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 |
|---|---|---|---|---|---|
| Financial Planning Hawaii, Inc. | 1,444 | $725.8K | 0.42% | +1,444 | New |
| Wiser Advisor Group LLC | 1,448 | $727.8K | 0.83% | −99−6.4% | Reduced |
| Red Reef Advisors LLC | 1,448 | $727.8K | 0.74% | +1,448 | New |
| Sierra Summit Advisors LLC | 1,449 | $728.3K | 0.11% | −256−15.0% | Reduced |
| Payne Capital LLC | 1,450 | $728.8K | 0.74% | 00.0% | Unchanged |
| Foundry Financial LLC | 1,450 | $728.9K | 0.38% | +1,450 | New |
| Weinberger Asset Management, Inc | 1,451 | $729.3K | 0.26% | +12+0.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,452 | $729.8K | 0.03% | +41+2.9% | Added |
| Sentinel Trust Co Lba | 1,452 | $730.0K | 0.07% | −6−0.4% | Reduced |
| Villere St Denis J & Co LLC | 1,453 | $730.4K | 0.07% | 00.0% | Unchanged |
| Citizens & Northern Corp | 1,456 | $731.9K | 0.18% | −68−4.5% | Reduced |
| Trustco Bank Corp N Y | 1,456 | $731.9K | 0.66% | +116+8.7% | Added |
| Optimist Retirement Group LLC | 1,457 | $732.4K | 0.34% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,459 | $733.0K | 0.09% | −155−9.6% | Reduced |
| Oceanside Advisors LLC | 1,462 | $734.9K | 0.45% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,462 | $735.0K | 0.36% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,467 | $737.4K | 0.21% | −150−9.3% | Reduced |
| Centerline Wealth Advisors, LLC | 1,467 | $737.4K | 0.27% | −50−3.3% | Reduced |
| Auctus Advisors LLC | 1,467 | $737.4K | 0.68% | +1,467 | New |
| Horizons Wealth Management | 1,468 | $737.9K | 0.49% | −98−6.3% | Reduced |
| Balance Wealth, LLC | 1,468 | $737.9K | 0.24% | −393−21.1% | Reduced |
| Connable Office Inc | 1,471 | $739.4K | 0.07% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 1,473 | $740.4K | 0.56% | −101−6.4% | Reduced |
| Colter Lewis Investment Partners LLC | 1,473 | $740.4K | 0.86% | +1,473 | New |
| Daviman Financial, LLC | 1,475 | $741.4K | 0.44% | +1,475 | New |
| Fortitude Advisory Group L.L.C. | 1,479 | $743.4K | 0.32% | +95+6.9% | Added |
| Petros Family Wealth, LLC | 1,481 | $744.4K | 0.50% | −22−1.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,485 | $746.4K | 0.37% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 1,485 | $746.4K | 0.48% | +40+2.8% | Added |
| EnRich Financial Partners LLC | 1,486 | $746.9K | 0.20% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,489 | $748.4K | 0.09% | +1,489 | New |
| Chatterton & Associates Inc. | 1,490 | $748.9K | 0.64% | +1,490 | New |
| Persium Advisors, LLC | 1,492 | $750.0K | 0.55% | +89+6.3% | Added |
| American State Bank (Iowa) | 1,499 | $753.5K | 0.36% | +94+6.7% | Added |
| Citizens Business Bank | 1,499 | $753.5K | 0.12% | −25−1.6% | Reduced |
| HughesLittle Investment Management Ltd. | 1,500 | $754.0K | 0.12% | 00.0% | Unchanged |
| KTF Investments, LLC | 1,500 | $754.0K | 0.12% | +1,500 | New |
| Rogco, LP | 1,501 | $754.5K | 0.25% | +68+4.7% | Added |
| Opus Financial Solutions LLC | 1,501 | $754.5K | 0.71% | +1,501 | New |
| Core Wealth Management, Inc. | 1,502 | $755.0K | 0.24% | −69−4.4% | Reduced |
| Signet Financial Management, LLC | 1,502 | $755.0K | 0.08% | +112+8.1% | Added |
| Evergreen Wealth Partners LLC | 1,506 | $757.0K | 0.64% | +1,506 | New |
| Abound Financial, LLC | 1,506 | $757.0K | 0.29% | −57−3.6% | Reduced |
| Wealth Preservation Advisors, LLC | 1,508 | $758.0K | 0.38% | +680+82.1% | Added |
| American Institute for Advanced Investment Management, LLP | 1,508 | $758.0K | 0.49% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,509 | $758.5K | 0.19% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,510 | $759.0K | 0.36% | +198+15.1% | Added |
| Clearwater Capital Advisors, LLC | 1,513 | $760.6K | 0.06% | −176−10.4% | Reduced |
| 44 Wealth Management LLC | 1,517 | $762.5K | 0.26% | +69+4.8% | Added |
