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 |
|---|---|---|---|---|---|
| Arta Finance Wealth Management LLC | 845 | $424.7K | 0.22% | +845 | New |
| Keener Financial Planning LLC | 847 | $425.0K | 0.18% | −9−1.1% | Reduced |
| Entelevest, LLC | 847 | $425.7K | 0.44% | +847 | New |
| Chelsea Counsel Co | 849 | $426.8K | 0.18% | −40−4.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 849 | $426.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 849 | $426.8K | 0.06% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 849 | $426.8K | 0.23% | +8+1.0% | Added |
| Sykon Capital LLC | 852 | $428.3K | 0.14% | +352+70.4% | Added |
| Carroll Advisory Group, LLC | 852 | $428.3K | 0.19% | +852 | New |
| Barings LLC | 853 | $428.8K | 0.01% | +35+4.3% | Added |
| PCG Wealth Advisors, LLC | 854 | $429.3K | 0.12% | −84−9.0% | Reduced |
| Avondale Wealth Management | 855 | $429.8K | 0.22% | +15+1.8% | Added |
| Fortis Advisors, LLC | 856 | $430.3K | 0.24% | 00.0% | Unchanged |
| Refined Wealth Management | 860 | $432.3K | 0.29% | 00.0% | Unchanged |
| Builder Investment Group Inc | 862 | $433.3K | 0.09% | 00.0% | Unchanged |
| Towneley Capital Management, Inc | 863 | $433.8K | 0.09% | −100−10.4% | Reduced |
| MontVue Capital Management, Inc. | 863 | $433.8K | 0.29% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 863 | $433.8K | 0.37% | +863 | New |
| BNC Wealth Management, LLC | 864 | $434.3K | 0.11% | −40−4.4% | Reduced |
| Astoria Strategic Wealth, Inc. | 864 | $434.3K | 0.11% | −2−0.2% | Reduced |
| Cowa, LLC | 864 | $434.3K | 0.13% | +54+6.7% | Added |
| Echo45 Advisors LLC | 865 | $434.8K | 0.25% | −87−9.1% | Reduced |
| Single Point Partners, LLC | 865 | $434.8K | 0.09% | +66+8.3% | Added |
| Prosperity Wealth Management, Inc. | 867 | $435.8K | 0.15% | +56+6.9% | Added |
| WorthPointe, LLC | 867 | $435.8K | 0.11% | +137+18.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 868 | $436.3K | 0.09% | −574−39.8% | Reduced |
| Curio Wealth, LLC | 871 | $436.7K | 0.15% | +558+178.3% | Added |
| Cascade Wealth Advisors, Inc | 926 | $438.5K | 0.20% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 874 | $439.3K | 0.27% | −148−14.5% | Reduced |
| ArborFi Advisors, LLC | 874 | $439.3K | 0.36% | −93−9.6% | Reduced |
| Bay Rivers Group | 874 | $439.3K | 0.18% | +4+0.5% | Added |
| Gibson Wealth Advisors LLC | 875 | $439.8K | 0.30% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 875 | $439.8K | 0.13% | +329+60.3% | Added |
| Premier Private Wealth Management LLC | 903 | $440.0K | 0.46% | +903 | New |
| LVZ Advisors, Inc. | 876 | $440.3K | 0.05% | +4+0.5% | Added |
| Custos Family Office, LLC | 877 | $440.8K | 0.30% | 00.0% | Unchanged |
| marrick wealth, LLC | 877 | $440.8K | 0.36% | +877 | New |
| Kondo Wealth Advisors, Inc. | 879 | $441.8K | 0.17% | −4−0.5% | Reduced |
| Valued Wealth Advisors LLC | 879 | $441.8K | 0.19% | +610+226.8% | Added |
| Frazier Financial Advisors, LLC | 879 | $441.9K | 0.26% | −311−26.1% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 880 | $442.3K | 0.21% | −5−0.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 881 | $442.8K | 0.16% | +14+1.6% | Added |
| Astra Wealth Partners LLC | 881 | $442.8K | 0.27% | +27+3.2% | Added |
| Accelerate Investment Advisors LLC | 883 | $443.7K | 0.30% | −502−36.2% | Reduced |
