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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1,892 | $804.3K | 0.20% | +299+18.8% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,585 | $805.3K | 0.58% | +293+22.7% | Added |
| Ridgecrest Wealth Partners, LLC | 1,606 | $807.3K | 0.44% | −452−22.0% | Reduced |
| Clarion Wealth Managment Partners, LLC | 1,606 | $807.3K | 0.75% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 1,608 | $808.3K | 0.20% | −131−7.5% | Reduced |
| Wealth Management Partners, LLC | 1,611 | $809.8K | 0.23% | −21−1.3% | Reduced |
| Fonville Wealth Management LLC | 1,611 | $809.9K | 0.17% | +549+51.7% | Added |
| Berkshire Money Management, Inc. | 1,612 | $810.3K | 0.08% | +1,612 | New |
| Dorato Capital Management | 1,646 | $811.7K | 0.61% | +1,646 | New |
| Arvest Investments, Inc. | 1,615 | $811.8K | 0.11% | +314+24.1% | Added |
| Oak Asset Management, LLC | 1,615 | $811.8K | 0.28% | −50−3.0% | Reduced |
| Financial Network Wealth Advisors LLC | 1,617 | $812.8K | 0.85% | −22−1.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,618 | $813.3K | 0.36% | −1−0.1% | Reduced |
| Rik Saylor Financial, Inc. | 1,618 | $813.3K | 0.60% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,618 | $813.3K | 0.16% | +1,000+161.8% | Added |
| Integrity Wealth Solutions LLC | 1,619 | $813.6K | 0.32% | 00.0% | Unchanged |
| TrustBank | 1,620 | $814.3K | 0.34% | +1,620 | New |
| Goodman Financial Corp | 1,621 | $814.8K | 0.15% | +219+15.6% | Added |
| Etesian Wealth Advisors, Inc. | 1,624 | $816.3K | 0.26% | −25−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 1,706 | $819.8K | 0.37% | +25+1.5% | Added |
| MQS Management LLC | 1,631 | $819.8K | 0.48% | +592+57.0% | Added |
| Gaddis Premier Wealth Advisors LLC | 1,631 | $819.8K | 0.62% | +1,631 | New |
| Alpha Financial Partners, LLC | 1,632 | $820.3K | 0.50% | −108−6.2% | Reduced |
| Port Capital LLC | 1,636 | $822.3K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,637 | $822.8K | 0.63% | +26+1.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,675 | $823.0K | 0.31% | +821+96.1% | Added |
| Global Financial Private Client, LLC | 1,639 | $824.0K | 0.29% | +27+1.7% | Added |
| Curran Financial Partners, LLC | 1,640 | $824.3K | 0.16% | +101+6.6% | Added |
| Define Financial, LLC | 1,640 | $824.3K | 0.47% | +227+16.1% | Added |
| PAX Financial Group, LLC | 1,642 | $825.4K | 0.14% | −161−8.9% | Reduced |
| Coign Capital Advisors LLC | 1,644 | $826.4K | 0.43% | +30+1.9% | Added |
| Redmont Wealth Advisors LLC | 1,647 | $827.9K | 1.25% | −417−20.2% | Reduced |
| Blue Line Capital, LLC | 1,649 | $828.9K | 0.98% | +1,649 | New |
| Legend Capital Advisors LLC | 1,649 | $828.9K | 0.46% | +1,649 | New |
| Tower Wealth Partners, Inc. | 1,650 | $829.4K | 0.46% | +72+4.6% | Added |
| Vantage Financial Partners, LLC | 1,651 | $829.6K | 0.17% | −9−0.5% | Reduced |
| Essential Partners LLC | 1,652 | $830.4K | 0.26% | +32+2.0% | Added |
| Lifeworks Advisors, LLC | 1,654 | $831.4K | 0.11% | −153−8.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,658 | $833.4K | 0.14% | 00.0% | Unchanged |
| Argent Capital Management LLC | 1,658 | $833.4K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 1,660 | $834.4K | 0.20% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 1,661 | $834.9K | 0.08% | −432−20.6% | Reduced |
| Foresight Capital Management Advisors, Inc. | 1,662 | $835.4K | 0.45% | +53+3.3% | Added |
| Rainier Family Wealth Inc | 1,663 | $835.9K | 0.63% | +633+61.5% | Added |
| Drake & Associates, LLC | 1,667 | $837.9K | 0.17% | −75−4.3% | Reduced |
| Greenup Street Wealth Management LLC | 1,669 | $839.1K | 0.12% | −3,260−66.1% | Reduced |
| Investment Management Corp | 1,671 | $839.9K | 0.70% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,674 | $841.4K | 0.14% | +5+0.3% | Added |
| Lazari Capital Management, Inc. | 1,676 | $842.7K | 0.28% | +68+4.2% | Added |
