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: 52 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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 4,615 | $2.31M | 0.56% | −444−8.8% | Reduced |
| May Hill Capital, LLC | 4,611 | $2.31M | 0.48% | +229+5.2% | Added |
| Brookwood Investment Group LLC | 4,594 | $2.30M | 0.27% | +679+17.3% | Added |
| Ankerstar Wealth, LLC | 4,589 | $2.30M | 1.93% | −142−3.0% | Reduced |
| Prentice Wealth Management LLC | 4,587 | $2.30M | 0.47% | +15+0.3% | Added |
| Wulff, Hansen & Co. | 4,585 | $2.29M | 1.76% | +763+20.0% | Added |
| Three Seasons Wealth, LLC | 4,583 | $2.29M | 0.21% | −292−6.0% | Reduced |
| Ameriflex Group, Inc. | 4,581 | $2.29M | 0.94% | +168+3.8% | Added |
| LCNB Corp | 4,581 | $2.29M | 0.70% | −30−0.7% | Reduced |
| Wrapmanager Inc | 4,577 | $2.29M | 0.72% | −12−0.3% | Reduced |
| Octavia Wealth Advisors, LLC | 4,574 | $2.29M | 0.20% | −409−8.2% | Reduced |
| Icapital Wealth LLC | 4,573 | $2.29M | 1.28% | −6,296−57.9% | Reduced |
| Cornerstone Financial Group, LLC | 4,571 | $2.29M | 1.41% | −17−0.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 4,570 | $2.29M | 1.23% | −60−1.3% | Reduced |
| Advisor Resource Council | 4,518 | $2.29M | 0.76% | −26−0.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,564 | $2.28M | 0.57% | −305−6.3% | Reduced |
| Altman Advisors, Inc. | 4,559 | $2.28M | 0.82% | −46−1.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,556 | $2.28M | 0.87% | +3,027+198.0% | Added |
| LWM Advisory Services, LLC | 4,552 | $2.28M | 4.07% | −2,519−35.6% | Reduced |
| First Commonwealth Financial Corp | 4,545 | $2.27M | 0.32% | +92+2.1% | Added |
| CVFG LLC | 4,542 | $2.27M | 0.24% | +89+2.0% | Added |
| Davidson Kahn Capital Management, LLC | 4,536 | $2.27M | 0.97% | +6+0.1% | Added |
| LVM Capital Management Ltd | 4,535 | $2.27M | 0.19% | −65−1.4% | Reduced |
| Investment Advisory Group, LLC | 4,528 | $2.27M | 0.49% | +714+18.7% | Added |
| LRI Investments, LLC | 4,521 | $2.26M | 0.18% | −384−7.8% | Reduced |
| Droms Strauss Advisors Inc | 4,521 | $2.26M | 0.51% | +24+0.5% | Added |
| Tealwood Asset Management Inc | 4,520 | $2.26M | 0.87% | −5−0.1% | Reduced |
| Eagle Bay Advisors LLC | 4,520 | $2.26M | 1.69% | +132+3.0% | Added |
| Financial Enhancement Group LLC | 4,520 | $2.26M | 0.27% | −14−0.3% | Reduced |
| Register Financial Advisors LLC | 4,519 | $2.26M | 0.69% | +635+16.3% | Added |
| Second Line Capital, LLC | 4,529 | $2.26M | 0.42% | +60+1.3% | Added |
| Lantern Wealth Advisors, LLC | 4,514 | $2.26M | 1.03% | −349−7.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,513 | $2.26M | 0.95% | −184−3.9% | Reduced |
| Box Hill Private Wealth LLC | 4,507 | $2.26M | 1.81% | −291−6.1% | Reduced |
| ZRC Wealth Management, LLC | 4,499 | $2.25M | 0.67% | +35+0.8% | Added |
| MPS Loria Financial Planners, LLC | 4,499 | $2.25M | 0.52% | +851+23.3% | Added |
| Vaughan David Investments LLC | 4,490 | $2.25M | 0.04% | +135+3.1% | Added |
| McMill Wealth Management | 3 | $2.25M | 0.54% | −6,513−100.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,487 | $2.25M | 1.95% | +100+2.3% | Added |
| Puzo Michael J | 4,485 | $2.24M | 0.58% | −105−2.3% | Reduced |
| Osborne Partners Capital Management, LLC | 4,484 | $2.24M | 0.12% | −30,136−87.0% | Reduced |
| Yarger Wealth Strategies, LLC | 4,541 | $2.24M | 0.81% | +70+1.6% | Added |
| Whelan Financial | 4,472 | $2.24M | 0.61% | +204+4.8% | Added |
| Deseret Mutual Benefit Administrators | 4,468 | $2.24M | 0.73% | −290−6.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,465 | $2.23M | 0.51% | +3+0.1% | Added |
| SFE Investment Counsel | 4,463 | $2.23M | 0.31% | +32+0.7% | Added |
| Bluesphere Advisors, LLC | 4,461 | $2.23M | 0.69% | +210+4.9% | Added |
| Onyx Bridge Wealth Group LLC | 4,460 | $2.23M | 0.20% | +334+8.1% | Added |
| Mitchell Sinkler & Starr | 4,459 | $2.23M | 0.93% | −34−0.8% | Reduced |
