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 0 sales; 4,927 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
- Institutional holders
- 4,927
- +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
- 2,021 more added
- Sold out
- 125
- 1,996 more reduced
60 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 | 4,927 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 74,391 | $37.6M | 1.20% | +624+0.8% | Added |
| Stratos Wealth Partners, LTD. | 75,013 | $37.5M | 0.38% | −4,391−5.5% | Reduced |
| Meridian Wealth Management, LLC | 74,514 | $37.3M | 1.16% | −1,708−2.2% | Reduced |
| Steginsky Capital LLC | 74,430 | $37.2M | 5.59% | −172−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 74,119 | $37.1M | 3.85% | +2,402+3.3% | Added |
| Signaturefd, LLC | 73,775 | $36.9M | 0.49% | +624+0.9% | Added |
| Advisory Services Network, LLC | 73,749 | $36.9M | 0.42% | +5,829+8.6% | Added |
| Regions Financial Corp | 73,669 | $36.9M | 0.22% | −2,627−3.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 73,579 | $36.8M | 5.75% | +4,305+6.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 73,061 | $36.6M | 3.41% | −639−0.9% | Reduced |
| Norinchukin Bank, The | 73,026 | $36.5M | 0.36% | −24,587−25.2% | Reduced |
| Mizuho Markets Americas LLC | 73,000 | $36.5M | 0.65% | +73,000 | New |
| Aspiriant, LLC | 72,942 | $36.5M | 0.90% | −1,076−1.5% | Reduced |
| Ruffer LLP | 72,990 | $36.5M | 1.29% | +63,990+711.0% | Added |
| Kanawha Capital Management LLC | 72,484 | $36.3M | 2.36% | +697+1.0% | Added |
| Reik & Co., LLC | 72,471 | $36.3M | 9.45% | −460−0.6% | Reduced |
| Coldstream Capital Management Inc | 72,409 | $36.2M | 0.45% | −7,562−9.5% | Reduced |
| First Financial Bankshares Inc | 72,169 | $36.1M | 0.68% | +24,483+51.3% | Added |
| CAPROCK Group, Inc. | 72,163 | $36.1M | 0.69% | +2,069+3.0% | Added |
| Generate Investment Management Ltd | 71,938 | $36.0M | 1.48% | +6,893+10.6% | Added |
| Chilton Investment Co LLC | 71,884 | $36.0M | 0.86% | −12,188−14.5% | Reduced |
| Hutchinson Capital Management | 71,609 | $35.8M | 6.14% | −190.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 70,882 | $35.5M | 2.37% | +2,595+3.8% | Added |
| Daymark Wealth Partners, LLC | 70,395 | $35.2M | 0.86% | +17,422+32.9% | Added |
| Titleist Asset Management, LLC | 70,327 | $35.2M | 2.37% | +1,854+2.7% | Added |
| Braun Stacey Associates Inc | 70,264 | $35.2M | 1.00% | −1,358−1.9% | Reduced |
| Security National Bank | 70,189 | $35.1M | 4.19% | +1,013+1.5% | Added |
| Diversified Trust Co | 70,140 | $35.1M | 0.56% | +2,398+3.5% | Added |
| XTX Topco Ltd | 70,039 | $35.0M | 0.45% | +61,155+688.4% | Added |
| Hamilton Capital Partners Inc. | 69,932 | $35.0M | 1.02% | −190.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 69,802 | $34.9M | 1.31% | −5,212−6.9% | Reduced |
| ProVise Management Group, LLC | 69,719 | $34.9M | 2.34% | +101+0.1% | Added |
| Shufro Rose & Co LLC | 69,045 | $34.5M | 1.99% | −369−0.5% | Reduced |
| Avalon Trust Co | 68,968 | $34.5M | 2.12% | −842−1.2% | Reduced |
| Greenwood Gearhart Inc | 68,878 | $34.5M | 1.60% | +3,025+4.6% | Added |
| Gradient Investments LLC | 68,716 | $34.4M | 0.47% | −13,853−16.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 68,444 | $34.2M | 0.15% | −112,756−62.2% | Reduced |
| Diesslin Group, Inc. | 68,349 | $34.2M | 13.19% | −52,946−43.7% | Reduced |
| D'Orazio & Associates, Inc. | 68,256 | $34.2M | 3.95% | −2,786−3.9% | Reduced |
| Meeder Asset Management Inc | 68,216 | $34.1M | 1.74% | −25,778−27.4% | Reduced |
| Rothschild Investment LLC | 68,150 | $34.1M | 1.27% | +5,114+8.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 68,110 | $34.1M | 9.70% | −360−0.5% | Reduced |
| Choate Investment Advisors | 67,929 | $34.0M | 0.60% | +281+0.4% | Added |
| White Pine Investment CO | 67,732 | $33.9M | 7.22% | −184−0.3% | Reduced |
| First Eagle Investment Management, LLC | 67,626 | $33.8M | 0.06% | +10,023+17.4% | Added |
| Brighton Jones LLC | 67,518 | $33.8M | 0.63% | +12,453+22.6% | Added |
| Ferguson Wellman Capital Management, Inc | 67,305 | $33.7M | 0.41% | −680−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 67,274 | $33.7M | 2.40% | +3,709+5.8% | Added |
