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, Q4 2025
Institutional positions in Berkshire Hathaway Inc as of Dec 31, 2025. 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
- 4,899
- +407 vs. Q3 2025
- Shares held
- 906.0M
- +33.6M (+3.9%) vs. Q3 2025
- Total value
- $452.2B
- +$14.0B (+3.2%) vs. Q3 2025
- New holders
- 540
- 1,810 more added
- Sold out
- 133
- 1,935 more reduced
93 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Berkshire Hathaway Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco, LLC | 1,046 | $525.8K | 0.18% | +10+1.0% | Added |
| Crews Bank & Trust | 1,047 | $526.3K | 0.08% | −12−1.1% | Reduced |
| Avid Wealth Partners LLC | 1,048 | $526.8K | 0.26% | +205+24.3% | Added |
| Greenberg Financial Group | 1,052 | $528.8K | 0.22% | +1,052 | New |
| Torren Management, LLC | 1,053 | $529.3K | 0.27% | +1,053 | New |
| Elefante Mark B | 1,057 | $531.3K | 0.33% | +397+60.2% | Added |
| Ipswich Investment Management Co., Inc. | 1,059 | $532.3K | 0.12% | +134+14.5% | Added |
| Prism Planning Partners LLC | 1,063 | $534.3K | 0.60% | +1,063 | New |
| Cherry Creek Investment Advisors, Inc. | 1,064 | $534.8K | 0.23% | −204−16.1% | Reduced |
| BCM Advisors, LLC | 1,120 | $536.4K | 0.10% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 1,069 | $537.3K | 0.54% | 00.0% | Unchanged |
| Graney & King, LLC | 1,069 | $537.3K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,071 | $538.3K | 0.07% | −43−3.9% | Reduced |
| Creekside Partners | 1,072 | $538.8K | 0.23% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,072 | $538.8K | 0.23% | +410+61.9% | Added |
| RFP Financial Group LLC | 1,072 | $538.8K | 0.26% | −750−41.2% | Reduced |
| QVR LLC | 1,075 | $540.3K | 0.38% | −1,873−63.5% | Reduced |
| Wilian Securities, LLC | 1,075 | $540.3K | 0.58% | +1,075 | New |
| Aspen Capital Management, LLC | 1,078 | $541.9K | 0.13% | 00.0% | Unchanged |
| Balentine LLC | 1,079 | $542.4K | 0.02% | +36+3.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,080 | $542.9K | 0.24% | −60−5.3% | Reduced |
| Clifford Group, LLC | 1,080 | $542.9K | 0.42% | +407+60.5% | Added |
| DiNuzzo Private Wealth, Inc. | 1,084 | $544.9K | 0.06% | −200−15.6% | Reduced |
| Primoris Wealth Advisors, LLC | 1,084 | $544.9K | 0.33% | −117−9.7% | Reduced |
| Exit Wealth Advisors, LLC. | 1,086 | $545.9K | 0.32% | +49+4.7% | Added |
| AA Financial Advisors, LLC | 1,087 | $546.4K | 0.10% | +83+8.3% | Added |
| Aspirean Wealth, LLC | 1,088 | $546.9K | 0.60% | +1,088 | New |
| Sims Investment Management, LLC | 1,089 | $547.4K | 0.19% | −20−1.8% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 1,089 | $547.4K | 0.24% | +100+10.1% | Added |
| StoryOne LLC | 0 | $547.4K | 0.33% | 0 | New |
| Chapman Investment Management, LLC | 1,090 | $547.9K | 0.40% | 00.0% | Unchanged |
| Enzi Wealth | 1,112 | $548.4K | 0.19% | +2+0.2% | Added |
| New England Professional Planning Group Inc. | 1,092 | $548.9K | 0.23% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,135 | $549.1K | 0.22% | +98+9.5% | Added |
| First Growth Capital LLC | 1,099 | $549.5K | 0.49% | +1,099 | New |
| Warther Private Wealth, LLC | 1,094 | $549.9K | 0.13% | +14+1.3% | Added |
| Myecfo, LLC | 1,095 | $550.4K | 0.23% | −21−1.9% | Reduced |
| W Advisors, LLC | 1,098 | $551.9K | 0.28% | −5−0.5% | Reduced |
| Cranbrook Wealth Management, LLC | 1,103 | $554.4K | 0.11% | 00.0% | Unchanged |
| Tableaux LLC | 1,113 | $555.1K | 0.40% | −233−17.3% | Reduced |
| Anfield Capital Management, LLC | 1,105 | $555.4K | 0.18% | +954+631.8% | Added |
| Wellington-Altus USA Inc. | 1,105 | $555.4K | 0.41% | +1,105 | New |
| Clark Financial Services Group Inc | 1,118 | $557.3K | 0.30% | −1−0.1% | Reduced |
| Prudent Investors Network | 1,109 | $557.4K | 0.13% | −326−22.7% | Reduced |
| Richardson Financial Services Inc. | 1,159 | $558.1K | 0.35% | +198+20.6% | Added |
| Barrett & Company, Inc. | 1,111 | $558.2K | 0.19% | 00.0% | Unchanged |
| Sjbenen Advisory, LLC | 1,112 | $558.9K | 0.58% | +1,112 | New |
