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 |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 3,838 | $1.92M | 0.41% | −7−0.2% | Reduced |
| Perissos Private Wealth Management, LLC | 3,838 | $1.92M | 1.30% | +50+1.3% | Added |
| First Financial Bank - Trust Division | 3,828 | $1.92M | 0.14% | −43−1.1% | Reduced |
| Fortress Private Ledger, LLC | 3,826 | $1.91M | 0.52% | −539−12.3% | Reduced |
| McBroom & Associates, LLC | 3,822 | $1.91M | 0.96% | −58−1.5% | Reduced |
| Wedgewood Investors Inc | 3,816 | $1.91M | 1.96% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 3,806 | $1.90M | 0.80% | +32+0.8% | Added |
| Bolthouse Investments, LLC | 3,801 | $1.90M | 1.54% | 00.0% | Unchanged |
| Vann Equity Management LLC | 3,791 | $1.90M | 1.15% | −143−3.6% | Reduced |
| Financial Network Wealth Management LLC | 3,791 | $1.90M | 0.54% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 3,785 | $1.89M | 0.60% | −166−4.2% | Reduced |
| TriaGen Wealth Management LLC | 3,784 | $1.89M | 0.48% | +286+8.2% | Added |
| Gold Investment Management Ltd. | 3,763 | $1.88M | 0.51% | −15−0.4% | Reduced |
| Symmetry Partners, LLC | 3,758 | $1.88M | 0.10% | +588+18.5% | Added |
| Skba Capital Management LLC | 3,755 | $1.88M | 0.31% | +877+30.5% | Added |
| DecisionMap Wealth Management, LLC | 3,754 | $1.88M | 1.05% | −46−1.2% | Reduced |
| BayBridge Capital Group, LLC | 3,752 | $1.88M | 0.98% | +575+18.1% | Added |
| Alpha Family Trust | 3,750 | $1.88M | 0.75% | 00.0% | Unchanged |
| CKW Financial Group | 3,754 | $1.88M | 0.18% | −210−5.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,747 | $1.87M | 0.24% | +226+6.4% | Added |
| Grant Street Asset Management, Inc. | 3,743 | $1.87M | 0.31% | −30−0.8% | Reduced |
| Camden National Bank | 3,743 | $1.87M | 0.24% | −20−0.5% | Reduced |
| Fortis Capital Management LLC | 3,729 | $1.87M | 0.21% | −182−4.7% | Reduced |
| Magnolia Private Wealth, LLC | 3,729 | $1.87M | 1.02% | +201+5.7% | Added |
| Index Fund Advisors, Inc. | 3,728 | $1.87M | 0.07% | +1,411+60.9% | Added |
| Roble, Belko & Company, Inc | 3,723 | $1.86M | 0.20% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 3,711 | $1.86M | 0.15% | +320+9.4% | Added |
| Cypress Financial Planning LLC | 3,696 | $1.85M | 0.45% | −88−2.3% | Reduced |
| Helium Advisors LLC | 3,695 | $1.85M | 1.54% | +10+0.3% | Added |
| Arbor Wealth Advisors LLC | 3,692 | $1.85M | 1.13% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 3,689 | $1.85M | 1.13% | −53−1.4% | Reduced |
| Strategic Investment Advisors | 3,684 | $1.84M | 0.11% | −790−17.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 3,680 | $1.84M | 0.35% | −143−3.7% | Reduced |
| Lagoda Investment Management, L.P. | 3,670 | $1.84M | 1.01% | 00.0% | Unchanged |
| Kidder Stephen W | 3,666 | $1.83M | 0.46% | 00.0% | Unchanged |
| First Community Trust NA | 3,661 | $1.83M | 0.83% | +171+4.9% | Added |
| Pacific Sage Partners, LLC | 3,645 | $1.82M | 0.26% | +161+4.6% | Added |
| Base Wealth Management LLC | 3,641 | $1.82M | 0.85% | +23+0.6% | Added |
| Colorado Capital Management, Inc. | 3,639 | $1.82M | 0.62% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,637 | $1.82M | 0.80% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 3,636 | $1.82M | 0.23% | +100+2.8% | Added |
| Alta Wealth Advisors LLC | 3,634 | $1.82M | 0.49% | −16−0.4% | Reduced |
| MV Capital Management, Inc. | 3,631 | $1.82M | 0.16% | +18+0.5% | Added |
| Measured Risk Portfolios, Inc. | 3,630 | $1.82M | 1.62% | −16−0.4% | Reduced |
| Hoey Investments, Inc | 3,623 | $1.81M | 0.24% | −4,303−54.3% | Reduced |
| S.A. Mason LLC | 3,618 | $1.81M | 0.56% | +211+6.2% | Added |
| Charles Schwab Trust Co | 3,616 | $1.81M | 0.10% | −325−8.2% | Reduced |
| KDT Advisors, LLC | 3,613 | $1.81M | 2.50% | +378+11.7% | Added |
| CDM Financial Counseling Services, Inc. | 3,605 | $1.80M | 1.55% | +338+10.3% | Added |
| Proffitt & Goodson Inc | 3,599 | $1.80M | 0.25% | +38+1.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,599 | $1.80M | 0.56% | −81−2.2% | Reduced |
