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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 4,216 | $2.11M | 0.07% | −64−1.5% | Reduced |
| Variant Private Wealth, LLC | 4,208 | $2.11M | 2.37% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,208 | $2.11M | 0.95% | +2,378+129.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,205 | $2.10M | 0.18% | −48−1.1% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 4,191 | $2.10M | 0.18% | +1,705+68.6% | Added |
| Bensler, LLC | 4,186 | $2.09M | 0.19% | −156−3.6% | Reduced |
| McLean Asset Management Corp | 4,092 | $2.09M | 0.28% | −81−1.9% | Reduced |
| Sym Financial Corp | 4,176 | $2.09M | 0.17% | +646+18.3% | Added |
| Pennsylvania Capital Management Inc | 4,175 | $2.09M | 0.53% | +149+3.7% | Added |
| Caxton Associates LLP | 4,169 | $2.09M | 0.04% | +3,676+745.6% | Added |
| Corrado Advisors, LLC | 4,164 | $2.08M | 0.96% | −73−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 4,159 | $2.08M | 0.23% | −15−0.4% | Reduced |
| Kercheville Advisors, LLC | 4,156 | $2.08M | 0.63% | −560−11.9% | Reduced |
| Orca Wealth Management, LLC | 4,156 | $2.08M | 1.25% | +172+4.3% | Added |
| Liberty Capital Management, Inc. | 4,153 | $2.08M | 0.36% | +4,153 | New |
| Everpar Advisors LLC | 4,151 | $2.08M | 0.59% | +322+8.4% | Added |
| Comprehensive Financial Planning, Inc. | 4,149 | $2.08M | 1.11% | −50−1.2% | Reduced |
| Betterment LLC | 4,149 | $2.08M | 0.00% | +541+15.0% | Added |
| Affiance Financial, LLC | 4,141 | $2.07M | 0.30% | −215−4.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,139 | $2.07M | 0.60% | +50+1.2% | Added |
| Park Capital Management, LLC | 4,135 | $2.07M | 1.22% | −270−6.1% | Reduced |
| Brown Financial Advisory | 4,135 | $2.07M | 0.86% | −146−3.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 4,133 | $2.07M | 0.90% | +85+2.1% | Added |
| Wealth Preservation Advisors, LLC | 4,131 | $2.07M | 1.18% | +3,908+1,752.5% | Added |
| Coquina Private Wealth LLC | 4,129 | $2.07M | 1.40% | −122−2.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 4,123 | $2.07M | 1.10% | +90+2.2% | Added |
| Mayport, LLC | 4,118 | $2.06M | 0.32% | +645+18.6% | Added |
| McNaughton Wealth Management, LLC | 4,112 | $2.06M | 0.73% | +397+10.7% | Added |
| bLong Financial, LLC | 4,107 | $2.06M | 1.34% | −190−4.4% | Reduced |
| Bangor Savings Bank | 4,106 | $2.05M | 0.15% | +309+8.1% | Added |
| JMG Financial Group, Ltd. | 4,101 | $2.05M | 0.05% | −50−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,089 | $2.05M | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,088 | $2.05M | 0.34% | −215−5.0% | Reduced |
| Foster & Motley Inc | 4,087 | $2.04M | 0.09% | +2,227+119.7% | Added |
| Laurel Oak Wealth Management, LLC | 4,071 | $2.04M | 0.30% | −290−6.6% | Reduced |
| Rubicon Advisors, GP | 4,069 | $2.04M | 1.48% | −118−2.8% | Reduced |
| Prosperity Planning, Inc. | 4,067 | $2.03M | 0.47% | +11+0.3% | Added |
| Emprise Bank | 4,058 | $2.03M | 0.75% | −333−7.6% | Reduced |
| Potentia Wealth | 4,054 | $2.03M | 0.83% | −14,167−77.8% | Reduced |
| Canopy Partners, LLC | 4,053 | $2.03M | 0.61% | +9+0.2% | Added |
| Legacy Trust | 4,052 | $2.03M | 0.36% | −589−12.7% | Reduced |
| Element Wealth, LLC | 4,052 | $2.03M | 0.76% | +47+1.2% | Added |
| Perryman Financial Advisory Inc | 4,051 | $2.03M | 0.27% | +957+30.9% | Added |
| ZEGA Investments, LLC | 4,049 | $2.03M | 0.34% | +187+4.8% | Added |
| Tandem Capital Management Corp | 4,040 | $2.02M | 0.85% | +34+0.8% | Added |
| Stonebridge Capital Advisors LLC | 4,039 | $2.02M | 0.13% | −676−14.3% | Reduced |
| Fulcrum Equity Management | 4,038 | $2.02M | 1.63% | +8+0.2% | Added |
| Matters Capital LLC | 4,033 | $2.02M | 1.41% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,031 | $2.02M | 0.26% | −485−10.7% | Reduced |
| Manchester Financial Inc | 4,029 | $2.02M | 0.36% | +58+1.5% | Added |