| One Wealth Advisors, LLC | 1,520 | $764.0K | 0.09% | −145−8.7% | Reduced |
| Compton Financial Group, LLC | 1,520 | $764.0K | 0.17% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 1,503 | $764.7K | 0.33% | +90+6.4% | Added |
| Guild Investment Management, Inc. | 1,522 | $765.0K | 0.57% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,525 | $766.5K | 0.28% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 1,526 | $767.0K | 0.33% | 00.0% | Unchanged |
| Carrera Capital Advisors | 1,529 | $768.6K | 0.13% | +423+38.2% | Added |
| Gould Asset Management LLC | 1,535 | $771.6K | 0.14% | −15−1.0% | Reduced |
| Ssi Investment Management LLC | 1,535 | $771.6K | 0.05% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 1,598 | $772.7K | 0.31% | 00.0% | Unchanged |
| Wise Wealth Partners | 1,539 | $773.7K | 1.11% | −324−17.4% | Reduced |
| DGS Capital Management, LLC | 1,540 | $774.1K | 0.13% | +29+1.9% | Added |
| Berkeley Capital Partners, LLC | 1,543 | $775.6K | 0.18% | +12+0.8% | Added |
| Hirtle Callaghan & Co LLC | 1,546 | $777.1K | 0.03% | +232+17.7% | Added |
| Clear Point Advisors Inc. | 1,546 | $777.1K | 0.60% | −225−12.7% | Reduced |
| GK Wealth Management LLC | 1,549 | $778.6K | 0.57% | +15+1.0% | Added |
| Advanced Portfolio Management, LLC | 1,551 | $779.6K | 2.38% | −147−8.7% | Reduced |
| Main Street Group, LTD | 1,551 | $779.6K | 0.27% | 00.0% | Unchanged |
| Verisail Partners, LLC | 1,551 | $779.6K | 0.32% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,553 | $780.6K | 0.65% | +159+11.4% | Added |
| Ironwood Financial, llc | 1,566 | $780.7K | 0.13% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,553 | $781.0K | 0.04% | −40−2.5% | Reduced |
| Vision Capital Management, Inc. | 1,554 | $781.1K | 0.09% | 00.0% | Unchanged |
| Iron Financial, LLC | 1,555 | $781.6K | 0.36% | −1−0.1% | Reduced |
| B&L Asset Management LLC | 1,556 | $782.1K | 0.35% | +590+61.1% | Added |
| Smith Partners Wealth Management, LLC | 1,558 | $783.1K | 0.72% | +1,558 | New |
| Parkwoods Wealth Partners, LLC | 1,560 | $784.1K | 0.23% | +61+4.1% | Added |
| Monument Group Wealth Advisors, LLC | 1,563 | $785.6K | 0.43% | +825+111.8% | Added |
| Scarborough Advisors, LLC | 1,565 | $786.6K | 0.13% | +38+2.5% | Added |
| Aua Capital Management, LLC | 1,565 | $786.6K | 0.39% | +195+14.2% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,566 | $787.1K | 0.41% | −265−14.5% | Reduced |
| QP Wealth Management, LLC | 1,567 | $787.7K | 0.69% | +1,567 | New |
| Melone Private Wealth, LLC | 1,572 | $790.2K | 0.34% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 1,577 | $792.7K | 0.49% | 00.0% | Unchanged |
| HWG Holdings LP | 1,577 | $792.7K | 0.19% | +60+4.0% | Added |
| Fortress Financial Group, LLC | 1,579 | $793.6K | 0.59% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,580 | $794.2K | 0.32% | +104+7.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,583 | $795.7K | 0.38% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 1,584 | $796.2K | 0.31% | −43−2.6% | Reduced |
| WealthCollab, LLC | 1,585 | $796.7K | 0.33% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,588 | $798.2K | 0.15% | +69+4.5% | Added |
| BKA Wealth Consulting, Inc. | 1,588 | $798.2K | 0.67% | +1,588 | New |
| Red Spruce Capital, LLC | 1,590 | $799.2K | 0.32% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,593 | $800.7K | 0.69% | +1,593 | New |
| Ark Wealth Advisors LLC | 1,593 | $800.7K | 0.86% | +1,593 | New |
| Guardian Capital, LLC | 1,594 | $801.2K | 0.72% | +1,594 | New |
| Bernardo Wealth Planning LLC | 1,595 | $801.7K | 0.15% | +294+22.6% | Added |
| Aquatic Capital Management LLC | 1,595 | $801.7K | 0.02% | +1,595 | New |
| Wealth Dimensions Group, Ltd. | 1,596 | $802.2K | 0.16% | −102−6.0% | Reduced |
| Optima Capital LLC | 1,597 | $802.7K | 0.35% | +50+3.2% | Added |
| Accel Wealth Management | 1,599 | $803.7K | 0.22% | +69+4.5% | Added |