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 |
|---|---|---|---|---|---|
| Spectrum Planning & Advisory Services Inc. | 5,074 | $2.54M | 1.14% | +725+16.7% | Added |
| Seelaus Asset Management LLC | 5,072 | $2.54M | 1.78% | −500−9.0% | Reduced |
| J. Derek Lewis & Associates Inc. | 5,061 | $2.53M | 0.48% | −203−3.9% | Reduced |
| GAM Holding AG | 5,059 | $2.53M | 0.19% | −5,219−50.8% | Reduced |
| First Bank & Trust | 5,057 | $2.53M | 0.37% | −96−1.9% | Reduced |
| Ethos Capital Management, Inc. | 5,056 | $2.53M | 1.80% | +1,727+51.9% | Added |
| BHK Investment Advisors, LLC | 5,050 | $2.53M | 0.75% | −50−1.0% | Reduced |
| Keystone Wealth Services, LLC | 5,047 | $2.53M | 0.47% | −63−1.2% | Reduced |
| Stone Wealth Partners | 5,036 | $2.52M | 1.84% | −121−2.3% | Reduced |
| Sprucegrove Investment Management Ltd | 5,035 | $2.52M | 0.39% | −3,961−44.0% | Reduced |
| Romano Brothers and Company | 5,024 | $2.51M | 0.25% | +20.0% | Added |
| Atlas Legacy Advisors, LLC | 5,044 | $2.51M | 0.37% | +1,156+29.7% | Added |
| Post Resch Tallon Group Inc. | 5,008 | $2.51M | 1.73% | −1,040−17.2% | Reduced |
| Steinberg Asset Management LLC | 5,002 | $2.50M | 1.56% | −23−0.5% | Reduced |
| Bretton Capital Management, LLC | 5,000 | $2.50M | 2.00% | −2,500−33.3% | Reduced |
| Sicart Associates LLC | 5,000 | $2.50M | 0.61% | +1,975+65.3% | Added |
| NDWM LLC | 4,999 | $2.50M | 1.47% | +30+0.6% | Added |
| Onefund, LLC | 4,997 | $2.50M | 1.42% | −44−0.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,984 | $2.49M | 0.52% | −2,314−31.7% | Reduced |
| Weaver Consulting Group | 4,983 | $2.49M | 0.51% | −244−4.7% | Reduced |
| Rational Advisors LLC | 4,981 | $2.49M | 0.23% | −1,656−25.0% | Reduced |
| Benin Management CORP | 4,957 | $2.48M | 0.50% | +600+13.8% | Added |
| Florida Financial Advisors, LLC | 4,956 | $2.48M | 0.42% | +1,139+29.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,941 | $2.47M | 1.00% | +210+4.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,938 | $2.47M | 0.41% | +49+1.0% | Added |
| Hunter Associates Investment Management LLC | 4,928 | $2.47M | 0.28% | +462+10.3% | Added |
| Farmers National Bank | 4,917 | $2.46M | 0.51% | −175−3.4% | Reduced |
| Fishman Jay A Ltd | 4,915 | $2.46M | 0.20% | −200−3.9% | Reduced |
| Wealth Quarterback LLC | 4,898 | $2.45M | 0.76% | +697+16.6% | Added |
| Guardian Partners Inc. | 4,893 | $2.45M | 0.22% | −346−6.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,889 | $2.45M | 0.30% | +79+1.6% | Added |
| Aspire Capital Advisors LLC | 4,881 | $2.44M | 0.48% | −35−0.7% | Reduced |
| CNB Bank | 4,879 | $2.44M | 0.95% | +872+21.8% | Added |
| Claro Advisors LLC | 4,879 | $2.44M | 0.26% | +508+11.6% | Added |
| Round Rock Advisors, LLC | 4,871 | $2.44M | 0.31% | +930+23.6% | Added |
| MJP Associates Inc | 4,857 | $2.43M | 0.27% | −59−1.2% | Reduced |
| Armbruster Capital Management, Inc. | 4,854 | $2.43M | 0.36% | −58−1.2% | Reduced |
| Townsend Asset Management Corp | 4,852 | $2.43M | 0.78% | −171−3.4% | Reduced |
| Corps Capital Advisors, LLC | 4,845 | $2.42M | 1.96% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,843 | $2.42M | 0.05% | +1,495+44.7% | Added |
| Tranquility Partners, LLC | 4,842 | $2.42M | 0.83% | −45−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 4,838 | $2.42M | 0.27% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 4,835 | $2.42M | 0.42% | +235+5.1% | Added |
| Keystone Financial Services, LLC | 4,833 | $2.42M | 1.45% | −213−4.2% | Reduced |
| Milestones Administradora de Recursos Ltda. | 4,833 | $2.42M | 0.47% | +2,753+132.4% | Added |
| Koss-Olinger Consulting, LLC | 4,831 | $2.42M | 0.19% | −10,949−69.4% | Reduced |
| Elevate Capital Advisors, LLC | 4,824 | $2.41M | 1.34% | +812+20.2% | Added |
| Cornerstone Capital, Inc. | 4,822 | $2.41M | 0.22% | −17−0.4% | Reduced |
| Cortland Associates Inc | 4,821 | $2.41M | 0.35% | −210−4.2% | Reduced |
