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
- 4,899
- +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
- 1,936 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 | 4,888 | $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 | 3,401 | $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 |
|---|---|---|---|---|---|
| Sound Stewardship, LLC | 573 | $288.0K | 0.14% | −21−3.5% | Reduced |
| Blue Barn Wealth, LLC | 574 | $288.5K | 0.42% | −117−16.9% | Reduced |
| Capital Squared Financial LLC | 574 | $288.5K | 0.23% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 575 | $289.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 577 | $290.0K | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 579 | $291.0K | 0.03% | 00.0% | Unchanged |
| KDK Private Wealth Management, LLC | 581 | $292.0K | 0.25% | +581 | New |
| Disciplined Investments, LLC | 582 | $292.5K | 0.11% | +25+4.5% | Added |
| Signal Tree Financial Partners LLC | 584 | $293.5K | 0.22% | −112−16.1% | Reduced |
| Nicollet Investment Management, Inc. | 587 | $295.0K | 0.09% | −15−2.5% | Reduced |
| HTG Investment Advisors, Inc. | 588 | $295.4K | 0.09% | −50−7.8% | Reduced |
| Claris Advisors, LLC | 588 | $295.6K | 0.09% | −190−24.4% | Reduced |
| Koenig Investment Advisory, LLC | 588 | $295.6K | 0.24% | +588 | New |
| Paladin Advisory Group, LLC | 590 | $296.6K | 0.22% | +81+15.9% | Added |
| Liberty Atlantic Advisors LLC | 590 | $296.6K | 0.29% | +590 | New |
| Machina Capital S.A.S. | 593 | $298.1K | 0.06% | −3,932−86.9% | Reduced |
| Teza Capital Management LLC | 593 | $298.1K | 0.96% | +593 | New |
| Omega Financial Group, LLC | 594 | $298.6K | 0.10% | −133−18.3% | Reduced |
| Conservest Capital Advisors, Inc. | 595 | $299.1K | 0.03% | −55−8.5% | Reduced |
| Torrey Growth & Income Advisors | 595 | $299.1K | 0.10% | +78+15.1% | Added |
| Eastover Investment Advisors LLC | 596 | $299.6K | 0.13% | −15−2.5% | Reduced |
| Cottage Street Advisors LLC | 597 | $300.1K | 0.13% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 597 | $300.1K | 0.14% | +26+4.6% | Added |
| Legacy Wealth Managment, LLC | 597 | $300.1K | 0.14% | −48−7.4% | Reduced |
| Wealth Advisors Northwest LLC | 598 | $300.6K | 0.13% | +32+5.7% | Added |
| Legal Advantage Investments, Inc. | 599 | $301.1K | 0.14% | −1−0.2% | Reduced |
| Skylands Capital, LLC | 600 | $301.6K | 0.04% | −200−25.0% | Reduced |
| Bawa N Mallick Trust | 600 | $301.6K | 0.11% | 00.0% | Unchanged |
| Mosley Wealth Management | 604 | $301.9K | 0.14% | +604 | New |
| Notis-McConarty Edward | 604 | $303.6K | 0.14% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 604 | $303.6K | 0.19% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 604 | $303.6K | 0.08% | +63+11.6% | Added |
| Blom & Howell Financial Planning, Inc. | 605 | $304.1K | 0.30% | +605 | New |
| CWC Advisors, LLC. | 607 | $305.1K | 0.15% | −27−4.3% | Reduced |
| Clark & Stuart, Inc | 607 | $305.1K | 0.21% | 00.0% | Unchanged |
| Ruggiero Investments, Inc. | 607 | $305.1K | 0.28% | +607 | New |
| Blue Square Asset Management, LLC | 608 | $305.6K | 0.14% | −12−1.9% | Reduced |
| Dara Capital US, Inc. | 608 | $305.6K | 0.27% | +608 | New |
| Asempa Wealth Advisors | 608 | $305.6K | 0.26% | +608 | New |
| Nixon Capital, LLC | 610 | $306.6K | 0.08% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 611 | $307.1K | 0.15% | +2+0.3% | Added |
| Petix & Botte Co | 611 | $307.1K | 0.07% | +5+0.8% | Added |
| Millington Financial Advisors, LLC | 605 | $307.4K | 0.14% | +4+0.7% | Added |
| Afg Fiduciary Services Limited Partnership | 619 | $307.6K | 0.18% | 00.0% | Unchanged |
| Pacific Wealth Management | 612 | $307.6K | 0.14% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 614 | $308.6K | 0.14% | 00.0% | Unchanged |
| BDFS Capital LLC | 614 | $308.6K | 0.16% | +614 | New |
| Centennial Bank | 615 | $309.1K | 0.12% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 616 | $309.6K | 0.18% | +79+14.7% | Added |
| RPS Advisory Solutions LLC | 617 | $310.1K | 0.15% | −93−13.1% | Reduced |
| Great Oak Capital Partners, LLC | 626 | $311.0K | 0.08% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 620 | $311.6K | 0.13% | −211−25.4% | Reduced |
| Dixon Fnancial Services, Inc. | 620 | $311.6K | 0.14% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 621 | $312.1K | 0.16% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 621 | $312.1K | 0.21% | −60−8.8% | Reduced |
| Parrish Capital LLC | 621 | $312.1K | 0.28% | +621 | New |
| MayTech Global Investments, LLC | 622 | $312.6K | 0.03% | −70−10.1% | Reduced |
| Equita Financial Network, Inc. | 622 | $312.6K | 0.09% | +82+15.2% | Added |
| Compass Planning Associates Inc | 623 | $313.2K | 0.22% | −15−2.4% | Reduced |
| Landmark Wealth Management, LLC | 624 | $313.7K | 0.12% | 00.0% | Unchanged |
| Code Waechter LLC | 625 | $314.2K | 0.20% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 626 | $314.7K | 0.10% | +38+6.5% | Added |
| Kaufman Rossin Wealth, LLC | 629 | $316.0K | 0.16% | −30−4.6% | Reduced |
| Spahn Wealth & Retirement LLC | 630 | $316.7K | 0.20% | −4−0.6% | Reduced |
| Prelude Capital Management, LLC | 630 | $316.7K | 0.02% | +630 | New |
| Madrid Wealth Management, LLC | 633 | $318.2K | 0.26% | +633 | New |
| Reliant Investment Management, LLC | 634 | $318.7K | 0.13% | −75−10.6% | Reduced |
| Montgomery Investment Management Inc | 634 | $318.7K | 0.11% | 00.0% | Unchanged |
| Narwhal Capital Management | 636 | $319.7K | 0.02% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 636 | $319.7K | 0.18% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 638 | $320.7K | 0.73% | −21−3.2% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 641 | $322.2K | 0.17% | +641 | New |
| Swisher Financial Concepts, Inc. | 642 | $322.7K | 0.18% | −2−0.3% | Reduced |
| Awm Capital, LLC | 642 | $322.7K | 0.03% | +38+6.3% | Added |
| J.Safra Asset Management Corp | 643 | $323.2K | 0.02% | +643 | New |
| Miramontes Capital, LLC | 644 | $323.7K | 0.11% | +644 | New |
| Penn Davis McFarland Inc | 645 | $324.2K | 0.03% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 646 | $324.5K | 0.30% | +646 | New |
| Phillips Wealth Planners LLC | 675 | $326.6K | 0.26% | +34+5.3% | Added |
| First Washington CORP | 650 | $326.7K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 650 | $326.7K | 0.15% | +47+7.8% | Added |
| Alpha Financial Advisors, LLC | 650 | $326.7K | 0.10% | +199+44.1% | Added |
| Pincus Capital Management, LP | 650 | $326.7K | 0.22% | +650 | New |
| Urban Wealth Management, LLC | 652 | $327.7K | 0.30% | +652 | New |
| Family Legacy Financial Solutions, LLC | 652 | $328.0K | 0.25% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 653 | $328.2K | 0.09% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 655 | $329.2K | 0.35% | −8−1.2% | Reduced |
| Twin Focus Capital Partners, LLC | 656 | $329.7K | 0.04% | 00.0% | Unchanged |
| 10Elms LLP | 660 | $331.7K | 0.30% | 00.0% | Unchanged |
| Sherman Wealth Management LLC | 660 | $331.7K | 0.29% | +660 | New |
| Bollard Group LLC | 660 | $332.0K | 0.01% | 00.0% | Unchanged |
| Tillman Hartley LLC | 661 | $332.3K | 0.08% | +661 | New |
| Squire Investment Management Company, LLC | 661 | $332.3K | 0.10% | +10+1.5% | Added |
| 1015 Capital Partners, LLC | 661 | $332.3K | 0.33% | +661 | New |
| Bear Mountain Capital, Inc. | 675 | $332.5K | 0.11% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 662 | $332.8K | 0.03% | 00.0% | Unchanged |
| Paul R. Ried Financial Group, LLC | 662 | $332.8K | 0.16% | +77+13.2% | Added |
| O'Brien Wealth Partners LLC | 663 | $333.3K | 0.04% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 663 | $333.3K | 0.21% | +663 | New |
| Evolution Wealth Management Inc. | 664 | $333.8K | 0.28% | +27+4.2% | Added |