| Ehrlich Financial Group | 885 | $444.8K | 0.25% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 885 | $444.8K | 0.14% | +40+4.7% | Added |
| Sachetta, LLC | 886 | $445.2K | 0.24% | −2,029−69.6% | Reduced |
| DiPaolo Financial Group, Inc. | 886 | $445.3K | 0.47% | +886 | New |
| Alpha Zero LLC | 887 | $445.9K | 0.24% | −18−2.0% | Reduced |
| Asset Allocation Strategies LLC | 887 | $445.9K | 0.08% | +9+1.0% | Added |
| Hidden Cove Wealth Management, LLC | 887 | $445.9K | 0.29% | +129+17.0% | Added |
| Tucker Asset Management LLC | 889 | $446.9K | 0.13% | −27−2.9% | Reduced |
| Ares Financial Consulting, LLC | 892 | $448.4K | 0.43% | +892 | New |
| Pioneer Wealth Management Group | 893 | $448.9K | 0.14% | −263−22.8% | Reduced |
| ELCO Management Co., LLC | 895 | $449.9K | 0.28% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 896 | $450.4K | 0.09% | −2,250−71.5% | Reduced |
| Roxbury Financial LLC | 896 | $450.4K | 0.40% | −52−5.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 897 | $450.9K | 0.14% | −198−18.1% | Reduced |
| Swan Global Investments, LLC | 897 | $450.9K | 0.02% | −77−7.9% | Reduced |
| City Center Advisors, LLC | 899 | $451.9K | 0.42% | +85+10.4% | Added |
| Morling Financial Advisors, LLC | 900 | $452.4K | 0.14% | −53−5.6% | Reduced |
| Boston Common Asset Management, LLC | 900 | $452.4K | 0.03% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 900 | $452.4K | 0.32% | +900 | New |
| B.O.S.S. Retirement Advisors, LLC | 901 | $452.9K | 0.14% | −161−15.2% | Reduced |
| Evolution Advisers, Inc. | 905 | $454.0K | 0.20% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 904 | $454.4K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 904 | $454.4K | 0.23% | +38+4.4% | Added |
| Lifelong Wealth Advisors, Inc. | 906 | $455.4K | 0.12% | +9+1.0% | Added |
| United Financial Planning Group LLC | 906 | $455.4K | 0.28% | +906 | New |
| Westover Capital Advisors, LLC | 910 | $457.4K | 0.08% | −190−17.3% | Reduced |
| Stone Point Wealth LLC | 915 | $459.9K | 0.12% | −25−2.7% | Reduced |
| SkyView Investment Advisors, LLC | 915 | $460.0K | 0.06% | +915 | New |
| Accretive Wealth Partners, LLC | 916 | $460.4K | 0.14% | −50−5.2% | Reduced |
| American National Bank of Texas | 917 | $460.9K | 0.44% | 00.0% | Unchanged |
| Cynosure Management, LLC | 917 | $460.9K | 0.05% | +917 | New |
| DWR Wealth Management, LLC | 916 | $461.4K | 0.43% | +916 | New |
| Golden Bell Financial Planning LLC | 918 | $461.4K | 0.38% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 920 | $462.4K | 0.15% | +145+18.7% | Added |
| Van Diest Capital, LLC | 920 | $462.5K | 0.69% | +920 | New |
| Advance Capital Management, Inc. | 921 | $462.9K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 921 | $462.9K | 0.16% | +67+7.8% | Added |
| Market Street Wealth Management Advisors LLC | 921 | $462.9K | 0.07% | +93+11.2% | Added |
| Investment Advisory Services Inc | 922 | $463.4K | 0.14% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 926 | $465.5K | 0.18% | +11+1.2% | Added |
| Hallmark Capital Management Inc | 927 | $466.0K | 0.03% | −44−4.5% | Reduced |
| William Mack & Associates, Inc. | 927 | $466.0K | 0.22% | −21−2.2% | Reduced |
| Kessler Investment Group, LLC | 928 | $466.5K | 0.20% | −26−2.7% | Reduced |
| