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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 2,162 | $1.08M | 0.36% | +1,182+120.6% | Added |
| BOS Asset Management, LLC | 2,158 | $1.08M | 0.25% | −161−6.9% | Reduced |
| Tortuga Wealth Management, Inc | 2,154 | $1.08M | 0.82% | +594+38.1% | Added |
| Woodward Financial Advisors, Inc. | 2,151 | $1.08M | 0.36% | −558−20.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,151 | $1.08M | 0.29% | −131−5.7% | Reduced |
| Barrett & Company, Inc. | 2,151 | $1.08M | 0.30% | +1,035+92.7% | Added |
| StrongBox Wealth, LLC | 2,148 | $1.07M | 0.31% | −198−8.4% | Reduced |
| TrueWealth Advisors, LLC | 2,147 | $1.07M | 0.24% | +16+0.8% | Added |
| Roxbury Financial LLC | 2,147 | $1.07M | 0.85% | +1,251+139.6% | Added |
| NBH Bank | 2,147 | $1.07M | 0.45% | +2,147 | New |
| Optima Capital LLC | 2,147 | $1.07M | 0.42% | +222+11.5% | Added |
| Elevated Capital Advisors, LLC | 2,144 | $1.07M | 0.30% | −790−26.9% | Reduced |
| Directional Asset Management | 2,144 | $1.07M | 1.02% | +466+27.8% | Added |
| Oxbow Advisors, LLC | 2,142 | $1.07M | 0.09% | +36+1.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,140 | $1.07M | 0.16% | +622+41.0% | Added |
| Gainplan LLC | 2,139 | $1.07M | 0.42% | −4−0.2% | Reduced |
| Capital Square, LLC | 2,164 | $1.07M | 0.47% | +12+0.6% | Added |
| Convergence Investment Partners, LLC | 2,135 | $1.07M | 0.10% | −365−14.6% | Reduced |
| Lynch Investment Planning, LLC | 2,135 | $1.07M | 0.82% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 2,133 | $1.07M | 0.24% | −9−0.4% | Reduced |
| Veracity Capital LLC | 2,126 | $1.06M | 0.29% | +9+0.4% | Added |
| Boyd Watterson Asset Management LLC | 2,125 | $1.06M | 0.29% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,123 | $1.06M | 0.46% | +35+1.7% | Added |
| Uniting Wealth Partners, LLC | 2,122 | $1.06M | 0.22% | −164−7.2% | Reduced |
| Verus Financial Partners, Inc. | 2,120 | $1.06M | 0.09% | 00.0% | Unchanged |
| J.E. Simmons & Co., P.C. | 2,119 | $1.06M | 0.60% | −4−0.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,119 | $1.06M | 0.14% | +147+7.5% | Added |
| Vilga Financial Planning LLC | 2,111 | $1.06M | 0.80% | −134−6.0% | Reduced |
| Tempus Wealth Planning, LLC | 2,109 | $1.06M | 0.21% | +30+1.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,108 | $1.05M | 0.18% | +1,244+144.0% | Added |
| Watershed Private Wealth LLC | 2,106 | $1.05M | 0.30% | −472−18.3% | Reduced |
| Boltwood Capital Management | 2,106 | $1.05M | 0.24% | +30+1.4% | Added |
| Shoker Investment Counsel, Inc. | 2,105 | $1.05M | 0.26% | +125+6.3% | Added |
| Signet Private Wealth LLC | 2,100 | $1.05M | 0.84% | +10+0.5% | Added |
| Avantra Family Wealth, Inc. | 2,099 | $1.05M | 0.67% | −479−18.6% | Reduced |
| Wiser Advisor Group LLC | 2,098 | $1.05M | 1.15% | +702+50.3% | Added |
| Elk River Wealth Management, LLC | 2,098 | $1.05M | 0.17% | 00.0% | Unchanged |
| Wealth Intelligence, LLC | 2,098 | $1.05M | 0.49% | +57+2.8% | Added |
| Hemenway Trust Co LLC | 2,096 | $1.05M | 0.07% | −861−29.1% | Reduced |
| First United Bank Trust | 2,094 | $1.05M | 0.30% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 2,094 | $1.05M | 0.65% | +9+0.4% | Added |
| Probity Advisors, Inc. | 2,093 | $1.05M | 0.15% | −46−2.2% | Reduced |
| Centiva Capital, LP | 2,090 | $1.05M | 0.04% | +2,090 | New |
| Contravisory Investment Management, Inc. | 2,087 | $1.04M | 0.18% | −132−5.9% | Reduced |
| Five Oceans Advisors | 2,082 | $1.04M | 0.33% | +12+0.6% | Added |
| Orleans Capital Management Corp | 2,080 | $1.04M | 0.54% | 00.0% | Unchanged |
| 111 Capital | 2,079 | $1.04M | 0.18% | −773−27.1% | Reduced |
| Aristotle Capital Management, LLC | 2,075 | $1.04M | 0.00% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 2,075 | $1.04M | 0.23% | +150+7.8% | Added |