| Hengehold Capital Management LLC | 4,453 | $2.23M | 0.17% | +2,169+95.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 4,450 | $2.23M | 0.42% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,448 | $2.23M | 0.70% | −99−2.2% | Reduced |
| Gambit Capital Management, LLC | 4,441 | $2.22M | 1.30% | +94+2.2% | Added |
| Vawter Financial, Ltd. | 4,440 | $2.22M | 0.84% | −297−6.3% | Reduced |
| Trust Co of Toledo NA | 4,439 | $2.22M | 0.18% | +227+5.4% | Added |
| Bard Associates Inc | 4,430 | $2.22M | 0.49% | +5+0.1% | Added |
| Empire Financial Management Company, LLC | 4,426 | $2.21M | 0.88% | −36−0.8% | Reduced |
| Knightsbridge Asset Management, LLC | 4,421 | $2.21M | 0.29% | +992+28.9% | Added |
| Lumbard & Kellner, LLC | 4,419 | $2.21M | 0.67% | +124+2.9% | Added |
| Granite Islands Private Wealth, LLC | 4,434 | $2.21M | 1.64% | +565+14.6% | Added |
| IFG Advisors, LLC | 4,417 | $2.21M | 0.30% | +1,139+34.7% | Added |
| Sippican Capital Advisors | 4,410 | $2.21M | 1.35% | −20−0.5% | Reduced |
| Prairie Advisory, LLC | 4,409 | $2.21M | 0.53% | +4,409 | New |
| Spirit of America Management Corp | 4,395 | $2.20M | 0.41% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 4,389 | $2.20M | 0.28% | +147+3.5% | Added |
| Sigma Investment Counselors Inc | 4,381 | $2.19M | 0.11% | +18+0.4% | Added |
| Delphi Management Inc | 4,381 | $2.19M | 2.14% | +433+11.0% | Added |
| Quantum Financial Partners LLC | 4,379 | $2.19M | 1.12% | +4,379 | New |
| Northstar Asset Management Inc | 4,356 | $2.18M | 0.64% | +301+7.4% | Added |
| One Day In July LLC | 4,346 | $2.17M | 0.15% | +235+5.7% | Added |
| Reicon Wealth Advisors, LLC | 4,344 | $2.17M | 1.36% | +11+0.3% | Added |
| Vicus Capital | 4,343 | $2.17M | 0.14% | +1,171+36.9% | Added |
| Michael B. Yongue | 4,342 | $2.17M | 1.51% | +755+21.0% | Added |
| Goldstone Financial Group, LLC | 4,336 | $2.17M | 0.20% | +501+13.1% | Added |
| Smart Money Group LLC | 4,328 | $2.17M | 0.56% | +187+4.5% | Added |
| Willner & Heller, LLC | 4,328 | $2.17M | 1.36% | −421−8.9% | Reduced |
| Havemeyer Place LP | 4,325 | $2.16M | 0.21% | +2,762+176.7% | Added |
| Income Insurance Ltd | 4,324 | $2.16M | 1.29% | +120+2.9% | Added |
| Nordwand Advisors, LLC | 4,322 | $2.16M | 0.33% | +97+2.3% | Added |
| Archer Investment Corp | 4,315 | $2.16M | 0.41% | +145+3.5% | Added |
| Financial Partners Group, Inc | 4,310 | $2.16M | 0.22% | −548−11.3% | Reduced |
| Strategic Financial Services, Inc, | 4,298 | $2.15M | 0.09% | +100+2.4% | Added |
| CCG Wealth Management, LLC | 4,298 | $2.15M | 0.50% | +415+10.7% | Added |
| Sage Investment Counsel LLC | 4,290 | $2.15M | 2.15% | 00.0% | Unchanged |
| Invst, LLC | 4,284 | $2.14M | 0.21% | +463+12.1% | Added |
| Peachtree Investment Partners, LLC | 4,269 | $2.14M | 0.68% | −301−6.6% | Reduced |
| Ponta Wealth Partners, LLC | 4,267 | $2.14M | 1.14% | +260+6.5% | Added |
| Dean Investment Associates, LLC | 4,265 | $2.13M | 0.28% | −103−2.4% | Reduced |
| Prossimo Advisors, LLC | 4,264 | $2.13M | 12.31% | +10+0.2% | Added |
| Advisory Resource Group | 4,259 | $2.13M | 0.32% | +19+0.4% | Added |
| Bull Harbor Capital LLC | 4,249 | $2.13M | 0.41% | +1,814+74.5% | Added |
| Hall Capital Management Co Inc | 4,247 | $2.13M | 0.66% | −309−6.8% | Reduced |
| Garrison Point Advisors, LLC | 4,247 | $2.13M | 0.86% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,242 | $2.12M | 0.41% | +657+18.3% | Added |
| Blue Line Capital, LLC | 4,239 | $2.12M | 1.83% | +1,143+36.9% | Added |
| Net Worth Advisory Group | 4,230 | $2.12M | 0.53% | −792−15.8% | Reduced |
| Ewa, LLC | 4,224 | $2.11M | 0.39% | +146+3.6% | Added |
| Diversified Management Inc | 4,223 | $2.11M | 0.45% | −4,337−50.7% | Reduced |
| MW Advisory, LLC | 4,220 | $2.11M | 0.84% | +4,220 | New |
| Headinvest, LLC | 4,218 | $2.11M | 0.39% | +259+6.5% | Added |