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 |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 1,950 | $980.2K | 0.80% | −9−0.5% | Reduced |
| TrueWealth Advisors, LLC | 1,951 | $980.7K | 0.25% | −13−0.7% | Reduced |
| Capital CS Group, LLC | 1,951 | $980.7K | 1.55% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,951 | $981.0K | 0.34% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,952 | $981.2K | 0.18% | −588−23.1% | Reduced |
| Marco Investment Management LLC | 1,953 | $981.7K | 0.07% | −100−4.9% | Reduced |
| Seascape Capital Management | 1,958 | $984.0K | 0.28% | −731−27.2% | Reduced |
| Blue Edge Capital, LLC | 1,958 | $984.2K | 0.13% | −122−5.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,959 | $984.7K | 0.17% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,959 | $984.7K | 0.50% | +58+3.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,960 | $985.2K | 0.01% | −40−2.0% | Reduced |
| ABLE Financial Group, LLC | 1,962 | $986.2K | 0.20% | −20−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,964 | $987.2K | 0.17% | −581−22.8% | Reduced |
| ATLas Financial Planning LLC | 1,967 | $988.7K | 0.97% | +1,967 | New |
| MFA Wealth Services | 1,969 | $989.8K | 0.67% | −8−0.4% | Reduced |
| Transcendent Capital Group LLC | 1,970 | $990.2K | 0.45% | −17−0.9% | Reduced |
| Gerber, LLC | 1,971 | $990.7K | 0.55% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,972 | $991.0K | 1.01% | −144−6.8% | Reduced |
| Austin Wealth Management, LLC | 1,984 | $991.5K | 0.15% | −272−12.1% | Reduced |
| BCK Partners, Inc. | 1,974 | $992.2K | 0.54% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 1,975 | $992.7K | 0.73% | +1,975 | New |
| Campion Asset Management LLC | 1,976 | $993.2K | 0.69% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 1,977 | $993.7K | 0.03% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 1,974 | $994.6K | 0.28% | +66+3.5% | Added |
| CWS Financial Advisors, LLC | 1,982 | $996.3K | 0.27% | −21−1.0% | Reduced |
| Cherrydale Wealth Management, LLC | 1,982 | $996.3K | 0.30% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,987 | $998.8K | 0.15% | +10+0.5% | Added |
| Shelton Wealth Management, LLC | 1,988 | $999.3K | 0.44% | +3+0.2% | Added |
| Anderson Hoagland & Co | 1,988 | $999.3K | 0.09% | +63+3.3% | Added |
| Carr Financial Group Corp | 1,991 | $1.00M | 0.27% | −28−1.4% | Reduced |
| Opus Capital Group, LLC | 1,992 | $1.00M | 0.11% | +1,992 | New |
| Schoolcraft Capital LLC | 1,998 | $1.00M | 0.20% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 1,998 | $1.00M | 0.76% | +1,998 | New |
| Wealthedge Investment Advisors, LLC | 2,002 | $1.01M | 0.37% | −13−0.6% | Reduced |
| Blue Rock Wealth Management LLC | 2,003 | $1.01M | 0.63% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,003 | $1.01M | 0.30% | +20+1.0% | Added |
| Leigh Baldwin & Co., LLC | 2,003 | $1.01M | 0.66% | −302−13.1% | Reduced |
| Sylvest Advisors, LLC | 2,005 | $1.01M | 0.54% | +9+0.5% | Added |
| McClarren Financial Advisors, Inc. | 3,331 | $1.01M | 0.60% | −1,377−29.2% | Reduced |
| OneAscent Family Office, LLC | 2,010 | $1.01M | 0.68% | +166+9.0% | Added |
| Nemes Rush Group LLC | 2,010 | $1.01M | 0.10% | +81+4.2% | Added |
| Harold Davidson & Associates Inc. | 2,019 | $1.01M | 0.45% | +3+0.1% | Added |
| Wood Tarver Financial Group, LLC | 2,021 | $1.01M | 0.29% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,022 | $1.02M | 0.47% | +5+0.2% | Added |
| Integrity Advisory Solutions, LLC | 2,023 | $1.02M | 0.15% | +203+11.2% | Added |
| IMZ Advisory Inc | 2,024 | $1.02M | 0.37% | −10−0.5% | Reduced |
| Ade, LLC | 2,025 | $1.02M | 0.49% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,026 | $1.02M | 0.26% | −33−1.6% | Reduced |
| City National Bank of Florida | 2,028 | $1.02M | 0.67% | +224+12.4% | Added |
| Baron Wealth Management LLC | 2,033 | $1.02M | 0.31% | +130+6.8% | Added |
| EdgeRock Capital LLC | 2,035 | $1.02M | 0.27% | +125+6.5% | Added |
| Natural Investments, LLC | 2,036 | $1.02M | 0.25% | +2,036 | New |
| Mayar Capital Ltd. | 2,038 | $1.02M | 1.39% | 00.0% | Unchanged |
| PeakShares LLC | 2,040 | $1.03M | 1.00% | +2,040 | New |
| Hoxton Planning & Management, LLC | 2,043 | $1.03M | 0.31% | +66+3.3% | Added |
| Ulland Investment Advisors, LLC | 2,046 | $1.03M | 0.82% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,047 | $1.03M | 0.09% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,050 | $1.03M | 0.05% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,050 | $1.03M | 0.36% | +6+0.3% | Added |
| Stonehearth Capital Management, LLC | 2,050 | $1.03M | 0.38% | +110+5.7% | Added |
| Index Fund Advisors, Inc. | 2,053 | $1.03M | 0.05% | +3+0.1% | Added |
| Riverview Trust Co | 2,054 | $1.03M | 1.24% | +1,500+270.8% | Added |
| Maryland Capital Advisors Inc. | 2,058 | $1.03M | 0.35% | −100−4.6% | Reduced |
| Cambridge Financial Group, LLC | 2,055 | $1.04M | 0.36% | −163−7.3% | Reduced |
| Cascade Investment Advisors, Inc. | 2,060 | $1.04M | 0.61% | −120−5.5% | Reduced |
| Greenhouse Wealth Management, LLC | 2,060 | $1.04M | 0.61% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 2,061 | $1.04M | 0.38% | −92−4.3% | Reduced |
| Eddie Patel Inc | 2,063 | $1.04M | 0.77% | +2,063 | New |
| Carmel Capital Partners, LLC | 2,066 | $1.04M | 0.36% | +1,444+232.2% | Added |
| Security Financial Services, INC. | 2,067 | $1.04M | 0.16% | +26+1.3% | Added |
| Level Financial Advisors, Inc. | 2,069 | $1.04M | 0.27% | −54−2.5% | Reduced |
| Ipsen Advisor Group LLC | 2,070 | $1.04M | 0.74% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 2,070 | $1.04M | 0.16% | +100+5.1% | Added |
| LJI Wealth Management, LLC | 2,073 | $1.04M | 0.16% | +15+0.7% | Added |
| Verus Financial Partners, Inc. | 2,157 | $1.04M | 0.10% | +285+15.2% | Added |
| Ayrshire Capital Management LLC | 2,075 | $1.04M | 0.48% | −193−8.5% | Reduced |
| Aristotle Capital Management, LLC | 2,075 | $1.04M | 0.00% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 2,075 | $1.04M | 1.00% | +2,075 | New |
| Twelve Points Wealth Management LLC | 2,093 | $1.04M | 0.24% | +66+3.3% | Added |
| Tempus Wealth Planning, LLC | 2,079 | $1.05M | 0.24% | −7−0.3% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,080 | $1.05M | 0.35% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 2,080 | $1.05M | 0.65% | +830+66.4% | Added |
| Goldenstone Wealth Management LLC | 2,080 | $1.05M | 0.78% | +2,080 | New |
| Coastline Complete Wealth LLC | 2,080 | $1.05M | 0.66% | +2,080 | New |
| Betterment LLC | 2,083 | $1.05M | 0.00% | +665+46.9% | Added |
| Rosenberg Matthew Hamilton | 2,084 | $1.05M | 0.22% | +125+6.4% | Added |
| Brand Asset Management Group, Inc. | 2,087 | $1.05M | 0.29% | +703+50.8% | Added |
| Elk River Wealth Management, LLC | 2,087 | $1.05M | 0.17% | −23−1.1% | Reduced |
| Sendero Wealth Management, LLC | 2,088 | $1.05M | 0.12% | +155+8.0% | Added |
| Family Office Research LLC | 2,095 | $1.05M | 0.43% | −69−3.2% | Reduced |
| Cascade Investment Group, Inc. | 2,096 | $1.05M | 0.70% | +99+5.0% | Added |
| First United Bank Trust | 2,104 | $1.06M | 0.34% | −875−29.4% | Reduced |
| Shoker Investment Counsel, Inc. | 2,105 | $1.06M | 0.31% | −309−12.8% | Reduced |
| Elm Partners Management LLC | 2,110 | $1.06M | 0.04% | +301+16.6% | Added |
| Act Wealth Management, LLC | 2,113 | $1.06M | 0.35% | −63−2.9% | Reduced |
| Bank of Jackson Hole Trust | 2,117 | $1.06M | 0.51% | +257+13.8% | Added |
| Motive Wealth Advisors | 2,119 | $1.07M | 0.45% | −7−0.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,119 | $1.07M | 0.31% | +1,084+104.7% | Added |
| Tarbox Family Office, Inc. | 2,120 | $1.07M | 0.17% | −62−2.8% | Reduced |
| KWB Wealth | 2,121 | $1.07M | 0.10% | −3,414−61.7% | Reduced |