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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 3,101 | $1.55M | 0.51% | +527+20.5% | Added |
| Paul Damon & Associates, Inc. | 3,100 | $1.55M | 0.60% | −32−1.0% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 3,100 | $1.55M | 0.72% | 00.0% | Unchanged |
| City National Bank of Florida | 3,099 | $1.55M | 0.65% | +907+41.4% | Added |
| Ullmann Financial Group, Inc. | 3,098 | $1.55M | 0.14% | +31+1.0% | Added |
| Cladis Investment Advisory, LLC | 3,098 | $1.55M | 0.72% | −50−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 3,092 | $1.55M | 0.14% | −2−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 3,088 | $1.55M | 0.20% | +486+18.7% | Added |
| Putney Financial Group LLC | 3,088 | $1.55M | 1.39% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,087 | $1.54M | 0.42% | −27−0.9% | Reduced |
| Durante & Waters, LLC | 3,080 | $1.54M | 1.01% | 00.0% | Unchanged |
| State of Wyoming | 3,067 | $1.53M | 0.16% | −189−5.8% | Reduced |
| Darden Wealth Group Inc | 3,064 | $1.53M | 0.61% | −90−2.9% | Reduced |
| Gilpin Wealth Management, LLC | 3,062 | $1.53M | 1.06% | −203−6.2% | Reduced |
| Continental Investors Services, Inc. | 2,953 | $1.53M | 1.20% | +49+1.7% | Added |
| CFO4Life Group, LLC | 3,061 | $1.53M | 0.21% | −815−21.0% | Reduced |
| Amarillo National Bank | 3,059 | $1.53M | 0.25% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,058 | $1.53M | 0.26% | +22+0.7% | Added |
| Advisory Research Inc | 3,058 | $1.53M | 0.15% | +27+0.9% | Added |
| Missouri Trust & Investment Co | 2,986 | $1.53M | 0.42% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 3,051 | $1.53M | 0.92% | +351+13.0% | Added |
| Gentry Private Wealth, LLC | 3,046 | $1.52M | 0.78% | +115+3.9% | Added |
| Sandro Wealth Management LLC | 3,041 | $1.52M | 1.10% | +139+4.8% | Added |
| Walkner Condon Financial Advisors LLC | 3,040 | $1.52M | 0.18% | +93+3.2% | Added |
| Capital Investment Counsel, Inc | 3,039 | $1.52M | 0.16% | −99−3.2% | Reduced |
| VSM Wealth Advisory, LLC | 3,037 | $1.52M | 0.40% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,036 | $1.52M | 0.18% | +3+0.1% | Added |
| Cravens & Co Advisors, LLC | 3,034 | $1.52M | 1.02% | +3,034 | New |
| Veratis Advisors, Inc. | 3,033 | $1.52M | 1.07% | +3,033 | New |
| XY Planning Network, Inc. | 3,030 | $1.52M | 0.19% | −141−4.4% | Reduced |
| Two Sigma Securities, LLC | 3,030 | $1.52M | 0.13% | +2,406+385.6% | Added |
| OceanIQ Capital, LLC | 2,930 | $1.51M | 0.93% | +2,930 | New |
| Maripau Wealth Management LLC | 3,025 | $1.51M | 0.54% | +481+18.9% | Added |
| TFB Advisors LLC | 3,023 | $1.51M | 0.67% | −140−4.4% | Reduced |
| Affinity Capital Advisors, LLC | 2,979 | $1.51M | 0.19% | +269+9.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,015 | $1.51M | 0.29% | +388+14.8% | Added |
| Financial Perspectives, Inc | 3,015 | $1.51M | 0.37% | +63+2.1% | Added |
| Milestone Asset Management, LLC | 3,008 | $1.51M | 0.24% | −10.0% | Reduced |
| Northland Securities, Inc. | 3,006 | $1.50M | 0.88% | −72−2.3% | Reduced |
| Beacon Financial Advisory LLC | 3,006 | $1.50M | 0.30% | −44−1.4% | Reduced |
| Partnership Wealth Management, LLC | 3,006 | $1.50M | 1.02% | +123+4.3% | Added |
| James Hambro & Partners | 3,004 | $1.50M | 0.05% | +1,155+62.5% | Added |
| Arkansas Financial Group, Inc. | 3,001 | $1.50M | 0.20% | −65−2.1% | Reduced |
| Hennessy Advisors Inc | 3,000 | $1.50M | 0.05% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 2,999 | $1.50M | 0.33% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,999 | $1.50M | 0.12% | +1,076+56.0% | Added |
| River Street Advisors LLC | 2,993 | $1.50M | 0.44% | +145+5.1% | Added |
| Spreng Capital Management, Inc. | 2,993 | $1.50M | 0.54% | +13+0.4% | Added |
| Nautilus Advisors LLC | 3,029 | $1.50M | 0.88% | −2,209−42.2% | Reduced |
| Cura Wealth Advisors, LLC | 2,987 | $1.49M | 0.64% | +71+2.4% | Added |
| 4WEALTH Advisors, Inc. | 3,011 | $1.49M | 1.15% | +151+5.3% | Added |
| JT Stratford LLC | 2,982 | $1.49M | 0.16% | −2,181−42.2% | Reduced |
| Fairvoy Private Wealth, LLC | 2,979 | $1.49M | 0.30% | +1,233+70.6% | Added |
| Bryant Woods Investment Advisors, LLC | 2,977 | $1.49M | 0.41% | +10+0.3% | Added |
| South Street Advisors LLC | 2,971 | $1.49M | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 2,964 | $1.48M | 0.37% | −65−2.1% | Reduced |
| Monument Capital Management | 2,960 | $1.48M | 0.30% | +1,904+180.3% | Added |
| Storgate, LLC | 2,960 | $1.48M | 0.31% | +2,960 | New |
| Capstone Financial Advisors, Inc. | 2,953 | $1.48M | 0.07% | +16+0.5% | Added |
| First County Bank | 2,950 | $1.48M | 0.69% | +557+23.3% | Added |
| Country Trust Bank | 2,949 | $1.48M | 0.03% | −297−9.1% | Reduced |
| Park Edge Advisors, LLC | 2,946 | $1.47M | 0.31% | −2,607−46.9% | Reduced |
| Stockman Wealth Management, Inc. | 2,946 | $1.47M | 0.15% | −733−19.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,945 | $1.47M | 0.17% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,940 | $1.47M | 0.37% | −281−8.7% | Reduced |
| BCS Wealth Management | 2,939 | $1.47M | 0.26% | −297−9.2% | Reduced |
| Principal Street Partners, LLC | 2,939 | $1.47M | 0.22% | +108+3.8% | Added |
| Safeguard Investment Advisory Group, LLC | 2,939 | $1.47M | 0.34% | +264+9.9% | Added |
| Marshall Financial Group LLC | 2,937 | $1.47M | 0.21% | −76−2.5% | Reduced |
| Phillips Financial Management, LLC | 2,928 | $1.47M | 0.11% | −417−12.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,924 | $1.46M | 0.36% | +35+1.2% | Added |
| Sageworth Trust Co of South Dakota | 2,923 | $1.46M | 0.90% | +973+49.9% | Added |
| Verity Asset Management, Inc. | 2,922 | $1.46M | 0.55% | −2,267−43.7% | Reduced |
| Entrewealth, LLC | 2,781 | $1.46M | 0.54% | +1,730+164.6% | Added |
| McLaughlin Asset Management, Inc. | 2,914 | $1.46M | 1.00% | −91−3.0% | Reduced |
| JGP Wealth Management, LLC | 2,912 | $1.46M | 0.13% | −11−0.4% | Reduced |
| Fairman Group, LLC | 2,911 | $1.46M | 1.14% | 00.0% | Unchanged |
| BNB Wealth Management, LLC | 2,907 | $1.45M | 0.80% | −300−9.4% | Reduced |
| Strid Group, LLC | 2,906 | $1.45M | 0.16% | +62+2.2% | Added |
| Sovereign Financial Group, Inc. | 2,905 | $1.45M | 0.22% | −40−1.4% | Reduced |
| Argent Advisors, Inc. | 2,904 | $1.45M | 0.36% | −80−2.7% | Reduced |
| Hamilton Capital Partners, LLC | 2,901 | $1.45M | 0.42% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,878 | $1.45M | 0.45% | −86−2.9% | Reduced |
| Hexagon Capital Partners LLC | 2,898 | $1.45M | 0.20% | +384+15.3% | Added |
| MN Wealth Advisors, LLC | 2,897 | $1.45M | 0.62% | +179+6.6% | Added |
| Thompson David Blair | 2,896 | $1.45M | 0.72% | −304−9.5% | Reduced |
| Farley Capital L.P. | 2,894 | $1.45M | 1.14% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2,889 | $1.45M | 1.02% | +21+0.7% | Added |
| Guardian Investment Management | 2,888 | $1.45M | 0.99% | 00.0% | Unchanged |
| Davis Capital Management | 2,887 | $1.44M | 0.86% | +151+5.5% | Added |
| Torray LLC | 2,884 | $1.44M | 0.19% | 00.0% | Unchanged |
| AXS Investments LLC | 2,880 | $1.44M | 0.41% | −691−19.4% | Reduced |
| ISAM Funds (UK) Ltd | 2,880 | $1.44M | 1.02% | +2,880 | New |
| Wedge Capital Management L L P | 2,875 | $1.44M | 0.02% | −10,406−78.4% | Reduced |
| Investment Planning Advisors, Inc. | 2,874 | $1.44M | 0.33% | +850+42.0% | Added |
| Legacy Wealth Partners, LLC | 2,874 | $1.44M | 0.33% | +452+18.7% | Added |
| REDW Wealth LLC | 2,873 | $1.44M | 0.52% | +23+0.8% | Added |
| Cyr Financial Inc. | 2,872 | $1.44M | 0.75% | +209+7.8% | Added |
| Falcon Wealth Planning | 2,870 | $1.44M | 0.09% | −1,319−31.5% | Reduced |
| Compass Advisory Group LLC | 2,867 | $1.43M | 0.34% | +38+1.3% | Added |