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 |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 2,637 | $1.32M | 0.71% | +155+6.2% | Added |
| Blue Edge Capital, LLC | 2,635 | $1.32M | 0.16% | +459+21.1% | Added |
| HBE Wealth Management, LLC | 2,634 | $1.32M | 0.95% | +38+1.5% | Added |
| Triune Financial Partners, LLC | 2,633 | $1.32M | 0.28% | −126−4.6% | Reduced |
| Wall Street Financial Group, Inc. | 2,629 | $1.32M | 0.70% | +788+42.8% | Added |
| Sendero Wealth Management, LLC | 2,627 | $1.31M | 0.13% | +590+29.0% | Added |
| Inspire Advisors, LLC | 2,627 | $1.31M | 0.09% | +20+0.8% | Added |
| Maseco LLP | 2,625 | $1.31M | 0.04% | +182+7.4% | Added |
| SVRN Asset Management, LLC | 2,623 | $1.31M | 0.67% | −150−5.4% | Reduced |
| Investment Research Partners LLC | 2,622 | $1.31M | 0.44% | +442+20.3% | Added |
| Elevated Private Wealth, LLC | 2,620 | $1.31M | 1.25% | +2,620 | New |
| Hoertkorn Richard Charles | 2,620 | $1.31M | 0.88% | −180−6.4% | Reduced |
| Terril Brothers, Inc. | 2,613 | $1.31M | 0.34% | 00.0% | Unchanged |
| Spectrum Strategic Capital Management, LLC | 2,611 | $1.31M | 0.65% | +245+10.4% | Added |
| Cache Advisors, LLC | 2,606 | $1.30M | 0.11% | +1,210+86.7% | Added |
| SPWM Advisors LLC | 2,656 | $1.30M | 1.20% | −756−22.2% | Reduced |
| Noesis Capital Mangement Corp | 2,600 | $1.30M | 0.16% | −375−12.6% | Reduced |
| Ackerman Capital Advisors, LLC | 2,597 | $1.30M | 0.26% | −21−0.8% | Reduced |
| Axiom Investment Management LLC | 2,597 | $1.30M | 0.87% | −16−0.6% | Reduced |
| Cookson Peirce & Co Inc | 2,596 | $1.30M | 0.04% | +70+2.8% | Added |
| WESPAC Advisors SoCal, LLC | 2,595 | $1.30M | 0.23% | +86+3.4% | Added |
| Catalyst Private Wealth, LLC | 2,594 | $1.30M | 0.63% | +34+1.3% | Added |
| Greykasell Wealth Strategies, Inc. | 2,593 | $1.30M | 0.47% | −750−22.4% | Reduced |
| Fortitude Family Office, LLC | 2,591 | $1.30M | 0.25% | +29+1.1% | Added |
| Pinnacle West Asset Management, Inc. | 2,589 | $1.30M | 0.90% | −26−1.0% | Reduced |
| Corundum Group, Inc. | 2,589 | $1.30M | 0.38% | +37+1.4% | Added |
| Financial Harvest, LLC | 2,587 | $1.29M | 0.54% | −5−0.2% | Reduced |
| Centerpoint Advisors, LLC | 2,586 | $1.29M | 0.37% | −250−8.8% | Reduced |
| Eagle Strategies LLC | 2,585 | $1.29M | 0.13% | +617+31.4% | Added |
| Cohen Capital Management, Inc. | 2,579 | $1.29M | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 2,578 | $1.29M | 0.56% | −292−10.2% | Reduced |
| Midway Capital Research & Management | 2,574 | $1.29M | 1.02% | −25−1.0% | Reduced |
| Provenance Wealth Advisors, LLC | 2,573 | $1.29M | 0.12% | +39+1.5% | Added |
| Talon Private Wealth, LLC | 2,571 | $1.29M | 0.15% | +406+18.8% | Added |
| Owl Creek Wealth Partners LLC | 2,568 | $1.29M | 0.38% | −38−1.5% | Reduced |
| TPG Advisors LLC | 2,568 | $1.29M | 0.71% | +279+12.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,625 | $1.28M | 0.41% | 00.0% | Unchanged |
| First Financial Group Corp | 2,567 | $1.28M | 0.93% | +3+0.1% | Added |
| Amplius Wealth Advisors, LLC | 2,566 | $1.28M | 0.09% | +145+6.0% | Added |
| FORM Wealth Advisors, LLC | 2,562 | $1.28M | 0.14% | −77−2.9% | Reduced |
| Horizon Wealth Management, LLC | 2,558 | $1.28M | 0.16% | −12−0.5% | Reduced |
| Topsail Wealth Management, LLC | 2,558 | $1.28M | 0.16% | −42−1.6% | Reduced |
| Alamar Capital Management, LLC | 2,555 | $1.28M | 0.65% | +66+2.7% | Added |
| Diversified Portfolios, Inc. | 2,551 | $1.28M | 0.09% | +73+2.9% | Added |
| Beacon Capital Management, LLC | 2,551 | $1.28M | 0.19% | −428−14.4% | Reduced |
| OneAscent Family Office, LLC | 2,547 | $1.27M | 0.64% | +449+21.4% | Added |
| Investmark Advisory Group LLC | 2,546 | $1.27M | 0.48% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 2,542 | $1.27M | 0.50% | +95+3.9% | Added |
| Orrstown Financial Services Inc | 2,535 | $1.27M | 0.19% | −61−2.3% | Reduced |
