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 |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 1,301 | $653.9K | 0.38% | +1,301 | New |
| First Dallas Securities Inc. | 1,302 | $654.5K | 0.24% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 1,303 | $655.0K | 0.36% | −24−1.8% | Reduced |
| Aspect Partners, LLC | 1,303 | $655.0K | 0.29% | +20+1.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,305 | $656.0K | 0.95% | +257+24.5% | Added |
| Blackstone Group Inc. | 1,307 | $657.0K | 0.00% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,307 | $657.0K | 0.15% | +16+1.2% | Added |
| Goldstream Capital Management Ltd | 1,308 | $657.5K | 0.27% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 1,309 | $658.0K | 0.48% | +25+1.9% | Added |
| Ameliora Wealth Management Ltd. | 1,310 | $658.5K | 0.20% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,314 | $660.5K | 0.25% | +51+4.0% | Added |
| Private Capital Advisors, Inc. | 1,316 | $661.5K | 0.07% | −115−8.0% | Reduced |
| GenWealth Group, Inc. | 1,326 | $661.7K | 0.11% | +253+23.6% | Added |
| Vantage Point Financial LLC | 1,319 | $663.0K | 0.24% | +138+11.7% | Added |
| Momentous Wealth Management, Inc. | 1,321 | $664.0K | 0.38% | +584+79.2% | Added |
| Kane Co Wealth Management, Inc. | 1,322 | $664.5K | 0.59% | +1,322 | New |
| Covenant Partners, LLC | 1,323 | $665.0K | 0.19% | +46+3.6% | Added |
| Stegent Equity Advisors, Inc. | 1,327 | $667.0K | 0.52% | +183+16.0% | Added |
| Strategic Planning Group, LLC | 1,327 | $667.4K | 0.09% | −457−25.6% | Reduced |
| NCM Capital Management, LLC | 1,328 | $667.5K | 0.25% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,329 | $668.0K | 0.07% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,329 | $668.0K | 0.28% | +137+11.5% | Added |
| Duncker Streett & Co Inc | 1,329 | $668.0K | 0.12% | +141+11.9% | Added |
| Cutler Capital Management, LLC | 1,330 | $668.5K | 0.20% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 1,330 | $668.5K | 0.48% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,332 | $669.5K | 0.20% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,336 | $671.5K | 0.22% | −105−7.3% | Reduced |
| Karras Company, Inc. | 1,337 | $672.0K | 0.66% | +1,337 | New |
| Laidlaw Wealth Management LLC | 1,338 | $672.5K | 2.08% | −224−14.3% | Reduced |
| Covestor Ltd | 1,337 | $673.0K | 0.35% | −332−19.9% | Reduced |
| Capital Counsel LLC | 1,339 | $673.0K | 0.03% | +2+0.1% | Added |
| Artesa Financial Group, LLC | 1,342 | $674.6K | 0.69% | +1,342 | New |
| Systematic Alpha Investments, LLC | 1,346 | $676.6K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,348 | $677.4K | 0.25% | −10−0.7% | Reduced |
| Eurizon SLJ Capital Ltd | 1,349 | $678.1K | 0.27% | +1,349 | New |
| Bonness Enterprises Inc | 1,350 | $678.6K | 0.23% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 1,350 | $678.6K | 0.39% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,351 | $679.1K | 0.29% | −54−3.8% | Reduced |
| Elevate Wealth Advisory, Inc | 1,351 | $679.1K | 0.46% | +13+1.0% | Added |
| Quantum Financial Planning Services, Inc. | 1,356 | $681.6K | 0.25% | +472+53.4% | Added |
| FC Advisory LLC | 1,359 | $683.1K | 0.20% | −33−2.4% | Reduced |
| Central Valley Advisors, LLC | 1,361 | $684.1K | 0.20% | +239+21.3% | Added |
| Highview Capital Management LLC | 1,365 | $686.1K | 0.24% | +11+0.8% | Added |
| Louisbourg Investments Inc. | 1,366 | $686.6K | 0.14% | −43−3.1% | Reduced |
| Corsicana & Co. | 1,366 | $686.6K | 0.39% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 1,366 | $686.6K | 0.42% | +50+3.8% | Added |
| Independence Financial Advisors, LLC | 1,368 | $687.6K | 0.19% | −76−5.3% | Reduced |
| Cercano Management LLC | 1,369 | $688.1K | 0.03% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 1,369 | $688.1K | 0.24% | +24+1.8% | Added |
