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; 4,931 institutions reported holding it in 13F filings for Q2 2026, worth $460.5B 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
- 4,900
- +408 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
- 541
- 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 | 4,931 | $460.5B |
| Q1 2026 | 4,889 | $436.4B |
| Q4 2025 | 4,900 | $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 |
|---|---|---|---|---|---|
| Clay Northam Wealth Management, LLC | 1,760 | $884.7K | 0.49% | −25−1.4% | Reduced |
| Hyposwiss Advisors SA | 1,760 | $884.7K | 0.87% | +1,760 | New |
| Heritage Family Offices, LLP | 1,760 | $884.7K | 0.40% | +53+3.1% | Added |
| Meramec Financial Planners, LLC | 1,744 | $886.1K | 0.35% | +1,744 | New |
| Navalign, LLC | 1,764 | $886.7K | 0.22% | 00.0% | Unchanged |
| Human Investing LLC | 1,767 | $888.1K | 0.13% | −59−3.2% | Reduced |
| Martin Capital Advisors, LLP | 1,767 | $888.2K | 0.52% | 00.0% | Unchanged |
| Great Waters Wealth Management | 1,768 | $888.6K | 0.10% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,769 | $889.0K | 0.01% | +187+11.8% | Added |
| Investment Counsel Co of Nevada | 1,769 | $889.2K | 1.91% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,771 | $890.2K | 0.51% | −50−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 1,771 | $890.2K | 0.23% | +512+40.7% | Added |
| CAP Partners, LLC | 1,772 | $890.7K | 0.50% | −69−3.7% | Reduced |
| DT Investment Partners, LLC | 1,772 | $890.7K | 0.07% | +6+0.3% | Added |
| Tripletail Wealth Management, LLC | 1,773 | $891.2K | 1.13% | −339−16.1% | Reduced |
| Yoder Wealth Management, Inc. | 1,773 | $891.2K | 0.41% | +31+1.8% | Added |
| PFC Capital Group, Inc. | 1,775 | $892.0K | 0.37% | +300+20.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 1,775 | $892.2K | 0.31% | −2,100−54.2% | Reduced |
| Sterling Wealth Management, Inc. | 1,775 | $892.2K | 0.25% | −100−5.3% | Reduced |
| Olistico Wealth, LLC | 1,775 | $892.2K | 0.44% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 1,779 | $894.2K | 0.89% | +1,779 | New |
| Atom Investors LP | 1,781 | $895.2K | 0.07% | +8+0.5% | Added |
| Dearborn Partners LLC | 1,785 | $897.2K | 0.04% | −43−2.4% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,785 | $897.2K | 0.38% | +440+32.7% | Added |
| Fairvoy Private Wealth, LLC | 1,787 | $898.2K | 0.20% | +72+4.2% | Added |
| Heritage Wealth Management, Inc./Texas | 1,788 | $898.7K | 0.39% | 00.0% | Unchanged |
| Thryve Wealth Management LLC | 1,789 | $899.2K | 0.44% | +1,789 | New |
| Northern Lights Advisors, Inc. | 1,791 | $900.2K | 0.62% | +1,791 | New |
| New Covenant Trust Company, N.A. | 1,814 | $901.3K | 0.81% | +51+2.9% | Added |
| Thoma Capital Management LLC | 1,796 | $902.8K | 0.52% | +31+1.8% | Added |
| Grove Street Fiduciary, LLC | 1,800 | $904.8K | 0.38% | 00.0% | Unchanged |
| Capital Square, LLC | 1,801 | $905.3K | 0.46% | +131+7.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,812 | $910.8K | 0.10% | 00.0% | Unchanged |
| Asset Planning Services Inc | 1,815 | $912.0K | 0.40% | −150−7.6% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 1,817 | $913.3K | 0.58% | +1,817 | New |
| BetterWealth, LLC | 1,818 | $913.8K | 0.21% | −18−1.0% | Reduced |
| Prosperitas Financial LLC | 1,819 | $914.3K | 0.36% | +26+1.5% | Added |
| Old North State Trust, LLC | 1,829 | $919.0K | 0.54% | −177−8.8% | Reduced |
| Sequent Planning LLC | 1,830 | $919.9K | 0.23% | −5−0.3% | Reduced |
| TigerOak Management, L.L.C. | 1,833 | $921.4K | 0.28% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 1,835 | $922.4K | 0.40% | −3−0.2% | Reduced |
| VERITY Wealth Advisors | 1,835 | $922.4K | 0.57% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,837 | $923.4K | 0.46% | +485+35.9% | Added |
| Smithbridge Asset Management Inc | 1,840 | $924.9K | 0.08% | +800+76.9% | Added |
| Optivise Advisory Services LLC | 1,840 | $925.0K | 0.53% | +269+17.1% | Added |
| Boyar Asset Management Inc. | 1,843 | $926.4K | 0.59% | −135−6.8% | Reduced |
| Bruni J V & Co | 1,844 | $926.9K | 0.09% | −13−0.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,845 | $927.4K | 0.07% | −48,946−96.4% | Reduced |
| Gordian Advisors LLC | 1,852 | $930.9K | 0.62% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,860 | $934.9K | 0.14% | +100+5.7% | Added |
| High Net Worth Advisory Group LLC | 1,862 | $935.9K | 0.22% | −600−24.4% | Reduced |
| Strong Retirement Solutions LLC | 1,862 | $935.9K | 0.63% | +1,862 | New |
| Alpha Advisors, LLC | 1,862 | $935.9K | 0.72% | −11−0.6% | Reduced |
| Meritas Wealth Management, LLC | 1,866 | $937.9K | 0.45% | −59−3.1% | Reduced |
| Stenahm Asset Managment Ltd | 1,867 | $938.4K | 0.47% | +279+17.6% | Added |
| Bigelow Investment Advisors, LLC | 1,875 | $942.5K | 0.37% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,875 | $942.5K | 0.14% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 1,877 | $943.5K | 0.24% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,878 | $944.0K | 0.65% | −17−0.9% | Reduced |
| First Pacific Financial | 1,879 | $944.5K | 0.12% | −83−4.2% | Reduced |
| Legacy Wealth Advisors, LLC | 1,879 | $944.5K | 0.62% | +1,879 | New |
| 1620 Investment Advisors, Inc. | 1,880 | $945.3K | 0.63% | −59−3.0% | Reduced |
| Cedar Mountain Advisors, LLC | 1,882 | $946.0K | 0.18% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,883 | $946.5K | 0.53% | −635−25.2% | Reduced |
| M.E. Allison & Co., Inc. | 1,883 | $946.5K | 0.64% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 1,884 | $947.0K | 0.13% | +5+0.3% | Added |
| Sage Investment Advisers LLC | 1,885 | $947.5K | 0.71% | +1,885 | New |
| Souders Financial Advisors | 1,886 | $948.0K | 0.11% | +27+1.5% | Added |
| Dynamic Financial Group | 1,887 | $948.3K | 0.81% | −236−11.1% | Reduced |
| Harbor Group, Inc. | 1,887 | $948.5K | 0.14% | −334−15.0% | Reduced |
| Fortem Financial Group, LLC | 1,889 | $949.5K | 0.25% | −100−5.0% | Reduced |
| Raffa Wealth Management, LLC | 1,889 | $949.5K | 0.15% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,889 | $949.5K | 0.51% | +55+3.0% | Added |
| Trillium Asset Management, LLC | 1,890 | $950.0K | 0.03% | −39−2.0% | Reduced |
| Prota Financial, LLC | 1,892 | $951.0K | 0.68% | +1,892 | New |
| Stableford Capital II LLC | 1,896 | $953.0K | 0.34% | −53−2.7% | Reduced |
| Isthmus Partners, LLC | 1,896 | $953.0K | 0.11% | +1,896 | New |
| Rydar Equities, Inc. | 1,898 | $954.0K | 0.74% | −160−7.8% | Reduced |
| WestHill Financial Advisors, Inc. | 1,899 | $954.5K | 0.18% | −103−5.1% | Reduced |
| Planned Solutions, Inc. | 1,902 | $956.0K | 0.31% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,903 | $956.5K | 0.15% | −35−1.8% | Reduced |
| Wallington Asset Management, LLC | 1,903 | $956.5K | 0.12% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $957.5K | 0.81% | – | – |
| Acorn Creek Capital LLC | 1,906 | $958.1K | 0.34% | +14+0.7% | Added |
| Whalen Wealth Management Inc. | 1,906 | $958.1K | 0.51% | +1,906 | New |
| Selective Wealth Management, Inc. | 1,946 | $958.6K | 0.30% | −154−7.3% | Reduced |
| Rakuten Securities, Inc. | 1,921 | $965.6K | 0.31% | +150+8.5% | Added |
| Vanguard Capital Wealth Advisors | 1,923 | $966.6K | 0.77% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,924 | $967.1K | 0.39% | +224+13.2% | Added |
| Pandora Wealth, Inc. | 1,931 | $970.6K | 0.59% | −415−17.7% | Reduced |
| Sunbeam Capital Management, LLC | 1,931 | $970.6K | 0.58% | −15−0.8% | Reduced |
| Johnson Financial Group, LLC | 1,931 | $970.6K | 0.06% | +128+7.1% | Added |
| NFP Retirement, Inc. | 1,931 | $970.6K | 0.06% | −11−0.6% | Reduced |
| Thrive Capital Management, LLC | 1,932 | $971.1K | 0.22% | +75+4.0% | Added |
| Excelsior Advisor Network LLC | 1,935 | $972.6K | 0.47% | +1,935 | New |
| Reuter James Wealth Management, LLC | 1,940 | $975.1K | 0.13% | −11−0.6% | Reduced |
| Emerald Advisors, LLC | 1,943 | $976.6K | 0.13% | −76−3.8% | Reduced |
| Juncture Wealth Strategies, LLC | 1,944 | $977.2K | 0.32% | −92−4.5% | Reduced |
| Total Investment Management Inc | 1,944 | $977.2K | 0.13% | +6+0.3% | Added |
| OLIO Financial Planning | 1,949 | $979.7K | 0.27% | −83−4.1% | Reduced |