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; 4,927 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
- 4,928
- +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
- 1,997 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 | 4,927 | $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 |
|---|---|---|---|---|---|
| Unison Asset Management LLC | 48,189 | $24.1M | 9.79% | +2,619+5.7% | Added |
| Satovsky Asset Management LLC | 48,053 | $24.0M | 3.83% | +954+2.0% | Added |
| Beacon Financial Group | 48,031 | $24.0M | 2.18% | +38+0.1% | Added |
| Wesbanco Bank Inc | 47,906 | $24.0M | 0.60% | +2,742+6.1% | Added |
| Sculati Wealth Management, LLC | 48,753 | $23.9M | 7.98% | −432−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 47,805 | $23.9M | 0.76% | +2,592+5.7% | Added |
| Securian Asset Management, Inc | 48,717 | $23.9M | 0.86% | −1,030−2.1% | Reduced |
| WP Advisors, LLC | 47,545 | $23.8M | 5.76% | −772−1.6% | Reduced |
| Novare Capital Management LLC | 47,070 | $23.6M | 1.67% | −538−1.1% | Reduced |
| Hudson Value Partners, LLC | 46,971 | $23.5M | 5.90% | +1,098+2.4% | Added |
| Hantz Financial Services, Inc. | 46,959 | $23.5M | 0.32% | +1,244+2.7% | Added |
| Harbour Trust & Investment Management Co | 46,868 | $23.5M | 2.26% | +20.0% | Added |
| Argent Trust Co | 46,810 | $23.4M | 0.68% | −1,591−3.3% | Reduced |
| Ridgewood Investments LLC | 46,686 | $23.4M | 8.74% | −1,414−2.9% | Reduced |
| Quadrant Capital Group LLC | 46,476 | $23.3M | 0.64% | −10,178−18.0% | Reduced |
| Ballentine Partners, LLC | 46,440 | $23.2M | 0.28% | +1,848+4.1% | Added |
| Allianz SE | 46,332 | $23.2M | 0.24% | −955−2.0% | Reduced |
| First National Trust Co | 46,283 | $23.2M | 0.79% | −4,250−8.4% | Reduced |
| Patten Group, Inc. | 46,243 | $23.1M | 3.60% | −68−0.1% | Reduced |
| Borer Denton & Associates, Inc. | 46,218 | $23.1M | 7.59% | +243+0.5% | Added |
| Groupama Asset Managment | 46,726 | $23.1M | 0.29% | −2,577−5.2% | Reduced |
| Mather Group, LLC. | 46,166 | $23.1M | 0.20% | +12,801+38.4% | Added |
| Canada Post Corp Registered Pension Plan | 46,090 | $23.1M | 0.80% | 00.0% | Unchanged |
| Park National Corp | 46,039 | $23.0M | 0.65% | +123+0.3% | Added |
| Bahl & Gaynor Inc | 46,017 | $23.0M | 0.11% | −758−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 128,213 | $23.0M | 1.10% | +82,405+179.9% | Added |
| Atria Investments LLC | 45,748 | $22.9M | 0.23% | −4,047−8.1% | Reduced |
| Buckley Wealth Management, LLC | 45,696 | $22.9M | 5.66% | +1,591+3.6% | Added |
| Los Angeles Capital Management LLC | 45,465 | $22.8M | 0.08% | −18,760−29.2% | Reduced |
| Ycg, LLC | 45,454 | $22.7M | 2.00% | −60.0% | Reduced |
| one8zero8, LLC | 45,419 | $22.7M | 4.50% | +665+1.5% | Added |
| RB Capital Management, LLC | 45,308 | $22.7M | 4.44% | −590−1.3% | Reduced |
| DJE Kapital AG | 44,930 | $22.6M | 0.43% | +15,265+51.5% | Added |
| Evergreen Capital Management LLC | 45,087 | $22.6M | 0.40% | −8,463−15.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 45,058 | $22.5M | 15.79% | +464+1.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 44,645 | $22.3M | 3.97% | +58+0.1% | Added |
| Cim, LLC | 44,387 | $22.2M | 2.87% | −389−0.9% | Reduced |
| Account Management LLC | 44,264 | $22.1M | 22.37% | −1,050−2.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 44,113 | $22.1M | 6.12% | −1,659−3.6% | Reduced |
| NorthRock Partners, LLC | 43,997 | $22.0M | 0.32% | +1,914+4.5% | Added |
| We Are One Seven, LLC | 43,975 | $22.0M | 0.36% | +2,271+5.4% | Added |
| Tennessee Valley Asset Management Partners | 43,830 | $21.9M | 2.42% | −779−1.7% | Reduced |
| Fiducient Advisors LLC | 43,695 | $21.9M | 3.13% | −1,659−3.7% | Reduced |
| Rehmann Capital Advisory Group | 43,690 | $21.9M | 1.00% | +308+0.7% | Added |
| Absher Wealth Management, LLC | 43,653 | $21.8M | 2.49% | +457+1.1% | Added |
| RPg Family Wealth Advisory, LLC | 43,432 | $21.7M | 3.62% | −2,312−5.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 43,216 | $21.6M | 0.80% | +9,905+29.7% | Added |
| Fifth Third Wealth Advisors LLC | 43,188 | $21.6M | 0.60% | −90.0% | Reduced |
| Aso Group Ltd | 43,069 | $21.6M | 9.14% | +743+1.8% | Added |
| Kingsview Wealth Management, LLC | 42,838 | $21.4M | 0.26% | −4,593−9.7% | Reduced |
| Wills Financial Group LLC | 42,803 | $21.4M | 7.80% | −1,269−2.9% | Reduced |
| Sigma Planning Corp | 42,467 | $21.2M | 0.54% | +2,634+6.6% | Added |
| Apella Capital, LLC | 42,085 | $21.2M | 0.30% | −54−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,074 | $21.1M | 0.20% | +3,512+9.1% | Added |
| Modera Wealth Management, LLC | 42,032 | $21.0M | 0.22% | +2,456+6.2% | Added |
| Cypress Capital Group | 42,014 | $21.0M | 1.96% | +1,553+3.8% | Added |
| Ally Financial Inc. | 42,000 | $21.0M | 2.71% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41,899 | $21.0M | 0.31% | +4,207+11.2% | Added |
| OpenArc Corporate Advisory, LLC | 41,832 | $20.9M | 0.25% | +1,588+3.9% | Added |
| Kavar Capital Partners Group, LLC | 42,370 | $20.9M | 2.58% | +44+0.1% | Added |
| Carter Financial Group, INC. | 41,693 | $20.9M | 10.81% | −170.0% | Reduced |
| CapWealth Advisors, LLC | 41,676 | $20.9M | 1.43% | −471−1.1% | Reduced |
| Nwam LLC | 41,609 | $20.8M | 1.04% | −828−2.0% | Reduced |
| CBOE Vest Financial, LLC | 41,581 | $20.8M | 0.22% | +667+1.6% | Added |
| Aldebaran Capital, LLC | 41,508 | $20.8M | 15.61% | +1,331+3.3% | Added |
| Hingham Institution for Savings | 41,450 | $20.7M | 15.44% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 41,247 | $20.6M | 5.30% | −678−1.6% | Reduced |
| Beacon Financial Planning, Inc | 41,158 | $20.6M | 6.99% | −1,935−4.5% | Reduced |
| AlphaCore Capital LLC | 41,141 | $20.6M | 0.38% | +2,688+7.0% | Added |
| Titan Investment Solutions Ltd | 41,041 | $20.5M | 2.30% | +177+0.4% | Added |
| Burns J W & Co Inc | 40,953 | $20.5M | 2.14% | −762−1.8% | Reduced |
| Banyan Capital Management, Inc. | 40,853 | $20.4M | 8.88% | +392+1.0% | Added |
| Hollow Brook Wealth Management LLC | 40,586 | $20.3M | 4.04% | −98−0.2% | Reduced |
| Haverford Trust Co | 40,560 | $20.3M | 0.18% | +1,480+3.8% | Added |
| Walleye Capital LLC | 40,489 | $20.3M | 0.10% | −10,425−20.5% | Reduced |
| Coleford Investment Management Ltd. | 40,254 | $20.1M | 4.39% | −507−1.2% | Reduced |
| Weik Capital Management | 40,159 | $20.1M | 7.72% | −970−2.4% | Reduced |
| Edge Wealth Management LLC | 40,143 | $20.1M | 3.38% | +39+0.1% | Added |
| Maven Securities LTD | 40,169 | $20.1M | 1.38% | +22,913+132.8% | Added |
| Roffman Miller Associates Inc | 40,014 | $20.0M | 1.05% | +1,460+3.8% | Added |
| Prosperity Consulting Group, LLC | 39,980 | $20.0M | 0.76% | +1,041+2.7% | Added |
| First Citizens Bank & Trust Co | 39,877 | $20.0M | 0.30% | +542+1.4% | Added |
| Stolper Co | 39,843 | $19.9M | 5.15% | −43,796−52.4% | Reduced |
| N.E.W. Advisory Services LLC | 39,712 | $19.9M | 1.33% | −603−1.5% | Reduced |
| Venture Visionary Partners LLC | 39,614 | $19.8M | 0.55% | +1,054+2.7% | Added |
| Independent Financial Group, LLC | 39,608 | $19.8M | 0.37% | +1,982+5.3% | Added |
| Mount Yale Investment Advisors, LLC | 39,582 | $19.8M | 0.37% | +2,924+8.0% | Added |
| Hutner Capital Management Inc | 39,297 | $19.7M | 7.80% | −2,665−6.4% | Reduced |
| Axxcess Wealth Management, LLC | 39,172 | $19.6M | 0.31% | −2,867−6.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 39,082 | $19.6M | 1.16% | +1,293+3.4% | Added |
| Arwa LLC | 39,443 | $19.5M | 8.07% | +2,527+6.8% | Added |
| Wedmont Private Capital | 39,346 | $19.4M | 0.53% | +1,965+5.3% | Added |
| Koa Wealth Management, LLC | 38,722 | $19.4M | 13.18% | −96−0.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 38,654 | $19.3M | 3.03% | +57+0.1% | Added |
| Albion Financial Group | 38,504 | $19.3M | 1.12% | +158+0.4% | Added |
| Muhlenkamp & Co Inc | 38,495 | $19.3M | 5.58% | +144+0.4% | Added |
| Meitav Dash Investments Ltd | 38,368 | $19.2M | 0.13% | +1,702+4.6% | Added |
| Eastern Bank | 38,237 | $19.1M | 0.29% | −19,388−33.6% | Reduced |
| TLW Wealth Management, LLC | 38,154 | $19.1M | 10.80% | −924−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 38,129 | $19.1M | 1.23% | −6,099−13.8% | Reduced |