| Boreal Capital Management LLC | 3,597 | $1.80M | 1.34% | +200+5.9% | Added |
| Cassia Capital Partners, LLC | 3,595 | $1.80M | 0.87% | +115+3.3% | Added |
| Prestige Wealth Management Group LLC | 3,585 | $1.79M | 0.33% | −535−13.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,579 | $1.79M | 0.35% | −18−0.5% | Reduced |
| Clayton Financial Group LLC | 3,574 | $1.79M | 0.99% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 3,571 | $1.79M | 0.65% | −223−5.9% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,564 | $1.78M | 0.48% | −40−1.1% | Reduced |
| GW Henssler & Associates Ltd | 3,564 | $1.78M | 0.08% | −221−5.8% | Reduced |
| Two West Capital Advisors LLC | 3,628 | $1.78M | 0.89% | −26−0.7% | Reduced |
| Mirabaud & Cie SA | 3,560 | $1.78M | 0.71% | +55+1.6% | Added |
| Matisse Capital | 3,558 | $1.78M | 0.71% | +78+2.2% | Added |
| Godfrey Financial Associates, Inc. | 3,548 | $1.78M | 1.36% | +196+5.8% | Added |
| Patrick M Sweeney & Associates, Inc | 3,535 | $1.77M | 1.02% | +26+0.7% | Added |
| South Shore Capital Advisors | 3,522 | $1.76M | 1.18% | −1,227−25.8% | Reduced |
| Castle Rock Wealth Management, LLC | 3,524 | $1.76M | 0.35% | −15−0.4% | Reduced |
| Scissortail Wealth Management, LLC | 3,517 | $1.76M | 0.34% | −1,337−27.5% | Reduced |
| Mindset Wealth Management, LLC | 3,517 | $1.76M | 0.34% | −12−0.3% | Reduced |
| 49 Wealth Management, LLC | 3,515 | $1.76M | 0.34% | +977+38.5% | Added |
| Alongside, LLC | 3,515 | $1.76M | 0.34% | +3,515 | New |
| Signature Wealth Management Partners, LLC | 3,511 | $1.76M | 0.82% | +125+3.7% | Added |
| William John Sempolinski | 3,510 | $1.76M | 0.71% | +1,010+40.4% | Added |
| Horst & Graben Wealth Management LLC | 3,508 | $1.75M | 0.23% | −16−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 3,496 | $1.75M | 0.44% | −12−0.3% | Reduced |
| Elevatus Welath Management | 3,485 | $1.74M | 0.42% | +1,248+55.8% | Added |
| Montz Harcus Wealth Management LLC | 3,480 | $1.74M | 0.62% | +22+0.6% | Added |
| Kennebec Savings Bank | 3,479 | $1.74M | 1.40% | +813+30.5% | Added |
| Clear Creek Financial Management, LLC | 3,476 | $1.74M | 0.11% | −501−12.6% | Reduced |
| Landmark Wealth Management, Inc. | 3,476 | $1.74M | 0.58% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 3,474 | $1.74M | 0.37% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 3,473 | $1.74M | 0.63% | −15−0.4% | Reduced |
| Riversedge Advisors, LLC | 3,469 | $1.74M | 0.23% | +707+25.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,466 | $1.73M | 0.61% | +8+0.2% | Added |
| Paradigm Asset Management Co LLC | 3,464 | $1.73M | 0.37% | +900+35.1% | Added |
| Johnson Financial Group, LLC | 3,462 | $1.73M | 0.09% | +1,101+46.6% | Added |
| Oak Barrel Wealth Advisory LLC | 3,458 | $1.73M | 0.76% | +3,458 | New |
| Gill Capital Partners, LLC | 3,451 | $1.73M | 0.46% | −340−9.0% | Reduced |
| Kera Capital Partners, Inc. | 3,450 | $1.73M | 0.17% | +376+12.2% | Added |
| Integrity Advisory Solutions, LLC | 3,445 | $1.72M | 0.18% | +1,033+42.8% | Added |
| Valley Brook Capital Group | 3,443 | $1.72M | 0.98% | +20+0.6% | Added |
| Petra Financial Advisors Inc | 3,443 | $1.72M | 0.80% | +191+5.9% | Added |
| United Advisor Group, LLC | 3,442 | $1.72M | 0.18% | +157+4.8% | Added |
| Antonelli Financial Advisors, LLC | 3,441 | $1.72M | 1.18% | −47−1.3% | Reduced |
| Red Wave Investments LLC | 3,438 | $1.72M | 0.44% | −80−2.3% | Reduced |
| Trueblood Wealth Management, LLC | 3,434 | $1.72M | 0.60% | −88−2.5% | Reduced |
| Dodds Wealth, LLC | 3,431 | $1.72M | 0.39% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 3,352 | $1.71M | 0.35% | −130−3.7% | Reduced |
| Planning Alternatives Ltd | 3,417 | $1.71M | 0.18% | +465+15.8% | Added |
| Consolidated Planning Corp | 3,414 | $1.71M | 0.23% | −129−3.6% | Reduced |
| Wealthedge Investment Advisors, LLC | 3,404 | $1.70M | 0.58% | −815−19.3% | Reduced |