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 |
|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 3,404 | $1.70M | 0.27% | −6−0.2% | Reduced |
| Shrier Wealth Management, LLC | 3,403 | $1.70M | 0.57% | +87+2.6% | Added |
| Umpqua Bank | 3,401 | $1.70M | 0.38% | +166+5.1% | Added |
| Ellenbecker Investment Group | 3,392 | $1.70M | 0.20% | +266+8.5% | Added |
| Clune & Associates, Ltd. | 3,389 | $1.70M | 0.26% | −12−0.4% | Reduced |
| St. Johns Investment Management Company, LLC | 3,389 | $1.70M | 0.64% | +198+6.2% | Added |
| White Lighthouse Investment Management Inc. | 3,387 | $1.69M | 0.21% | −895−20.9% | Reduced |
| Advisors Management Group Inc | 3,387 | $1.69M | 0.28% | +19+0.6% | Added |
| Equity Wealth Partners, LLC | 3,384 | $1.69M | 0.61% | +190+5.9% | Added |
| Fermata Advisors, LLC | 3,382 | $1.69M | 0.34% | +189+5.9% | Added |
| Red Lighthouse Investment Management, LLC | 3,382 | $1.69M | 0.50% | +19+0.6% | Added |
| Wealth Advisory Solutions, LLC | 3,375 | $1.69M | 0.35% | −289−7.9% | Reduced |
| Birchbrook, Inc. | 3,369 | $1.69M | 0.79% | −318−8.6% | Reduced |
| Entrust Financial LLC | 3,366 | $1.68M | 1.09% | +11+0.3% | Added |
| Jacobsen Capital Management | 3,363 | $1.68M | 0.49% | −36−1.1% | Reduced |
| Lakeridge Wealth Management LLC | 3,359 | $1.68M | 0.62% | +53+1.6% | Added |
| Access Financial Services, Inc. | 3,356 | $1.68M | 0.55% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,351 | $1.68M | 0.08% | −126−3.6% | Reduced |
| Narus Financial Partners, LLC | 3,348 | $1.68M | 0.43% | −394−10.5% | Reduced |
| Blalock Williams, LLC | 3,346 | $1.67M | 1.09% | +216+6.9% | Added |
| Chesley Taft & Associates LLC | 3,335 | $1.67M | 0.06% | −309−8.5% | Reduced |
| DSG Capital Advisors, LLC | 3,398 | $1.67M | 0.24% | −3,357−49.7% | Reduced |
| FFT Wealth Management LLC | 3,332 | $1.67M | 0.26% | −200−5.7% | Reduced |
| River Wealth Advisors LLC | 3,328 | $1.67M | 0.17% | −19−0.6% | Reduced |
| Mattern Capital Management, LLC | 3,325 | $1.66M | 0.19% | +333+11.1% | Added |
| Shepherd Financial Partners LLC | 3,324 | $1.66M | 0.14% | −236−6.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,312 | $1.66M | 0.42% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,308 | $1.66M | 0.64% | −3−0.1% | Reduced |
| Phillip James Consulting Co. | 3,306 | $1.65M | 1.30% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,304 | $1.65M | 0.33% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 3,304 | $1.65M | 0.83% | −5−0.2% | Reduced |
| Dempze Nancy E | 3,301 | $1.65M | 0.79% | 00.0% | Unchanged |
| SL Advisors, LLC | 3,298 | $1.65M | 2.89% | −290−8.1% | Reduced |
| Hall Laurie J Trustee | 3,295 | $1.65M | 0.51% | −50−1.5% | Reduced |
| Penbrook Management LLC | 3,290 | $1.65M | 1.05% | −10−0.3% | Reduced |
| M1 Capital Management LLC | 3,287 | $1.64M | 0.61% | 00.0% | Unchanged |
| Ceera Investments, LLC | 3,285 | $1.64M | 0.70% | −16−0.5% | Reduced |
| Helen Stephens Group, LLC | 3,278 | $1.64M | 0.28% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 3,274 | $1.64M | 1.28% | +328+11.1% | Added |
| Sollinda Capital Management LLC | 3,264 | $1.63M | 0.35% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 3,258 | $1.63M | 0.22% | −97−2.9% | Reduced |
| Capital Group Private Client Services, Inc. | 3,255 | $1.63M | 0.02% | +3,255 | New |
| F/M Investments LLC | 3,250 | $1.63M | 0.08% | −41−1.2% | Reduced |
| Channing Global Advisors, LLC | 3,245 | $1.62M | 0.84% | −1,809−35.8% | Reduced |
| Northern Lights Advisors, Inc. | 3,245 | $1.62M | 0.88% | +1,404+76.3% | Added |
| Francis Financial, Inc. | 3,244 | $1.62M | 0.27% | +384+13.4% | Added |
| Elevated Financial Group LLC | 3,244 | $1.62M | 0.46% | +266+8.9% | Added |
| AllGen Financial Advisors, Inc. | 3,240 | $1.62M | 0.35% | −272−7.7% | Reduced |
| Fairway Wealth LLC | 3,240 | $1.62M | 0.37% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3,237 | $1.62M | 0.37% | +3,081+1,975.0% | Added |