| Resources Management Corp | 4,027 | $2.02M | 0.25% | +23+0.6% | Added |
| Perkins Coie Trust Co | 4,026 | $2.01M | 0.33% | +3,454+603.8% | Added |
| Adelphi Trust Co | 4,025 | $2.01M | 1.34% | +934+30.2% | Added |
| Portland Global Advisors LLC | 4,021 | $2.01M | 0.19% | −64−1.6% | Reduced |
| Independence Asset Advisors, LLC | 4,015 | $2.01M | 0.52% | +4,015 | New |
| Golden Reserve Retirement LLC | 4,012 | $2.01M | 0.32% | +2,144+114.8% | Added |
| Schwartz Investment Counsel Inc | 4,010 | $2.01M | 0.07% | +600+17.6% | Added |
| Palisade Asset Management, LLC | 3,996 | $2.00M | 0.18% | +60+1.5% | Added |
| Monetary Management Group Inc | 3,988 | $2.00M | 0.41% | −350−8.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,987 | $2.00M | 0.12% | −216−5.1% | Reduced |
| Laurel Wealth Planning LLC | 3,987 | $2.00M | 0.88% | −100−2.4% | Reduced |
| Verity & Verity, LLC | 3,987 | $2.00M | 0.14% | −23−0.6% | Reduced |
| Curated Wealth Partners LLC | 3,985 | $1.99M | 0.23% | −1,399−26.0% | Reduced |
| Capitol Family Office, Inc. | 3,984 | $1.99M | 2.11% | −341−7.9% | Reduced |
| Jessup Wealth Management, Inc | 3,980 | $1.99M | 0.59% | +1,000+33.6% | Added |
| BTC Capital Management, Inc. | 3,979 | $1.99M | 0.12% | +40+1.0% | Added |
| Silverlake Wealth Management LLC | 3,971 | $1.99M | 0.38% | −21−0.5% | Reduced |
| Terra Nova Asset Management LLC | 3,967 | $1.99M | 1.22% | −157−3.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,965 | $1.98M | 0.02% | −20−0.5% | Reduced |
| TCFG Investment Advisors, LLC | 3,950 | $1.98M | 0.67% | −5−0.1% | Reduced |
| Paragon Capital Management LLC | 3,946 | $1.97M | 0.91% | +105+2.7% | Added |
| Fortis Capital Advisors, LLC | 3,945 | $1.97M | 0.22% | +339+9.4% | Added |
| Eclectic Associates Inc | 3,942 | $1.97M | 0.22% | −341−8.0% | Reduced |
| Bearing Point Capital, LLC | 3,942 | $1.97M | 0.27% | −25−0.6% | Reduced |
| Hickory Point Bank & Trust | 3,936 | $1.97M | 1.19% | +125+3.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,934 | $1.97M | 0.45% | +500+14.6% | Added |
| BCJ Capital Management, LLC | 3,932 | $1.97M | 0.10% | +93+2.4% | Added |
| Hillsdale Investment Management Inc. | 3,922 | $1.96M | 0.04% | −1,090−21.7% | Reduced |
| Sage Capital Management, LLC | 3,921 | $1.96M | 0.77% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,919 | $1.96M | 0.50% | −150−3.7% | Reduced |
| MEMBERS Trust Co | 3,916 | $1.96M | 0.06% | −145−3.6% | Reduced |
| Bank of Nova Scotia Trust Co | 3,909 | $1.96M | 0.16% | +117+3.1% | Added |
| Tranquilli Financial Advisor LLC | 3,908 | $1.96M | 1.05% | +16+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,906 | $1.95M | 0.19% | +301+8.3% | Added |
| Colton Groome Financial Advisors, LLC | 3,905 | $1.95M | 0.47% | +1,874+92.3% | Added |
| D.B. Root & Company, LLC | 3,904 | $1.95M | 0.41% | +74+1.9% | Added |
| J. M. Brown & Associates Inc. | 3,901 | $1.95M | 1.12% | +3,901 | New |
| Brucke Financial, Inc. | 3,888 | $1.95M | 0.86% | +36+0.9% | Added |
| LongView Wealth Management | 3,883 | $1.94M | 0.50% | −1,482−27.6% | Reduced |
| Blue Chip Partners, Inc. | 3,880 | $1.94M | 0.12% | +82+2.2% | Added |
| Cambridge Financial Group, LLC | 3,879 | $1.94M | 0.61% | −1,482−27.6% | Reduced |
| Elevation Wealth Management LLC | 3,879 | $1.94M | 1.45% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,869 | $1.94M | 0.10% | +5+0.1% | Added |
| Cedrus Wealth Group LLC | 3,866 | $1.93M | 1.69% | +1,037+36.7% | Added |
| Tableaux LLC | 3,851 | $1.93M | 0.81% | −45−1.2% | Reduced |
| Verum Partners LLC | 3,850 | $1.93M | 0.29% | +506+15.1% | Added |
| Altus Wealth Group LLC | 3,848 | $1.93M | 0.70% | −152−3.8% | Reduced |
| S.E.E.D. Planning Group LLC | 3,844 | $1.92M | 0.51% | 00.0% | Unchanged |
| Viawealth, LLC | 3,840 | $1.92M | 0.97% | −10.0% | Reduced |
| Alaethes Wealth LLC | 3,839 | $1.92M | 0.56% | −78−2.0% | Reduced |