BERKSHIRE HATHAWAY INC-CL B (BRK-B) Institutional Ownership
BRK-B is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Bill & Melinda Gates Foundation Trust, which reported ownership valued at approximately $8.17B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Bill & Melinda Gates Foundation Trust's BRK-B position is now estimated to be worth approximately $9.03B, representing an estimated gain of +10.48% since the filing period.
Major shareholders tracked on this page include Bill & Melinda Gates Foundation Trust, H&H International Investment, Yacktman Asset Management, and other prominent asset managers. Collectively, these investors account for approximately 93% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward BERKSHIRE HATHAWAY INC-CL B (BRK-B).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 10 | $914,090,300 | 1,935,373 |
| Q1 2026 | 29 | $14,659,492,388 | 30,711,185 |
| Q4 2025 | 28 | $15,742,618,285 | 31,524,100 |
| Q3 2025 | 28 | $15,830,507,786 | 31,651,868 |
| Q2 2025 | 28 | $15,545,135,811 | 32,160,417 |
| Q1 2025 | 29 | $13,385,628,125 | 25,294,497 |
| Q4 2024 | 28 | $11,107,613,826 | 24,669,895 |
| Q3 2024 | 29 | $14,378,048,130 | 31,401,465 |
| Q2 2024 | 30 | $13,762,855,316 | 33,997,240 |
| Q1 2024 | 29 | $10,890,742,288 | 27,100,213 |
| Q4 2023 | 28 | $10,480,787,629 | 30,451,487 |
| Q3 2023 | 26 | $11,193,514,966 | 33,149,332 |
Related BRK-B Institutional Insights:
- BRK-B Institutional Ownership & Insiders Activity
- BRK-B Institutional Ownership & 13F Activity
- BRK-B Top Institutional Shareholders
- BRK-B Institutional Buying Activity
- BRK-B Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BRK-B Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings