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; 4,928 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
- 4,898
- +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 | 4,928 | $460.4B |
| Q1 2026 | 4,887 | $436.4B |
| Q4 2025 | 4,898 | $452.2B |
| Q3 2025 | 4,584 | $439.7B |
| Q2 2025 | 4,585 | $425.8B |
| Q1 2025 | 4,558 | $467.6B |
| Q4 2024 | 4,516 | $395.0B |
| Q3 2024 | 4,105 | $396.3B |
| Q2 2024 | 4,032 | $349.5B |
| Q1 2024 | 3,996 | $356.9B |
| Q4 2023 | 3,912 | $303.8B |
| Q3 2023 | 3,640 | $296.6B |
| Q2 2023 | 3,596 | $287.0B |
| Q1 2023 | 3,540 | $257.1B |
| Q4 2022 | 3,556 | $259.6B |
| Q3 2022 | 3,328 | $223.1B |
| Q2 2022 | 3,365 | $228.8B |
| Q1 2022 | 3,437 | $300.8B |
| Q4 2021 | 3,400 | $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 |
|---|---|---|---|---|---|
| Permanent Capital Management, LP | 423 | $212.6K | 0.04% | +423 | New |
| Five Pine Wealth Management | 425 | $213.6K | 0.14% | −31−6.8% | Reduced |
| William Howard & Co Financial Advisors Inc | 428 | $215.1K | 0.18% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 428 | $215.1K | 0.07% | +428 | New |
| High Falls Advisors, Inc | 429 | $215.6K | 0.04% | −50−10.4% | Reduced |
| Tandem Financial, LLC | 476 | $215.8K | 0.26% | −660−58.1% | Reduced |
| NewCorp Financial Services, Inc. | 430 | $216.1K | 0.19% | +430 | New |
| Rockport Wealth LLC | 430 | $216.1K | 0.04% | −42−8.9% | Reduced |
| GR Financial Group, LLC | 430 | $216.4K | 0.05% | −74−14.7% | Reduced |
| Summit Wealth Partners, LLC | 433 | $217.6K | 0.04% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 433 | $217.6K | 0.08% | +433 | New |
| Cultivar Capital, Inc. | 435 | $218.7K | 0.14% | +435 | New |
| Melfa Wealth Management, LLC | 436 | $219.2K | 0.13% | +14+3.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 436 | $219.2K | 0.34% | +436 | New |
| Dakota Community Bank & Trust NA | 438 | $220.2K | 0.76% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 438 | $220.2K | 0.12% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 438 | $220.2K | 0.20% | +438 | New |
| AdviceOne Advisory Services, LLC | 439 | $220.7K | 0.13% | +439 | New |
| Briggs Wealth Management, Inc | 440 | $221.2K | 0.24% | +440 | New |
| STAR Financial Bank | 442 | $222.2K | 0.11% | −34−7.1% | Reduced |
| Jeppson Wealth Management, LLC | 442 | $222.2K | 0.07% | 00.0% | Unchanged |
| Charis Legacy Partners, LLC | 443 | $222.7K | 0.33% | −86−16.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 450 | $223.6K | 0.07% | −77−14.6% | Reduced |
| Advisortrust Partners, LLC | 446 | $224.2K | 0.10% | +446 | New |
| LifeGoal Wealth Advisors | 448 | $225.2K | 0.15% | −55−10.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 449 | $225.7K | 0.08% | −150−25.0% | Reduced |
| TPG Financial Advisors, LLC | 449 | $225.7K | 0.08% | +33+7.9% | Added |
| Prospera Capital Management, LLC | 449 | $225.7K | 0.11% | +45+11.1% | Added |
| InvesTrust | 450 | $226.2K | 0.09% | −15−3.2% | Reduced |
| Kuhn & Co Investment Counsel | 450 | $226.2K | 0.15% | +36+8.7% | Added |
| Cumberland Partners Ltd | 450 | $226.2K | 0.01% | +450 | New |
| BostonPremier Wealth LLC | 451 | $226.7K | 0.12% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 452 | $227.2K | 0.15% | +452 | New |
| WealthCare Investment Partners, LLC | 458 | $227.6K | 0.07% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 454 | $228.1K | 0.07% | −237−34.3% | Reduced |
| NBZ Investment Advisors LLC | 455 | $228.7K | 0.10% | −1,245−73.2% | Reduced |
| Luminist Capital LLC | 455 | $228.7K | 0.28% | −8−1.7% | Reduced |
| Allen Wealth Management, LLC | 457 | $229.7K | 0.14% | −7−1.5% | Reduced |
| Mullooly Asset Management, Inc. | 457 | $229.7K | 0.08% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 457 | $229.7K | 0.00% | +457 | New |
| Key Capital Management, INC | 457 | $229.7K | 0.23% | +457 | New |
| Financial Advisory Corp | 457 | $229.7K | 0.03% | −10−2.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 459 | $230.7K | 0.14% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 459 | $230.7K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 460 | $231.1K | 0.13% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 460 | $231.2K | 0.05% | −4−0.9% | Reduced |
| BlueStem Wealth Partners, LLC | 460 | $231.2K | 0.03% | +15+3.4% | Added |
| Bienville Capital Management, LLC | 460 | $231.2K | 0.04% | +60+15.0% | Added |
| Stegner Investment Associates Inc. | 462 | $232.2K | 0.12% | −4−0.9% | Reduced |
| Laffer Tengler Investments | 464 | $233.2K | 0.04% | −25−5.1% | Reduced |
| Integrated Quantitative Investments LLC | 464 | $233.2K | 0.05% | +37+8.7% | Added |
| Maren Capital LLC | 465 | $233.7K | 0.01% | −210−31.1% | Reduced |
| 180 GPS Investments IC Ltd | 508 | $234.2K | 0.19% | −27,754−98.2% | Reduced |
| Schulz Wealth, LTD. | 466 | $234.2K | 0.15% | +6+1.3% | Added |
| Inceptionr LLC | 468 | $235.2K | 0.07% | −3,366−87.8% | Reduced |
| Manning & Napier Advisors LLC | 468 | $235.7K | 0.00% | +347+286.8% | Added |
| Wealthstar Advisors, LLC | 469 | $235.7K | 0.13% | −2,062−81.5% | Reduced |
| Steinberganna Wealth Management | 469 | $235.7K | 0.11% | −4−0.8% | Reduced |
| Innova Wealth Partners | 470 | $236.2K | 0.12% | −383−44.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 476 | $237.3K | 0.04% | +476 | New |
| Zinnia Wealth Advisory, LLC | 473 | $237.8K | 0.26% | +473 | New |
| Macroview Investment Management LLC | 473 | $237.8K | 0.16% | +473 | New |
| MSA Advisors, LLC | 475 | $238.8K | 0.06% | 00.0% | Unchanged |
| Santori & Peters | 475 | $238.8K | 0.08% | +40+9.2% | Added |
| POM Investment Strategies, LLC | 475 | $238.8K | 0.12% | +60+14.5% | Added |
| Fulcrum Capital LLC | 476 | $239.3K | 0.05% | −2−0.4% | Reduced |
| Pingora Partners LLC | 477 | $239.8K | 0.15% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 477 | $239.8K | 0.13% | +477 | New |
| Orgel Wealth Management, LLC | 477 | $239.8K | 0.01% | 00.0% | Unchanged |
| Troutman Wealth Management, LLC | 480 | $241.3K | 0.20% | +480 | New |
| New Dimensions Wealth Management, LLC | 481 | $241.8K | 0.21% | 00.0% | Unchanged |
| Beck Bode, LLC | 482 | $242.3K | 0.04% | −3−0.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 482 | $242.3K | 0.15% | +2+0.4% | Added |
| True Wealth Design, LLC | 482 | $242.3K | 0.07% | +1+0.2% | Added |
| Ghe, LLC | 500 | $242.9K | 0.08% | +500 | New |
| Dedeker Financial LLC | 484 | $243.1K | 0.22% | +484 | New |
| Castleview Partners, LLC | 484 | $243.3K | 0.12% | +14+3.0% | Added |
| Topel & Distasi Wealth Management, LLC | 485 | $243.8K | 0.12% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 485 | $243.8K | 0.18% | +29+6.4% | Added |
| Pioneer Family Office, LLC | 485 | $243.8K | 0.16% | +485 | New |
| Flower City Capital | 485 | $243.8K | 0.12% | −152−23.9% | Reduced |
| Cassady Wealth & Retirement Planning, LLC | 487 | $244.8K | 0.16% | +487 | New |
| SS&H Financial Advisors, Inc. | 488 | $245.0K | 0.07% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 487 | $245.0K | 0.18% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 488 | $245.3K | 0.01% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 489 | $245.8K | 0.06% | 00.0% | Unchanged |
| Delta Wealth Advisors LLC | 491 | $246.8K | 0.21% | −20−3.9% | Reduced |
| Copia Wealth Management | 492 | $247.3K | 0.18% | +15+3.1% | Added |
| WPG Advisers, LLC | 492 | $247.3K | 0.18% | +95+23.9% | Added |
| Barry Investment Advisors, LLC | 493 | $247.8K | 0.06% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 494 | $248.3K | 0.04% | +494 | New |
| RBA Wealth Management, LLC | 495 | $248.8K | 0.08% | +5+1.0% | Added |
| John Boyer, Inc. | 495 | $248.8K | 0.25% | +495 | New |
| Greenfield Seitz Capital Management, LLC | 498 | $250.3K | 0.08% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 498 | $250.4K | 0.08% | 00.0% | Unchanged |
| McCarthy & Cox | 500 | $251.3K | 3.05% | −1,077−68.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 500 | $251.3K | 0.30% | 00.0% | Unchanged |
| Ellerson Group Inc | 500 | $251.3K | 0.17% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 500 | $251.3K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 500 | $251.3K | 0.02% | 00.0% | Unchanged |