| Bayban | 1,112 | $558.9K | 0.49% | +1,112 | New |
| Polymer Capital Management (US) LLC | 1,115 | $560.5K | 0.07% | +1,115 | New |
| Summit Financial Consulting LLC | 1,118 | $562.0K | 0.41% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,121 | $563.2K | 0.12% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,121 | $563.5K | 0.16% | +1,121 | New |
| Green Ridge Wealth Planning LLC | 1,121 | $563.5K | 0.29% | +1,121 | New |
| Mad River Investors | 1,125 | $565.5K | 0.26% | −50−4.3% | Reduced |
| Harmony Asset Management LLC | 1,126 | $566.0K | 0.19% | +4+0.4% | Added |
| Slocum, Gordon & Co LLP | 1,127 | $566.5K | 0.41% | −11−1.0% | Reduced |
| Barnes Wealth Management Group, Inc | 1,127 | $566.5K | 0.30% | +59+5.5% | Added |
| Atlas Wealth Partners, LLC | 1,130 | $568.0K | 0.62% | −200−15.0% | Reduced |
| TCP Asset Management, LLC | 1,132 | $569.0K | 0.10% | +1+0.1% | Added |
| Inman Jager Wealth Management, LLC | 1,132 | $569.0K | 0.35% | +5+0.4% | Added |
| West Paces Advisors Inc. | 1,133 | $569.5K | 0.11% | +61+5.7% | Added |
| Braeburn Wealth Management LLC | 1,133 | $569.5K | 0.29% | +1,133 | New |
| Connecticut Capital Management Group, LLC | 1,135 | $570.5K | 0.55% | +1,135 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,135 | $570.7K | 0.06% | −24−2.1% | Reduced |
| Pursuit Wealth Management LLC | 1,136 | $571.0K | 0.49% | +1,136 | New |
| Winning Points Advisors, LLC | 3,138 | $572.0K | 0.65% | +3,138 | New |
| Gray Private Wealth, LLC | 1,138 | $572.0K | 0.28% | −100−8.1% | Reduced |
| Commonwealth Retirement Investments LLC | 1,139 | $572.5K | 0.18% | −30−2.6% | Reduced |
| Goodman Advisory Group, LLC | 1,141 | $573.5K | 0.14% | −474−29.3% | Reduced |
| Virtus Wealth Solutions LLC | 1,144 | $575.2K | 0.11% | −5−0.4% | Reduced |
| Fusion Capital, LLC | 1,145 | $575.5K | 0.16% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 1,146 | $576.0K | 0.25% | +7+0.6% | Added |
| Synergy Financial Group, LTD | 1,146 | $576.0K | 0.40% | +12+1.1% | Added |
| Altar Rock LLC | 1,147 | $576.5K | 0.69% | +1,147 | New |
| Timonier Family Office, LTD. | 1,150 | $578.0K | 0.18% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,152 | $579.1K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,152 | $579.1K | 0.37% | +11+1.0% | Added |
| Providence Capital Advisors, LLC | 1,152 | $579.1K | 0.10% | +307+36.3% | Added |
| Dividend Assets Capital, LLC | 1,155 | $580.6K | 0.11% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 1,155 | $580.6K | 0.17% | 00.0% | Unchanged |
| Bank & Trust Co | 1,155 | $580.6K | 0.41% | +16+1.4% | Added |
| NerdWallet Wealth Partners, LLC | 1,156 | $581.1K | 0.27% | −2−0.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,177 | $581.5K | 0.13% | −327−21.7% | Reduced |
| Hurley Capital, LLC | 1,159 | $582.6K | 0.33% | +24+2.1% | Added |
| Wealth Intelligence, LLC | 1,159 | $582.6K | 0.29% | +1,159 | New |
| Kilter Group LLC | 1,159 | $582.6K | 0.26% | −14−1.2% | Reduced |
| Paulson Wealth Management Inc. | 1,161 | $583.6K | 0.13% | −70−5.7% | Reduced |
| Certior Financial Group, LLC | 1,163 | $584.6K | 0.40% | −6−0.5% | Reduced |
| RCW Management, LLC | 1,163 | $584.6K | 0.59% | +1,163 | New |
| Fearless Solutions, LLC dba Best Invest | 1,165 | $585.6K | 0.35% | −81−6.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,172 | $589.1K | 0.21% | −9−0.8% | Reduced |
| Orin Green Financial, LLC | 1,173 | $589.6K | 0.24% | −11−0.9% | Reduced |
| Strategent Financial, LLC | 1,173 | $589.6K | 0.37% | +30+2.6% | Added |
| Insight Wealth Strategies, LLC | 1,174 | $589.9K | 0.07% | +63+5.7% | Added |
| NewSquare Capital LLC | 1,174 | $590.1K | 0.05% | −438−27.2% | Reduced |
| NFC Investments, LLC | 1,176 | $591.0K | 0.17% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,176 | $591.1K | 0.48% | +1,176 | New |
| Theory Financial LLC | 1,223 | $591.3K | 0.20% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 1,179 | $592.6K | 0.33% | +1,179 | New |
| NorthLanding Financial Partners, LLC | 1,183 | $594.9K | 0.48% | −7−0.6% | Reduced |