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
- 1,935 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 | 4,888 | $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 |
|---|---|---|---|---|---|
| Sonoma Allocations LLC | 689 | $334.0K | 0.11% | +221+47.2% | Added |
| Axis Wealth Partners, LLC | 665 | $334.1K | 0.18% | −31−4.5% | Reduced |
| Bullock Wealth Management Group | 667 | $335.3K | 0.16% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 670 | $336.8K | 0.64% | 00.0% | Unchanged |
| Tamar Securities, LLC | 671 | $337.3K | 0.04% | −57−7.8% | Reduced |
| Brian Low Financial Group, LLC | 673 | $338.3K | 0.24% | +20+3.1% | Added |
| Thompson Investment Management, Inc. | 673 | $338.3K | 0.04% | +217+47.6% | Added |
| Howard Bailey Securities, LLC | 673 | $338.3K | 0.13% | −117−14.8% | Reduced |
| Arcadia Investment Management Corp | 674 | $338.8K | 0.05% | +11+1.7% | Added |
| Petredis Investment Advisors LLC | 675 | $339.3K | 0.03% | 00.0% | Unchanged |
| Serenity Investment Advisors | 679 | $339.3K | 0.20% | +679 | New |
| Royal Fund Management, LLC | 676 | $339.8K | 0.03% | −35−4.9% | Reduced |
| Elite Life Management LLC | 669 | $339.9K | 0.55% | +80+13.6% | Added |
| Wilkins Miller Wealth Management, LLC | 677 | $340.3K | 0.20% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 678 | $340.8K | 0.11% | +678 | New |
| Xena Financial Planning, LLC | 678 | $340.8K | 0.40% | +678 | New |
| Stronghold Wealth Management L.L.C. | 678 | $340.8K | 0.50% | +678 | New |
| Acima Private Wealth, LLC | 679 | $341.3K | 0.11% | 00.0% | Unchanged |
| BXM Wealth LLC | 681 | $342.3K | 0.26% | +23+3.5% | Added |
| SPG Advisors LLC | 682 | $342.8K | 3.52% | −27−3.8% | Reduced |
| Peninsula Asset Management Inc | 682 | $342.8K | 0.18% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 682 | $342.8K | 0.17% | +70+11.4% | Added |
| TD Capital Management LLC | 685 | $344.3K | 0.03% | +109+18.9% | Added |
| TruNorth Capital Management, LLC | 685 | $344.3K | 0.07% | +288+72.5% | Added |
| Cloud Capital Management, LLC | 686 | $345.0K | 0.16% | +149+27.7% | Added |
| Catalyst Investment Management LLC | 688 | $345.8K | 0.33% | +688 | New |
| Carter Financial, LLC | 689 | $346.3K | 0.31% | +689 | New |
| Copley Financial Group, Inc. | 690 | $346.8K | 0.21% | −15−2.1% | Reduced |
| Sunrise Financial Services, LLC | 690 | $346.8K | 0.26% | +690 | New |
| Stonebridge Financial Planning Group, LLC | 691 | $347.3K | 0.13% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 693 | $348.3K | 0.07% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 693 | $348.3K | 0.20% | +190+37.8% | Added |
| Wealth Management Associates, Inc. | 694 | $348.8K | 0.12% | −102−12.8% | Reduced |
| Oak Wealth Advisors LLC | 694 | $348.8K | 0.20% | +11+1.6% | Added |
| Stordahl Capital Management, Inc. | 695 | $349.3K | 0.07% | −32−4.4% | Reduced |
| Hobart Private Capital, LLC | 695 | $349.3K | 0.07% | +255+58.0% | Added |
| Buck Wealth Strategies, LLC | 697 | $350.3K | 0.04% | −88−11.2% | Reduced |
| Waller Financial Planning Group, Inc | 698 | $350.9K | 0.08% | −108−13.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 698 | $350.9K | 0.20% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 698 | $350.9K | 0.19% | +41+6.2% | Added |
| Alliance Wealth Management Group | 699 | $351.4K | 0.08% | −21−2.9% | Reduced |
| Towercrest Capital Management | 699 | $351.4K | 0.06% | −21−2.9% | Reduced |
| OxenFree Capital LLC | 699 | $351.4K | 0.18% | −5−0.7% | Reduced |
| Libra Wealth LLC | 700 | $351.9K | 0.10% | −9−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 700 | $351.9K | 0.06% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 700 | $351.9K | 0.09% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 700 | $351.9K | 0.10% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 700 | $351.9K | 0.23% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 700 | $351.9K | 0.33% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 701 | $352.4K | 0.15% | −318−31.2% | Reduced |
| Shira Ridge Wealth Management | 701 | $352.4K | 0.14% | −20−2.8% | Reduced |
| LifeWealth Investments, LLC | 702 | $352.8K | 0.11% | −944−57.4% | Reduced |
| Strengthening Families & Communities, LLC | 702 | $352.9K | 0.13% | +134+23.6% | Added |
| GreatBanc Trust CO | 704 | $353.9K | 0.25% | 00.0% | Unchanged |
| Ariston Services Group | 705 | $354.4K | 0.21% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 705 | $354.4K | 0.25% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 706 | $354.9K | 0.10% | +3+0.4% | Added |
| Financial Freedom, LLC | 707 | $355.4K | 0.18% | +100+16.5% | Added |
| Dala Group, LLC | 707 | $355.4K | 0.31% | +707 | New |
| Sara-Bay Financial | 706 | $355.6K | 0.11% | −69−8.9% | Reduced |
| Capstone Wealth Management, Inc. | 712 | $355.9K | 0.31% | +712 | New |
| Madden Securities Corp | 708 | $355.9K | 0.11% | +24+3.5% | Added |
| Kaizen Financial Strategies | 709 | $356.4K | 0.16% | −50−6.6% | Reduced |
| Caxton Corp | 710 | $356.8K | 8.34% | +59+9.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 710 | $356.9K | 0.12% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 710 | $356.9K | 0.19% | +2+0.3% | Added |
| Bucket List Wealth Management, LLC | 711 | $357.4K | 0.21% | +711 | New |
| Hill Island Financial LLC | 715 | $359.6K | 0.09% | 00.0% | Unchanged |
| JDM Financial Group LLC | 717 | $360.4K | 0.14% | −25−3.4% | Reduced |
| Round Hill Asset Management | 717 | $360.4K | 0.23% | −18−2.4% | Reduced |
| Shepherd Street Advisors LLC | 717 | $360.4K | 0.35% | +717 | New |
| Measured Wealth Private Client Group, LLC | 717 | $360.5K | 0.10% | −8−1.1% | Reduced |
| V. M. Manning & Co., Inc. | 722 | $362.9K | 0.37% | 00.0% | Unchanged |
| Axim Planning & Wealth | 722 | $362.9K | 0.39% | +722 | New |
| Clearview Wealth Advisors LLC | 723 | $363.4K | 0.23% | −60−7.7% | Reduced |
| 21 West Wealth Management LLC | 723 | $363.4K | 0.33% | 00.0% | Unchanged |
| Somerset Trust Co | 724 | $363.9K | 0.11% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 724 | $363.9K | 0.09% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 727 | $365.6K | 0.15% | +50+7.4% | Added |
| Northeast Financial Group, Inc. | 729 | $366.4K | 0.09% | −80−9.9% | Reduced |
| Financial Advisory Corp | 730 | $367.0K | 0.10% | −5−0.7% | Reduced |
| Old Second National Bank of Aurora | 731 | $367.4K | 0.07% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 732 | $367.9K | 0.20% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 734 | $368.9K | 0.05% | 00.0% | Unchanged |
| RHS Financial, LLC | 734 | $368.9K | 0.18% | +106+16.9% | Added |
| Tenzing Financial LLC | 734 | $368.9K | 0.30% | +734 | New |
| Haven Private, LLC | 736 | $369.9K | 0.16% | −10−1.3% | Reduced |
| Vestia Personal Wealth Advisors | 765 | $370.1K | 0.19% | −36−4.5% | Reduced |
| A4 Wealth Advisors LLC | 737 | $370.5K | 0.32% | −476−39.2% | Reduced |
| Schwab Charitable Fund | 737 | $370.5K | 0.01% | −161−17.9% | Reduced |
| Harbor Asset Planning, Inc. | 737 | $370.5K | 0.32% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 739 | $371.5K | 0.12% | +20+2.8% | Added |
| Sharpepoint LLC | 739 | $371.5K | 0.22% | +739 | New |
| Independence Wealth Advisors, LLC | 742 | $373.0K | 0.21% | +742 | New |
| Estate Planners Group, LLC | 742 | $373.0K | 0.16% | +742 | New |
| Earnest Partners LLC | 743 | $373.5K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 746 | $375.0K | 0.39% | −315−29.7% | Reduced |
| Midwest Professional Planners, LTD. | 748 | $376.0K | 0.09% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 754 | $376.3K | 0.05% | +6+0.8% | Added |
| Community Bank, N.A. | 750 | $377.0K | 0.04% | −20−2.6% | Reduced |