| Values Added Financial LLC | 1,370 | $688.6K | 0.29% | −5−0.4% | Reduced |
| English Capital Management LLC | 1,371 | $689.1K | 0.43% | 00.0% | Unchanged |
| Jacobs Equity LLC | 1,371 | $689.1K | 0.66% | +1,371 | New |
| Moment Partners, LLC | 1,376 | $691.6K | 0.14% | −50−3.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,376 | $691.6K | 0.28% | +79+6.1% | Added |
| Sun Financial Inc | 1,377 | $692.1K | 0.39% | +1,377 | New |
| Christensen, King & Associates Investment Services, Inc. | 1,378 | $692.7K | 0.30% | +20+1.5% | Added |
| Ridgeline Wealth, LLC | 1,380 | $693.7K | 0.48% | +981+245.9% | Added |
| Miramar Capital, LLC | 1,381 | $694.2K | 0.15% | −40−2.8% | Reduced |
| Saxony Capital Management, LLC | 1,384 | $695.7K | 0.43% | +104+8.1% | Added |
| United Capital Management of KS, Inc. | 1,385 | $696.2K | 0.10% | +220+18.9% | Added |
| Lavaca Capital LLC | 1,386 | $696.7K | 0.12% | +650+88.3% | Added |
| Cetera Trust Company, N.A | 1,387 | $697.2K | 0.37% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,389 | $698.2K | 0.20% | 00.0% | Unchanged |
| Burk Holdings LLC | 1,389 | $698.2K | 0.33% | +124+9.8% | Added |
| Diamant Asset Management, Inc. | 1,390 | $698.7K | 0.51% | −450−24.5% | Reduced |
| Gleason Group, Inc. | 1,392 | $699.7K | 0.07% | −427−23.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 1,392 | $699.7K | 0.23% | −58−4.0% | Reduced |
| Andrews Advisory Associates, LLC | 1,393 | $700.2K | 0.37% | +1,393 | New |
| Accuvest Global Advisors | 1,394 | $701.0K | 0.52% | −233−14.3% | Reduced |
| James Hambro & Partners | 1,395 | $701.4K | 0.03% | −164−10.5% | Reduced |
| Cache Advisors, LLC | 1,396 | $701.7K | 0.09% | −5,895−80.9% | Reduced |
| SWP Financial LLC | 1,399 | $703.3K | 0.35% | +26+1.9% | Added |
| Warren Street Wealth Advisors, LLC | 1,400 | $703.7K | 0.20% | −217−13.4% | Reduced |
| North Forty Two & Co. | 1,400 | $703.7K | 0.66% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,402 | $704.7K | 0.42% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 1,458 | $705.1K | 0.79% | +1,458 | New |
| USAdvisors Wealth Management, LLC | 1,406 | $706.0K | 0.23% | +119+9.2% | Added |
| Goldstein Advisors, LLC | 1,405 | $706.2K | 0.08% | −33−2.3% | Reduced |
| Daybright Advisory Services, Inc. | 1,406 | $706.9K | 0.19% | +1,406 | New |
| Silverleafe Capital Partners, LLC | 1,410 | $708.7K | 0.21% | +302+27.3% | Added |
| PFW Advisors LLC | 1,412 | $709.7K | 0.21% | −121−7.9% | Reduced |
| Avos Capital Management, LLC | 1,414 | $710.7K | 0.31% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,415 | $711.3K | 0.43% | −88−5.9% | Reduced |
| Luminvest Wealth Management LLC | 1,416 | $711.8K | 0.20% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,416 | $711.8K | 0.07% | +480+51.3% | Added |
| Compass Financial Services Inc | 1,417 | $712.3K | 0.31% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 1,423 | $715.0K | 0.49% | +1+0.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,423 | $715.3K | 0.05% | 00.0% | Unchanged |
| CDKV Holdings LLC | 1,423 | $715.3K | 0.61% | +1,423 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,424 | $715.8K | 0.28% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,465 | $716.2K | 0.12% | +10+0.7% | Added |
| Wiregrass Investment Management LLC | 1,425 | $716.3K | 0.60% | +1,425 | New |
| Schiavi & Co LLC | 1,428 | $717.8K | 0.23% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 1,431 | $719.2K | 0.25% | −80−5.3% | Reduced |
| Members Wealth LLC | 1,490 | $720.4K | 0.45% | +11+0.7% | Added |
| Salomon & Ludwin, LLC | 1,448 | $721.9K | 0.06% | −60−4.0% | Reduced |
| FreeGulliver LLC | 1,439 | $723.3K | 0.32% | −241−14.3% | Reduced |
| Outlook Wealth Advisors, LLC | 1,441 | $724.3K | 0.16% | +200+16.1% | Added |
| Legacy Wealth Management, LLC | 1,443 | $725.3K | 0.19% | +494+52.1% | Added |
| Matauro, LLC | 1,443 | $725.5K | 0.11% | +101+7.5% | Added |