| Burton Enright Welch | 3,235 | $1.62M | 0.19% | +42+1.3% | Added |
| BlackDiamond Wealth Management Inc. | 3,057 | $1.62M | 0.65% | +70+2.3% | Added |
| Cascades Capital Asset Management, LLC | 3,234 | $1.62M | 0.60% | −85−2.6% | Reduced |
| Cooper Capital Advisors LLC | 3,230 | $1.62M | 0.70% | −17−0.5% | Reduced |
| Oliver Luxxe Assets LLC | 3,225 | $1.61M | 0.24% | −90−2.7% | Reduced |
| Kingsman Wealth Management, Inc. | 3,224 | $1.61M | 0.76% | −1,374−29.9% | Reduced |
| Ironsides Asset Advisors, LLC | 3,220 | $1.61M | 0.38% | −100−3.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,218 | $1.61M | 0.23% | −16−0.5% | Reduced |
| Legend Financial Advisors, Inc. | 3,217 | $1.61M | 0.91% | +58+1.8% | Added |
| TMB Capital Partners, LLC | 3,216 | $1.61M | 0.50% | +763+31.1% | Added |
| Heritage Family Offices, LLP | 3,213 | $1.61M | 0.62% | +701+27.9% | Added |
| Pacific Excel Wealth Advisors, Inc. | 3,213 | $1.61M | 0.62% | +3,213 | New |
| Cedar Point Capital Partners, LLC | 3,208 | $1.61M | 0.92% | +367+12.9% | Added |
| KFG Wealth Management, LLC | 3,208 | $1.61M | 0.18% | −6−0.2% | Reduced |
| Virtue Asset Management LLC | 3,207 | $1.60M | 1.13% | +139+4.5% | Added |
| Flynn Zito Capital Management, LLC | 3,207 | $1.60M | 0.44% | +376+13.3% | Added |
| Oakwell Private Wealth Management, LLC | 3,206 | $1.60M | 0.27% | −10.0% | Reduced |
| Byrne Asset Management LLC | 3,205 | $1.60M | 0.87% | −276−7.9% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 3,202 | $1.60M | 0.34% | −150−4.5% | Reduced |
| South Plains Financial, Inc. | 3,197 | $1.60M | 0.86% | +415+14.9% | Added |
| Northstar Financial Companies, Inc. | 3,186 | $1.59M | 1.07% | +760+31.3% | Added |
| Plan A Wealth LLC | 3,185 | $1.59M | 0.68% | −1,442−31.2% | Reduced |
| Aries Wealth Management | 3,182 | $1.59M | 0.31% | −38−1.2% | Reduced |
| Ballew Advisors, Inc | 3,124 | $1.59M | 0.82% | −1,654−34.6% | Reduced |
| Brown Financial Advisors | 3,170 | $1.59M | 0.55% | −810−20.4% | Reduced |
| Atwater Malick LLC | 3,167 | $1.58M | 0.35% | +113+3.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,165 | $1.58M | 0.59% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 3,163 | $1.58M | 1.01% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 3,183 | $1.58M | 0.11% | −95−2.9% | Reduced |
| Guardian Capital LP | 3,155 | $1.58M | 0.04% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 3,150 | $1.58M | 0.74% | −180−5.4% | Reduced |
| Sjbenen Advisory, LLC | 3,137 | $1.57M | 0.93% | −100−3.1% | Reduced |
| Smith Thornton Advisors LLC | 3,168 | $1.57M | 0.69% | +61+2.0% | Added |
| Pasadena Private Wealth, LLC | 3,145 | $1.57M | 0.20% | −64−2.0% | Reduced |
| Requisite Capital Management, LLC | 3,143 | $1.57M | 0.26% | −58−1.8% | Reduced |
| ShoreHaven Wealth Partners, LLC | 3,140 | $1.57M | 0.49% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 3,139 | $1.57M | 0.56% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,139 | $1.57M | 0.09% | +8+0.3% | Added |
| Blue Capital, Inc. | 3,138 | $1.57M | 1.00% | −148−4.5% | Reduced |
| Arsenal Capital Advisors LLC | 3,137 | $1.57M | 0.93% | −93−2.9% | Reduced |
| Centurion Wealth Management LLC | 3,130 | $1.57M | 0.37% | −716−18.6% | Reduced |
| Greenfield Savings Bank | 3,129 | $1.57M | 0.59% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,126 | $1.56M | 1.01% | −470−13.1% | Reduced |
| Vima LLC | 3,126 | $1.56M | 1.52% | +3,126 | New |
| Wagner Wealth Management, LLC | 3,120 | $1.56M | 0.29% | +926+42.2% | Added |
| Warm Springs Advisors Inc. | 3,119 | $1.56M | 1.08% | 00.0% | Unchanged |
| RW Investment Management LLC | 3,114 | $1.56M | 0.14% | 00.0% | Unchanged |
| Tandem Investment Partners LLC | 3,110 | $1.56M | 1.20% | −35−1.1% | Reduced |
| LifeSteps Financial, Inc. | 3,106 | $1.55M | 0.72% | +31+1.0% | Added |
| Power Wealth Management LLC | 3,101 | $1.55M | 0.53% | −711−18.7% | Reduced |