482 | $2.74M | 0.25% | −1,334−19.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,479 | $2.74M | 0.27% | −166−2.9% | Reduced |
| SWS Partners | 5,479 | $2.74M | 0.59% | +1,488+37.3% | Added |
| Samara Investment Management, LLC | 5,475 | $2.74M | 2.52% | −485−8.1% | Reduced |
| Kentucky Trust Co | 5,458 | $2.73M | 1.31% | 00.0% | Unchanged |
| Insight Inv LLC | 5,451 | $2.73M | 1.29% | +435+8.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,446 | $2.73M | 2.17% | −104−1.9% | Reduced |
| Occidental Asset Management, LLC | 5,439 | $2.72M | 0.27% | +1,031+23.4% | Added |
| China Universal Asset Management Co., Ltd. | 5,435 | $2.72M | 0.16% | +1,518+38.8% | Added |
| Maridea Wealth Management LLC | 5,430 | $2.72M | 0.30% | +210+4.0% | Added |
| Unique Wealth Strategies, LLC | 5,429 | $2.72M | 0.99% | +42+0.8% | Added |
| Advisors Asset Management, Inc. | 5,423 | $2.71M | 0.04% | −925−14.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,422 | $2.71M | 0.40% | −270−4.7% | Reduced |
| Black Diamond Financial, LLC | 5,421 | $2.71M | 0.24% | +131+2.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 5,417 | $2.71M | 0.50% | −100−1.8% | Reduced |
| Cane Capital Partners, LLC | 5,405 | $2.70M | 1.09% | −278−4.9% | Reduced |
| Univest Financial Corp | 5,401 | $2.70M | 0.13% | +69+1.3% | Added |
| Maple Capital Management, Inc. | 5,400 | $2.70M | 0.16% | −25−0.5% | Reduced |
| Mainstream Capital Management LLC | 5,400 | $2.70M | 1.63% | +4+0.1% | Added |
| Teamwork Financial Advisors, LLC | 5,370 | $2.69M | 0.25% | −128−2.3% | Reduced |
| Sulzberger Capital Advisors, Inc. | 5,367 | $2.69M | 2.62% | +70+1.3% | Added |
| Summa Corp. | 5,367 | $2.69M | 0.84% | +299+5.9% | Added |
| Smithbridge Asset Management Inc | 5,362 | $2.68M | 0.37% | −650−10.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,355 | $2.68M | 0.01% | −184−3.3% | Reduced |
| Liberty Square Wealth Partners LLC | 5,355 | $2.68M | 0.64% | −18−0.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 5,354 | $2.68M | 0.72% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 5,353 | $2.68M | 1.60% | −3,129−36.9% | Reduced |
| Hodges Capital Management Inc. | 5,353 | $2.68M | 0.18% | −100−1.8% | Reduced |
| Insight 2811, Inc. | 5,350 | $2.68M | 1.08% | +352+7.0% | Added |
| Abacus Wealth Partners, LLC | 5,347 | $2.68M | 0.28% | −858−13.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,317 | $2.66M | 0.54% | +580+12.2% | Added |
| Berman McAleer LLC | 5,317 | $2.66M | 0.31% | −14−0.3% | Reduced |
| Tanager Wealth Management LLP | 5,303 | $2.65M | 0.23% | +111+2.1% | Added |
| Goepper Burkhardt LLC | 5,303 | $2.65M | 0.80% | −149−2.7% | Reduced |
| BCGM Wealth Management, LLC | 5,297 | $2.65M | 0.56% | −1,846−25.8% | Reduced |
| Argyle Capital Partners, LLC | 5,297 | $2.65M | 1.67% | +354+7.2% | Added |
| New Republic Capital, LLC | 5,295 | $2.65M | 0.61% | −11,186−67.9% | Reduced |
| Sterneck Capital Management, LLC | 5,292 | $2.65M | 1.13% | −541−9.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,292 | $2.65M | 0.40% | −146−2.7% | Reduced |
| Meyer Handelman Co | 5,290 | $2.65M | 0.07% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 5,284 | $2.64M | 0.42% | +131+2.5% | Added |
| Silvia McColl Wealth Management, LLC | 5,271 | $2.64M | 1.59% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 5,258 | $2.63M | 1.04% | +161+3.2% | Added |
| Northwest Bancshares, Inc. | 5,257 | $2.63M | 0.47% | +20.0% | Added |
| Boomfish Wealth Group, LLC | 5,255 | $2.63M | 1.20% | +696+15.3% | Added |
| Abacus Planning Group, Inc. | 5,254 | $2.63M | 0.33% | +398+8.2% | Added |
| ROI Financial Advisors, LLC | 5,243 | $2.62M | 1.36% | −70−1.3% | Reduced |
| Liberty Wealth Management LLC | 5,457 | $2.61M | 0.33% | 00.0% | Unchanged |
| Webster Bank, N. A. | 5,225 | $2.61M | 0.23% | −5,289−50.3% | Reduced |
| Revisor Wealth Management LLC | 5,212 | $2.61M | 0.63% | −156−2.9% | Reduced |
| Massachusetts Wealth Management | 5,202 | $2.60M | 0.99% | +10+0.2% | Added |
| FLC Capital Advisors | 5,201 | $2.60M | 0.43% | −1,605−23.6% | Reduced |
| Syverson Strege & Co | 5,201 | $2.60M | 0.57% | −94−1.8% | Reduced |
| Zions Bancorporation, National Association | 5,197 | $2.60M | 0.16% | +614+13.4% | Added |
| Osterweis Capital Management Inc | 5,192 | $2.60M | 0.12% | −92−1.7% | Reduced |
| Van Strum & Towne Inc. | 5,191 | $2.60M | 0.71% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 5,180 | $2.59M | 0.81% | +36+0.7% | Added |
| Aurora Private Wealth, Inc. | 5,179 | $2.59M | 1.64% | −963−15.7% | Reduced |
| Advisors Preferred, LLC | 5,100 | $2.59M | 0.40% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 5,173 | $2.59M | 0.28% | −188−3.5% | Reduced |
| Tactive Advisors, LLC | 5,167 | $2.59M | 0.64% | +42+0.8% | Added |
| Brady Martz Wealth Solutions, LLC | 5,165 | $2.58M | 0.39% | +141+2.8% | Added |
| Abel Hall, LLC | 5,155 | $2.58M | 0.45% | −78−1.5% | Reduced |
| TownSquare Capital, LLC | 5,148 | $2.58M | 0.47% | +430+9.1% | Added |
| Walleye Trading LLC | 5,143 | $2.57M | 0.04% | −2,832−35.5% | Reduced |
| Approach Retirement Advisors, LLC | 5,140 | $2.57M | 1.87% | +377+7.9% | Added |
| Del-Sette Capital Management, LLC | 5,132 | $2.57M | 1.50% | +5,132 | New |
| Traveka Wealth, LLC | 5,130 | $2.57M | 0.85% | +34+0.7% | Added |
| SC&H Financial Advisors, Inc. | 5,125 | $2.56M | 0.34% | +15+0.3% | Added |
| Key Financial Inc | 5,121 | $2.56M | 0.42% | +38+0.7% | Added |
| Godsey & Gibb Associates | 5,114 | $2.56M | 0.21% | −72−1.4% | Reduced |
| Capasso Planning Partners LLC | 5,096 | $2.55M | 1.27% | 00.0% | Unchanged |
| GTS Securities LLC | 5,094 | $2.55M | 0.05% | −9,742−65.7% | Reduced |
| Capstone Triton Financial Group, LLC | 5,094 | $2.55M | 1.47% | +5,094 | New |
| Strategic Wealth Partners, Ltd. | 5,084 | $2.54M | 0.16% | +13+0.3% | Added |
| Interchange Capital Partners, LLC | 5,084 | $2.54M | 0.48% | +597+13.3% | Added |
| Range Advisory, LLC | 5,076 | $2.54M | 0.30% | +1,536+43.4% | Added |