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; 4,929 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 | 4,929 | $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 | 3,402 | $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 |
|---|---|---|---|---|---|
| Prism Advisors, Inc. | 750 | $377.0K | 0.10% | −175−18.9% | Reduced |
| Praxis Capital Management LLC | 750 | $377.0K | 1.35% | +750 | New |
| Biltmore Wealth Management, LLC | 751 | $377.5K | 0.14% | 00.0% | Unchanged |
| Climber Capital SA | 754 | $378.5K | 0.25% | +754 | New |
| Lighthouse Wealth Management Inc. | 754 | $379.0K | 0.26% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 754 | $379.0K | 0.10% | +279+58.7% | Added |
| Mason & Associates, LLC | 755 | $379.5K | 0.09% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 755 | $379.5K | 0.11% | +34+4.7% | Added |
| ADG Wealth Management Group, LLC | 755 | $379.5K | 0.29% | +84+12.5% | Added |
| Keystone Financial Group, Inc. | 756 | $380.0K | 0.20% | 00.0% | Unchanged |
| Invested Advisors | 756 | $380.0K | 0.39% | +756 | New |
| Floyd Financial Group LLC | 763 | $380.1K | 0.26% | −4−0.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 758 | $381.0K | 0.22% | 00.0% | Unchanged |
| Unified Investment Management | 758 | $381.0K | 0.39% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 770 | $381.4K | 0.09% | +42+5.8% | Added |
| Meridian Financial, LLC | 759 | $381.5K | 0.21% | 00.0% | Unchanged |
| E&R Wealth Management, LLC | 759 | $381.5K | 0.40% | +759 | New |
| Saxon Interests, Inc. | 761 | $382.5K | 0.14% | +28+3.8% | Added |
| IVC Wealth Advisors LLC | 765 | $384.5K | 0.17% | +37+5.1% | Added |
| Members Advisory Group LLC | 765 | $384.5K | 0.14% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 768 | $386.0K | 0.10% | +635+477.4% | Added |
| Independent Solutions Wealth Management, LLC | 769 | $386.5K | 0.07% | −3−0.4% | Reduced |
| Strategic Planning, Inc. | 769 | $386.5K | 0.21% | 00.0% | Unchanged |
| Connors Investor Services Inc | 770 | $387.0K | 0.03% | −30−3.8% | Reduced |
| Plum Street Advisors, LLC | 771 | $387.5K | 0.14% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 771 | $387.5K | 0.09% | +68+9.7% | Added |
| Fairfield, Bush & Co. | 772 | $388.0K | 0.20% | −15−1.9% | Reduced |
| ETF Store, Inc. | 772 | $388.0K | 0.40% | +9+1.2% | Added |
| JBGlobal.com LLC | 774 | $389.1K | 0.49% | −7−0.9% | Reduced |
| Beech Hill Advisors, Inc. | 777 | $390.6K | 0.19% | −248−24.2% | Reduced |
| Town Capital LLC | 778 | $391.1K | 0.32% | +778 | New |
| Harrell Investment Partners, LLC | 780 | $392.1K | 0.09% | −30−3.7% | Reduced |
| Old Peak Finance LLC | 780 | $392.1K | 0.24% | +780 | New |
| Winter & Associates, Inc. | 780 | $392.1K | 0.36% | +780 | New |
| Carderock Capital Management Inc | 785 | $394.6K | 0.10% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 785 | $394.6K | 0.16% | −36−4.4% | Reduced |
| Brio Consultants, LLC | 787 | $395.6K | 0.05% | +102+14.9% | Added |
| Gsa Capital Partners LLP | 790 | $397.0K | 0.03% | +790 | New |
| Delaney Dennis R | 790 | $397.1K | 0.20% | −5−0.6% | Reduced |
| Marnell Management LLC | 790 | $397.1K | 0.30% | +790 | New |
| Core Wealth Advisors, Inc. | 790 | $397.1K | 0.10% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 790 | $397.1K | 0.43% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 792 | $398.1K | 0.17% | +21+2.7% | Added |
| Shakespeare Wealth Management, Inc. | 792 | $398.1K | 0.09% | −95−10.7% | Reduced |
| Citrine Capital LLC | 792 | $398.1K | 0.18% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 796 | $400.1K | 0.27% | 00.0% | Unchanged |
| Emissary Wealth LLC | 796 | $400.1K | 0.34% | +796 | New |
| Financial Guidance Group, Inc. | 797 | $400.6K | 0.16% | +9+1.1% | Added |
| OmniStar Financial Group, Inc. | 797 | $400.6K | 0.23% | +140+21.3% | Added |
