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 |
|---|---|---|---|---|---|
| Fiduciary Wealth Partners, LLC | 1,185 | $595.6K | 0.24% | −71−5.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,185 | $595.6K | 0.40% | −56−4.5% | Reduced |
| HMV Wealth Advisors, LLC | 1,185 | $595.6K | 0.30% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 1,202 | $596.3K | 0.27% | −9−0.7% | Reduced |
| Opinicus Capital, Inc. | 1,187 | $596.6K | 0.42% | +7+0.6% | Added |
| Redwood Financial Network Corp | 1,188 | $596.9K | 0.38% | 00.0% | Unchanged |
| Davis Wealth Advisors, LLC | 1,188 | $597.1K | 0.50% | +169+16.6% | Added |
| Finward Bancorp | 1,188 | $597.1K | 0.46% | −43−3.5% | Reduced |
| Shum Financial Group, Inc. | 1,189 | $597.7K | 0.43% | −3−0.3% | Reduced |
| Blackhawk Capital Partners LLC. | 1,189 | $597.7K | 0.22% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 1,190 | $598.2K | 0.27% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 1,192 | $599.2K | 1.27% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,193 | $599.7K | 0.01% | −881−42.5% | Reduced |
| Attessa Capital LLC | 1,193 | $599.7K | 0.33% | −25−2.1% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,193 | $599.7K | 1.05% | −9−0.7% | Reduced |
| Basso Capital Management, L.P. | 1,194 | $600.2K | 0.36% | +1,138+2,032.1% | Added |
| Flaharty Asset Management, LLC | 1,196 | $601.2K | 0.08% | −155−11.5% | Reduced |
| GFI Investment Counsel Ltd. | 1,197 | $601.7K | 0.06% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,198 | $602.2K | 0.09% | +847+241.3% | Added |
| Truefg, LLC | 1,199 | $602.7K | 0.16% | −300−20.0% | Reduced |
| Traub Capital Management LLC | 1,199 | $602.7K | 0.58% | −197−14.1% | Reduced |
| Brickley Wealth Management | 1,201 | $603.7K | 0.10% | +11+0.9% | Added |
| Friday Financial | 1,205 | $605.7K | 0.21% | +1+0.1% | Added |
| Windsor Capital Management, LLC | 1,206 | $606.2K | 0.17% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,210 | $608.2K | 0.04% | +185+18.0% | Added |
| Cedar Wealth Management, LLC | 1,212 | $609.2K | 0.18% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,213 | $609.7K | 0.23% | −68−5.3% | Reduced |
| Insight Financial Services | 1,213 | $609.7K | 0.32% | 00.0% | Unchanged |
| TrustWell Financial Advisors, LLC | 1,213 | $609.7K | 0.59% | +1,213 | New |
| Pure Portfolios Holdings LLC | 1,215 | $610.5K | 0.18% | −162−11.8% | Reduced |
| Conestoga Capital Advisors, LLC | 1,215 | $610.7K | 0.01% | +35+3.0% | Added |
| Fusion Family Wealth LLC | 1,216 | $611.2K | 0.05% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,216 | $611.2K | 0.52% | +13+1.1% | Added |
| Cauble & Harre Wealth Management, Inc. | 1,218 | $612.2K | 0.51% | +1,218 | New |
| Anson Capital, Inc. | 1,220 | $613.2K | 0.45% | +88+7.8% | Added |
| Sandhill Capital Partners LLC | 1,224 | $615.2K | 0.04% | −94−7.1% | Reduced |
| Peddock Capital Advisors, LLC | 1,224 | $615.2K | 0.13% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,225 | $615.7K | 0.64% | −1,107−47.5% | Reduced |
| PACK Private Wealth, LLC | 1,225 | $615.7K | 0.28% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,226 | $616.2K | 0.26% | 00.0% | Unchanged |
| Tortuga Wealth Management, Inc | 1,226 | $616.8K | 0.65% | +1,226 | New |
| RF&L Wealth Management, LLC | 1,232 | $619.3K | 0.35% | 00.0% | Unchanged |
| Private Client Services, LLC | 1,232 | $619.3K | 0.19% | +8+0.7% | Added |
| Evansbrook LLC | 1,232 | $619.3K | 0.41% | +1,232 | New |
| Mandatum Life Insurance Co Ltd | 1,233 | $619.8K | 0.14% | +117+10.5% | Added |
| Davis Investment Partners, LLC | 1,250 | $621.1K | 0.22% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,238 | $622.3K | 0.13% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,241 | $623.8K | 0.29% | −15−1.2% | Reduced |
| Morris Financial Concepts, Inc. | 1,241 | $623.8K | 0.22% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,241 | $623.8K | 0.80% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,241 | $623.8K | 0.09% | +455+57.9% | Added |
| RBF Capital, LLC | 1,241 | $623.8K | 0.03% | +1,241 | New |
| Union Savings Bank | 1,243 | $624.8K | 0.27% | +1,243 | New |
| Manske Wealth Management | 1,243 | $624.8K | 0.18% | +305+32.5% | Added |
| Leeward Financial Partners, LLC | 1,245 | $625.7K | 0.18% | −28−2.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,260 | $626.0K | 0.24% | −249−16.5% | Reduced |
| Gouws Capital LLC | 1,246 | $626.3K | 0.33% | 00.0% | Unchanged |
| JHP Wealth Management, LLC | 1,247 | $626.8K | 0.61% | +1,247 | New |
| Doliver Advisors, LP | 1,248 | $627.3K | 0.16% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,263 | $627.5K | 0.10% | −211,623−99.4% | Reduced |
| Harbour Capital Advisors, LLC | 1,264 | $628.0K | 0.13% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,250 | $628.3K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,250 | $628.3K | 0.13% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,250 | $628.3K | 0.36% | +26+2.1% | Added |
| R. W. Roge & Company, Inc. | 1,252 | $629.0K | 0.31% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,252 | $629.3K | 0.70% | +110+9.6% | Added |
| Bellevue Asset Management, LLC | 1,255 | $631.1K | 0.30% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 1,258 | $632.1K | 0.18% | +243+23.9% | Added |
| Challenger Wealth Management | 1,261 | $633.8K | 0.48% | −18−1.4% | Reduced |
| Family Investment Center, Inc. | 1,262 | $634.3K | 0.13% | −104−7.6% | Reduced |
| Hamilton Wealth, LLC | 1,262 | $634.3K | 0.12% | +130+11.5% | Added |
| Axiom Financial Strategies, LLC | 1,264 | $635.4K | 0.27% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,265 | $635.8K | 0.13% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,268 | $637.4K | 0.39% | −17−1.3% | Reduced |
| Buffalo Business & Estate Services Ltd | 1,270 | $638.4K | 0.09% | +1,270 | New |
| Eagle Wealth Advisors LLC | 1,271 | $638.9K | 0.54% | +1,271 | New |
| Financial Council Asset Management Inc | 1,272 | $639.4K | 0.26% | −5−0.4% | Reduced |
| Aspen Wealth Strategies, LLC | 1,272 | $639.4K | 0.35% | +3+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 1,272 | $639.5K | 0.26% | +33+2.7% | Added |
| Kane Investment Management, Inc. | 1,273 | $639.9K | 0.31% | −156−10.9% | Reduced |
| Portfolio Strategies, Inc. | 1,275 | $640.9K | 0.07% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,278 | $642.4K | 0.23% | −171−11.8% | Reduced |
| SwitchPoint Financial Planning, LLC | 1,280 | $643.5K | 0.45% | +26+2.1% | Added |
| Intellus Advisors LLC | 1,287 | $646.9K | 0.09% | −2−0.2% | Reduced |
| SilverOak Wealth Management LLC | 1,289 | $647.9K | 0.10% | −158−10.9% | Reduced |
| C2C Wealth Management, LLC | 1,290 | $648.4K | 0.55% | −40−3.0% | Reduced |
| Proactive Wealth Strategies LLC | 1,291 | $649.0K | 0.26% | +200+18.3% | Added |
| Veridan Wealth LLC | 1,295 | $650.9K | 0.22% | 00.0% | Unchanged |
| Formulate Financial LLC | 1,295 | $650.9K | 0.76% | +10+0.8% | Added |
| Latitude Advisors, LLC | 1,296 | $651.3K | 0.29% | −140−9.7% | Reduced |
| Abbot Financial Management, Inc. | 1,296 | $651.4K | 0.27% | −25−1.9% | Reduced |
| Johnson Wealth Management, LLC | 1,296 | $651.4K | 0.32% | −181−12.3% | Reduced |
| Provident Investment Management, Inc. | 1,297 | $651.9K | 0.06% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,297 | $651.9K | 0.21% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 1,300 | $653.4K | 0.51% | −5,388−80.6% | Reduced |
| Dogwood Wealth Management LLC | 1,300 | $653.4K | 0.29% | −363−21.8% | Reduced |
| Grace & White Inc | 1,300 | $653.4K | 0.12% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 1,300 | $653.4K | 0.24% | +9+0.7% | Added |
| Talbot Financial, LLC | 1,301 | $653.9K | 0.05% | 00.0% | Unchanged |
| Ceera Investments, LLC | 1,301 | $653.9K | 0.25% | +423+48.2% | Added |