| Wayfinding Financial, LLC | 2,534 | $1.27M | 0.48% | +23+0.9% | Added |
| AGH Wealth Advisors, LLC | 2,532 | $1.27M | 0.80% | +21+0.8% | Added |
| King Wealth | 2,526 | $1.26M | 0.14% | +22+0.9% | Added |
| Clark Wealth Partners | 2,524 | $1.26M | 0.71% | +70+2.9% | Added |
| Impact Partnership Wealth, LLC | 2,521 | $1.26M | 0.12% | −35−1.4% | Reduced |
| Banque de Luxembourg S.A. | 2,517 | $1.26M | 0.59% | 00.0% | Unchanged |
| Lavelle Capital LP | 2,514 | $1.26M | 0.64% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 2,514 | $1.26M | 0.94% | +1,681+201.8% | Added |
| Z3 Capital Partners, LLC | 2,511 | $1.26M | 0.26% | −25−1.0% | Reduced |
| EdgeRock Capital LLC | 2,507 | $1.25M | 0.29% | +83+3.4% | Added |
| Reliant Investment Partners, LLC | 2,504 | $1.25M | 0.85% | −30−1.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,503 | $1.25M | 0.54% | −5−0.2% | Reduced |
| Commonwealth Financial Services, LLC | 2,503 | $1.25M | 0.17% | +220+9.6% | Added |
| Syntegra Private Wealth Group, LLC | 2,501 | $1.25M | 0.10% | +138+5.8% | Added |
| Winmill & Co. Inc | 2,500 | $1.25M | 0.28% | 00.0% | Unchanged |
| G&S Capital LLC | 2,499 | $1.25M | 0.36% | −96−3.7% | Reduced |
| Kensington Investment Counsel, LLC | 2,498 | $1.25M | 0.54% | +97+4.0% | Added |
| Parkwoods Wealth Partners, LLC | 2,494 | $1.25M | 0.20% | +932+59.7% | Added |
| Red Spruce Capital, LLC | 2,490 | $1.25M | 0.43% | +900+56.6% | Added |
| Sheets Smith Wealth Management | 2,489 | $1.25M | 0.12% | +197+8.6% | Added |
| Spectrum Investment Advisors, Inc. | 2,489 | $1.25M | 0.51% | +683+37.8% | Added |
| LeConte Wealth Management, LLC | 2,486 | $1.24M | 0.68% | +183+7.9% | Added |
| PeakShares LLC | 2,485 | $1.24M | 0.93% | +180+7.8% | Added |
| Consilio Wealth Advisors, LLC | 2,483 | $1.24M | 0.30% | −140−5.3% | Reduced |
| Ariadne Wealth Management, LP | 2,482 | $1.24M | 0.55% | +325+15.1% | Added |
| Meramec Financial Planners, LLC | 2,494 | $1.24M | 0.45% | +746+42.7% | Added |
| Omnia Family Wealth, LLC | 2,478 | $1.24M | 0.33% | +101+4.2% | Added |
| Collaborative Fund Advisors, LLC | 2,477 | $1.24M | 0.72% | +1,383+126.4% | Added |
| Sequent Asset Management, LLC | 2,476 | $1.24M | 0.52% | −360−12.7% | Reduced |
| ATLas Financial Planning LLC | 2,467 | $1.23M | 1.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,466 | $1.23M | 0.18% | −141−5.4% | Reduced |
| Raiffeisen Bank International AG | 2,479 | $1.23M | 0.01% | −6,132−71.2% | Reduced |
| Elm Partners Management LLC | 2,462 | $1.23M | 0.04% | −120−4.6% | Reduced |
| Visionary Horizons, LLC | 2,458 | $1.23M | 0.51% | −9−0.4% | Reduced |
| Capital Planning LLC | 2,458 | $1.23M | 0.36% | +509+26.1% | Added |
| Denver Wealth Management, Inc. | 2,454 | $1.23M | 0.35% | −563−18.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 2,453 | $1.23M | 0.64% | −66−2.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,453 | $1.23M | 0.35% | +243+11.0% | Added |
| Rice Hall James & Associates, LLC | 2,450 | $1.23M | 0.06% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 2,447 | $1.22M | 1.19% | −7−0.3% | Reduced |
| 626 Financial, LLC | 2,447 | $1.22M | 0.48% | 00.0% | Unchanged |
| Tidemark, LLC | 2,446 | $1.22M | 0.28% | +26+1.1% | Added |
| Storen Legacy Partners, LLC | 2,441 | $1.22M | 0.33% | +18+0.7% | Added |
| Lauterbach Financial Advisors, LLC | 2,440 | $1.22M | 0.53% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,439 | $1.22M | 0.30% | +148+6.5% | Added |
| Cape Ann Savings Bank | 2,438 | $1.22M | 0.57% | +42+1.8% | Added |
| First National Bank | 2,435 | $1.22M | 0.48% | −62−2.5% | Reduced |
| Wilkerson Advisory Group LLC | 2,433 | $1.22M | 0.37% | −304−11.1% | Reduced |
| Per Stirling Capital Management, LLC. | 2,428 | $1.22M | 0.12% | +38+1.6% | Added |
| Cascade Investment Group, Inc. | 2,426 | $1.21M | 0.68% | +84+3.6% | Added |
| Mainsail Asset Management, LLC | 2,453 | $1.20M | 0.47% | +758+44.7% | Added |