| Balanced Rock Investment Advisor | 798 | $401.1K | 0.29% | +44+5.8% | Added |
| Founders Capital Management | 798 | $401.1K | 0.21% | +103+14.8% | Added |
| Delap Wealth Advisory, LLC | 798 | $401.1K | 0.15% | +200+33.4% | Added |
| Gem Investment Advisors, LLC | 799 | $401.6K | 0.38% | +799 | New |
| Kendall Capital Management | 799 | $401.8K | 0.08% | +96+13.7% | Added |
| Nia Impact Advisors, LLC | 800 | $402.1K | 0.13% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 800 | $402.1K | 0.14% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 800 | $402.1K | 0.25% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 800 | $402.1K | 0.16% | +23+3.0% | Added |
| Maltin Wealth Management, Inc. | 801 | $402.6K | 0.16% | +2+0.3% | Added |
| Brightwater Advisory LLC | 802 | $403.1K | 0.27% | +802 | New |
| Mendel Money Management | 803 | $403.6K | 0.17% | −323−28.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 805 | $404.7K | 0.20% | −681−45.8% | Reduced |
| Breachway Investments LLC | 807 | $405.6K | 0.43% | +807 | New |
| Cornerstone Financial Management LLC | 807 | $405.6K | 0.38% | +807 | New |
| jvl associates llc | 809 | $406.6K | 0.13% | −10−1.2% | Reduced |
| Ferguson Shapiro LLC | 809 | $406.6K | 0.13% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 809 | $406.6K | 0.25% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 810 | $407.1K | 0.10% | −22−2.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 811 | $407.6K | 0.07% | −11−1.3% | Reduced |
| Innovative Wealth Building LLC | 813 | $408.7K | 0.30% | +115+16.5% | Added |
| Hager Investment Management Services, LLC | 814 | $409.2K | 0.22% | −26−3.1% | Reduced |
| Aspire Private Capital, LLC | 816 | $410.2K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 818 | $411.2K | 0.12% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 820 | $412.2K | 0.19% | −12−1.4% | Reduced |
| Kagan Cocozza Asset Management | 820 | $412.2K | 0.29% | +820 | New |
| Grantvest Financial Group LLC | 822 | $413.2K | 0.26% | −70−7.8% | Reduced |
| Next Level Wealth Planning, LLC | 822 | $413.2K | 0.22% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 821 | $414.0K | 0.56% | +20+2.5% | Added |
| Level Wealth Management LLC | 824 | $414.2K | 0.21% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 825 | $414.7K | 0.40% | +825 | New |
| Trellis Wealth Advisors LLC | 826 | $415.2K | 0.16% | +300+57.0% | Added |
| Note Advisors, LLC | 859 | $415.7K | 0.21% | −27−3.0% | Reduced |
| Targeted Financial Services LLC | 833 | $416.1K | 0.36% | +833 | New |
| Addison Capital Co | 828 | $416.2K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 830 | $417.2K | 0.26% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 830 | $417.2K | 0.25% | +202+32.2% | Added |
| William John Sempolinski | 830 | $417.2K | 0.21% | +830 | New |
| Mills Wealth Advisors LLC | 831 | $417.7K | 0.16% | +11+1.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 832 | $418.2K | 0.30% | −105−11.2% | Reduced |
| Clarendon Private LLC | 834 | $419.2K | 0.36% | +111+15.4% | Added |
| Chatham Capital Group, Inc. | 838 | $421.2K | 0.06% | +3+0.4% | Added |
| Lansing Street Advisors | 839 | $421.7K | 0.11% | −19−2.2% | Reduced |
| Integrity Investment Advisors, LLC | 839 | $421.7K | 0.23% | +123+17.2% | Added |
| American Wealth Advisors, LLC | 840 | $422.2K | 0.41% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 840 | $422.2K | 0.31% | +840 | New |
| 17 Capital Partners, LLC | 841 | $422.7K | 0.22% | −50−5.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 842 | $423.2K | 0.12% | +122+16.9% | Added |
| Cornerstone Planning Group LLC | 894 | $423.3K | 0.07% | −6−0.7% | Reduced |
| AJ Advisors, LLC | 844 | $424.2K | 0.16% | −66−7.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 844 | $424.2K | 0.14% | +274+48.1% | Added |