| Argentarii, LLC | 4,665 | $2.41M | 0.73% | +20.0% | Added |
| IAG Wealth Partners, LLC | 4,812 | $2.41M | 0.24% | −37−0.8% | Reduced |
| Heritage Investment Group, Inc. | 4,810 | $2.41M | 0.32% | +429+9.8% | Added |
| National Wealth Management Group, LLC | 4,806 | $2.40M | 0.74% | −107−2.2% | Reduced |
| Stonebrook Private Inc. | 4,800 | $2.40M | 0.44% | −38−0.8% | Reduced |
| Platt Wealth Management LLC | 4,790 | $2.40M | 1.93% | +97+2.1% | Added |
| BSW Wealth Partners | 4,784 | $2.39M | 0.27% | −279−5.5% | Reduced |
| Secure Asset Management, LLC | 4,774 | $2.39M | 0.34% | +175+3.8% | Added |
| Edgewood Management LLC | 4,773 | $2.39M | 0.02% | +341+7.7% | Added |
| Basecamp Wealth Advisors LLC | 4,772 | $2.39M | 0.44% | +45+1.0% | Added |
| Secured Retirement Advisors, LLC | 4,772 | $2.39M | 1.23% | +3,012+171.1% | Added |
| Rollins Financial Advisors, LLC | 4,767 | $2.39M | 0.31% | −79−1.6% | Reduced |
| YANKCOM Partnership | 4,767 | $2.39M | 0.86% | +961+25.2% | Added |
| Cannon Financial Strategists, Inc. | 4,755 | $2.38M | 0.27% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,752 | $2.38M | 0.12% | −768−13.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,748 | $2.38M | 1.61% | −295−5.8% | Reduced |
| GLR Partners, LLC | 4,741 | $2.37M | 1.10% | −177−3.6% | Reduced |
| tru Independence LLC | 4,736 | $2.37M | 1.04% | −48−1.0% | Reduced |
| UMA Financial Services, Inc. | 4,731 | $2.37M | 0.28% | +257+5.7% | Added |
| Kingstone Capital Partners Texas, LLC | 4,729 | $2.37M | 1.26% | −284−5.7% | Reduced |
| Avion Wealth | 4,728 | $2.37M | 0.44% | −342−6.7% | Reduced |
| Keeler Thomas Management LLC | 4,724 | $2.36M | 0.84% | −73−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,719 | $2.36M | 0.94% | −103−2.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 4,718 | $2.36M | 0.59% | −80−1.7% | Reduced |
| Fiduciary Family Office, LLC | 4,713 | $2.36M | 0.59% | +247+5.5% | Added |
| Fortress Wealth Group, LLC | 4,764 | $2.36M | 0.82% | −154−3.1% | Reduced |
| Vista Investment Partners II, LLC | 4,710 | $2.36M | 0.92% | −10−0.2% | Reduced |
| Ames National Corp | 4,704 | $2.35M | 1.29% | 00.0% | Unchanged |
| Atom Investors LP | 4,702 | $2.35M | 0.21% | +4,702 | New |
| Community Bank of Raymore | 4,692 | $2.35M | 1.38% | +740+18.7% | Added |
| Capital International Ltd | 4,682 | $2.34M | 0.08% | −6,825−59.3% | Reduced |
| Piscataqua Savings Bank | 4,682 | $2.34M | 1.58% | −20−0.4% | Reduced |
| Bright Financial Advisors, Inc. | 4,680 | $2.34M | 0.98% | +847+22.1% | Added |
| Enterprise Financial Services Corp | 4,677 | $2.34M | 0.96% | +371+8.6% | Added |
| Davidson Trust Co | 4,676 | $2.34M | 0.91% | −119−2.5% | Reduced |
| SFM, LLC | 4,673 | $2.34M | 1.20% | −876−15.8% | Reduced |
| Hudson Canyon Capital Management | 4,669 | $2.34M | 1.25% | −161−3.3% | Reduced |
| Twin City Private Wealth, LLC | 4,661 | $2.33M | 1.64% | +55+1.2% | Added |
| TSFG, LLC | 4,658 | $2.33M | 0.29% | −220−4.5% | Reduced |
| Guerra Pan Advisors, LLC | 4,656 | $2.33M | 1.30% | −733−13.6% | Reduced |
| Indie Asset Partners, LLC | 4,656 | $2.33M | 2.23% | +3,370+262.1% | Added |
| North Capital, Inc. | 4,648 | $2.33M | 1.76% | +1,041+28.9% | Added |
| Lakeshore Capital Group, Inc. | 4,646 | $2.32M | 1.72% | +3+0.1% | Added |
| Agate Pass Investment Management, LLC | 4,646 | $2.32M | 0.86% | −64−1.4% | Reduced |
| Farringdon Capital, Ltd. | 4,645 | $2.32M | 1.15% | −3,758−44.7% | Reduced |
| Tacita Capital Inc | 4,639 | $2.32M | 1.26% | −5−0.1% | Reduced |
| WPWealth LLP | 4,634 | $2.32M | 0.34% | −220−4.5% | Reduced |
| Zullo Investment Group, Inc. | 4,633 | $2.32M | 0.79% | −104−2.2% | Reduced |
| David R. Rahn & Associates Inc. | 4,632 | $2.32M | 0.55% | −17−0.4% | Reduced |
| Hourglass Capital, LLC | 4,620 | $2.31M | 0.45% | +30+0.7% | Added |
| Absolute Capital Management, LLC | 4,618 | $2.31M | 0.58% | 00.0% | Unchanged |