| Rather & Kittrell, Inc. | 2,074 | $1.04M | 0.15% | −10.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,072 | $1.04M | 0.05% | +26+1.3% | Added |
| Rainier Family Wealth Inc | 2,071 | $1.04M | 0.59% | +14+0.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,064 | $1.03M | 0.10% | +929+81.9% | Added |
| WealthCare Asset Management, LLC | 2,064 | $1.03M | 0.43% | +1,510+272.6% | Added |
| KWB Wealth | 2,063 | $1.03M | 0.09% | −81−3.8% | Reduced |
| Maryland Capital Advisors Inc. | 2,062 | $1.03M | 0.33% | +2,062 | New |
| TLWM | 2,061 | $1.03M | 0.17% | −318−13.4% | Reduced |
| Somerville Kurt F | 2,060 | $1.03M | 0.25% | −210−9.3% | Reduced |
| Anderson Hoagland & Co | 2,058 | $1.03M | 0.08% | +70+3.5% | Added |
| Riverview Trust Co | 2,054 | $1.03M | 1.22% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 2,053 | $1.03M | 0.25% | +5+0.2% | Added |
| CMC Financial Group | 2,051 | $1.03M | 1.99% | +69+3.5% | Added |
| Stonehearth Capital Management, LLC | 2,050 | $1.03M | 0.35% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,045 | $1.02M | 0.13% | +2+0.1% | Added |
| Central Bank & Trust Co | 2,043 | $1.02M | 0.14% | +350+20.7% | Added |
| Mayar Capital Ltd. | 2,038 | $1.02M | 1.14% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 2,038 | $1.02M | 0.47% | +60+3.0% | Added |
| Thompson Investment Management, Inc. | 2,038 | $1.02M | 0.12% | +1,050+106.3% | Added |
| Gilman Hill Asset Management, LLC | 2,033 | $1.02M | 0.14% | +130+6.8% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 2,032 | $1.02M | 0.70% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,031 | $1.02M | 0.49% | −50−2.4% | Reduced |
| Hedeker Wealth, LLC | 2,031 | $1.02M | 0.19% | +10.0% | Added |
| Clearview Wealth Management LLC | 2,028 | $1.01M | 0.65% | −10.0% | Reduced |
| Ade, LLC | 2,025 | $1.01M | 0.43% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,025 | $1.01M | 0.22% | +43+2.2% | Added |
| Hidden Cove Wealth Management, LLC | 2,024 | $1.01M | 0.56% | +269+15.3% | Added |
| Motive Wealth Advisors | 2,022 | $1.01M | 0.42% | −106−5.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,017 | $1.01M | 0.25% | −125−5.8% | Reduced |
| Port Capital LLC | 2,015 | $1.01M | 0.04% | +575+39.9% | Added |
| Pinnacle Holdings, LLC | 2,015 | $1.01M | 0.31% | +2,015 | New |
| RAM Investment Partners, LLC | 2,010 | $1.01M | 0.16% | +60+3.1% | Added |
| Kelly Financial Group LLC | 2,008 | $1.00M | 0.22% | −10−0.5% | Reduced |
| Bogart Wealth, LLC | 2,004 | $1.00M | 0.03% | +234+13.2% | Added |
| Wealth Group Ltd | 2,003 | $1.00M | 0.19% | −202−9.2% | Reduced |
| Blue Rock Wealth Management LLC | 2,003 | $1.00M | 0.56% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,069 | $1.00M | 0.18% | −650−23.9% | Reduced |
| Campion Asset Management LLC | 1,999 | $1.00M | 0.61% | +40+2.0% | Added |
| Schoolcraft Capital LLC | 1,998 | $999.8K | 0.18% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,998 | $999.8K | 0.10% | +28+1.4% | Added |
| Harbour Capital Advisors, LLC | 2,024 | $999.3K | 0.18% | +160+8.6% | Added |
| Fire Capital Management LLC | 1,992 | $996.8K | 0.41% | −849−29.9% | Reduced |
| IMZ Advisory Inc | 1,990 | $995.8K | 0.32% | −40−2.0% | Reduced |
| Total Investment Management Inc | 1,946 | $995.5K | 0.10% | +12+0.6% | Added |
| Hoxton Planning & Management, LLC | 1,989 | $995.3K | 0.26% | −23−1.1% | Reduced |
| NCM Capital Management, LLC | 1,988 | $994.8K | 0.31% | +670+50.8% | Added |
| NBZ Investment Advisors LLC | 1,985 | $993.3K | 0.39% | +120+6.4% | Added |
| Ulland Investment Advisors, LLC | 1,982 | $992.0K | 0.73% | −17−0.9% | Reduced |
| Clarity Financial LLC | 1,982 | $991.9K | 0.08% | −59,037−96.8% | Reduced |
| Yarbrough Capital, LLC | 1,977 | $989.3K | 0.03% | 00.0% | Unchanged |
| Awm Capital, LLC | 1,976 | $988.8K | 0.08% | +48+2.5% | Added |