| Advantage Trust Co | 1,677 | $842.9K | 0.38% | −786−31.9% | Reduced |
| Northern Capital Management, Inc. | 1,677 | $842.9K | 0.45% | −9−0.5% | Reduced |
| Vega Investment Solutions | 1,677 | $842.9K | 0.13% | +1,677 | New |
| Orion Investment Co | 1,678 | $843.4K | 0.26% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,678 | $843.4K | 0.44% | 00.0% | Unchanged |
| Directional Asset Management | 1,678 | $843.4K | 0.74% | +1,678 | New |
| Vista Investment Management | 1,680 | $844.5K | 0.28% | −25−1.5% | Reduced |
| Hilton Head Capital Partners, LLC | 1,681 | $845.0K | 0.49% | +1,681 | New |
| Seeds Investor LLC | 1,682 | $845.5K | 0.16% | +204+13.8% | Added |
| Robinson Smith Wealth Advisors LLC | 1,684 | $846.5K | 0.58% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 1,685 | $847.0K | 0.67% | −96−5.4% | Reduced |
| Lionshead Wealth Management, LLC | 1,687 | $848.0K | 0.64% | +22+1.3% | Added |
| Westwood Wealth Management | 1,687 | $848.0K | 0.64% | +1,687 | New |
| KFA Private Wealth Group, LLC | 1,688 | $848.5K | 0.21% | +60+3.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,690 | $849.5K | 0.21% | +115+7.3% | Added |
| Central Bank & Trust Co | 1,693 | $851.0K | 0.13% | −34−2.0% | Reduced |
| Collaborative Wealth Managment Inc. | 1,694 | $851.5K | 0.30% | +756+80.6% | Added |
| Cape Investment Advisory, Inc. | 1,698 | $853.5K | 0.26% | +933+122.0% | Added |
| Bogart Wealth, LLC | 1,699 | $854.0K | 0.03% | −144−7.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,699 | $854.0K | 0.15% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 1,701 | $855.0K | 0.16% | −50−2.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,704 | $856.5K | 0.04% | +384+29.1% | Added |
| Horizon Investment Services, LLC | 1,706 | $857.5K | 0.31% | +1,706 | New |
| Paradigm, Strategies in Wealth Management, LLC | 1,709 | $859.0K | 0.56% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,711 | $860.0K | 0.31% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,713 | $861.0K | 0.53% | 00.0% | Unchanged |
| Gutierrez Wealth Advisory, LLC | 1,715 | $862.0K | 0.54% | +280+19.5% | Added |
| Johnson & White Wealth Management, LLC | 1,716 | $862.5K | 0.38% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 1,717 | $863.0K | 0.08% | +94+5.8% | Added |
| B&D White Capital Company, LLC | 1,718 | $863.6K | 0.10% | −6,506−79.1% | Reduced |
| Successful Portfolios LLC | 1,732 | $864.4K | 0.44% | +1,732 | New |
| Kure Advisory, LLC | 1,722 | $865.6K | 0.48% | +107+6.6% | Added |
| Keating Financial Advisory Services, Inc. | 1,722 | $865.6K | 0.12% | +1,722 | New |
| Wall Street Financial Group, Inc. | 1,723 | $866.1K | 0.63% | +82+5.0% | Added |
| Cora Capital Advisors LLC | 1,723 | $866.1K | 0.34% | +276+19.1% | Added |
| Crestmont Private Wealth LLC | 1,725 | $867.1K | 0.28% | −18−1.0% | Reduced |
| Anson Funds Management LP | 1,727 | $868.1K | 0.12% | +116+7.2% | Added |
| Birchcreek Wealth Management, LLC | 1,729 | $869.0K | 0.43% | −340−16.4% | Reduced |
| William Allan, LLC | 1,737 | $873.1K | 0.50% | −233−11.8% | Reduced |
| Keb Asset Management, LLC | 1,737 | $873.3K | 0.18% | +11+0.6% | Added |
| Mainsail Asset Management, LLC | 1,739 | $874.1K | 0.37% | +125+7.7% | Added |
| Beirne Wealth Consulting Services, LLC | 1,739 | $874.4K | 0.25% | −40−2.2% | Reduced |
| EJMK Ventures LLC | 1,740 | $874.6K | 0.54% | +1,740 | New |
| Cooper/Haims Advisors, LLC | 1,741 | $875.1K | 0.40% | +37+2.2% | Added |
| August Group Capital Ltd | 1,743 | $875.6K | 0.97% | +1,743 | New |
| SFG Wealth Management, LLC. | 1,749 | $879.1K | 0.35% | +450+34.6% | Added |
| Lecap Asset Management Ltd | 1,750 | $879.6K | 0.35% | +398+29.4% | Added |
| McMahon Financial Advisors, LLC | 1,752 | $880.6K | 0.19% | −40−2.2% | Reduced |
| Exchange Bank | 1,752 | $880.6K | 0.61% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,754 | $881.6K | 0.43% | 00.0% | Unchanged |
| FMB Wealth Management | 1,759 | $884.2K | 0.35% | −4−0.2% | Reduced |