| SBI Securities Co., Ltd. | 67,127 | $33.6M | 0.76% | +67,127 | New |
| QVT Financial LP | 67,124 | $33.6M | 2.15% | +19,178+40.0% | Added |
| Compagnie Lombard Odier SCmA | 66,846 | $33.4M | 0.36% | +66,846 | New |
| Segall Bryant & Hamill, LLC | 66,573 | $33.3M | 0.40% | +3,216+5.1% | Added |
| ARGA Investment Management, LP | 66,519 | $33.3M | 0.85% | +66,519 | New |
| Locust Wood Capital Advisers, LLC | 66,424 | $33.2M | 0.80% | +597+0.9% | Added |
| Washington Trust Advisors, Inc. | 66,264 | $33.2M | 2.46% | −4,751−6.7% | Reduced |
| XXEC, Inc. | 68,400 | $33.1M | 4.30% | +26,275+62.4% | Added |
| Trilogy Capital Inc. | 65,976 | $33.0M | 1.29% | −1,084−1.6% | Reduced |
| WSFS Capital Management, LLC | 65,910 | $33.0M | 1.44% | +1,383+2.1% | Added |
| Geneos Wealth Management Inc. | 65,862 | $33.0M | 0.67% | −4,013−5.7% | Reduced |
| Adviser Investments LLC | 65,814 | $32.9M | 0.32% | +1,784+2.8% | Added |
| Edmond de Rothschild Holding S.A. | 65,742 | $32.9M | 0.43% | +189+0.3% | Added |
| Lee Financial Co | 65,559 | $32.8M | 4.19% | −5,124−7.2% | Reduced |
| Callan Family Office, LLC | 64,907 | $32.5M | 0.63% | +2,519+4.0% | Added |
| Dakota Wealth Management | 64,892 | $32.5M | 0.62% | −980−1.5% | Reduced |
| Jefferies Financial Group Inc. | 64,885 | $32.5M | 0.30% | +23,062+55.1% | Added |
| LMCG Investments, LLC | 64,807 | $32.4M | 1.74% | +1,844+2.9% | Added |
| NewEdge Wealth, LLC | 64,512 | $32.3M | 0.33% | +1,684+2.7% | Added |
| Evernest Financial Advisors, LLC | 64,421 | $32.2M | 6.74% | −40−0.1% | Reduced |
| Professional Advisory Services Inc | 64,394 | $32.2M | 3.86% | +2,813+4.6% | Added |
| American National Bank | 64,191 | $32.1M | 2.74% | −1,269−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 64,040 | $32.0M | 2.24% | −167−0.3% | Reduced |
| WealthPLAN Partners, LLC | 63,155 | $31.6M | 6.04% | −3,448−5.2% | Reduced |
| WoodTrust Financial Corp | 63,052 | $31.6M | 3.75% | +10,267+19.5% | Added |
| Park Avenue Securities LLC | 62,540 | $31.3M | 0.20% | −14,275−18.6% | Reduced |
| Stonebridge Financial Group, LLC | 62,438 | $31.2M | 4.33% | +62,438 | New |
| Valmark Advisers, Inc. | 62,404 | $31.2M | 0.33% | +1,542+2.5% | Added |
| 71 West Capital Partners | 62,290 | $31.2M | 1.08% | +7,314+13.3% | Added |
| FJ Investments, LLC | 62,288 | $31.2M | 1.69% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 62,126 | $31.1M | 0.26% | −992−1.6% | Reduced |
| Shelton Capital Management | 62,082 | $31.1M | 0.58% | +6,776+12.3% | Added |
| Bryn Mawr Trust Co | 62,002 | $31.0M | 0.69% | +270.0% | Added |
| Capital Investment Advisors, LLC | 61,855 | $31.0M | 0.41% | +96+0.2% | Added |
| Live Oak Private Wealth LLC | 61,850 | $30.9M | 3.87% | −3,536−5.4% | Reduced |
| Poehling Capital Management, LLC | 61,850 | $30.9M | 6.64% | +2,143+3.6% | Added |
| Perigon Wealth Management, LLC | 61,830 | $30.9M | 0.49% | −628−1.0% | Reduced |
| Front Street Capital Management, Inc. | 61,247 | $30.8M | 3.50% | +1,105+1.8% | Added |
| Anchor Capital Advisors LLC | 61,453 | $30.8M | 0.86% | −4,304−6.5% | Reduced |
| Atomi Financial Group, Inc. | 61,254 | $30.7M | 0.80% | −975−1.6% | Reduced |
| Sowell Financial Services LLC | 61,173 | $30.6M | 1.00% | +1,415+2.4% | Added |
| Callahan Advisors, LLC | 61,073 | $30.6M | 2.30% | +1,384+2.3% | Added |
| Voleon Capital Management LP | 61,066 | $30.6M | 0.56% | −18,093−22.9% | Reduced |
| Acorn Financial Advisory Services Inc | 61,023 | $30.5M | 4.05% | +3,237+5.6% | Added |
| Strata Wealth Advisors, LLC | 60,758 | $30.4M | 7.41% | −2,951−4.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 60,475 | $30.3M | 1.75% | −220.0% | Reduced |
| Clear Harbor Asset Management, LLC | 60,444 | $30.2M | 1.89% | −228−0.4% | Reduced |
| United Community Bank | 60,354 | $30.2M | 9.34% | +2,981+5.2% | Added |
| Benjamin Edwards Inc | 60,204 | $30.1M | 0.27% | +15,731+35.4% | Added |
| Summitry LLC | 60,035 | $30.0M | 0.99% | +4,398+7.9% | Added |
| Metis Global Partners, LLC | 59,868 | $30.0M | 0.68% | −8,985−13.0% | Reduced |
| YHB Investment Advisors, Inc. | 59,803 | $29.9M | 1.92% | −13,960−18.9% | Reduced |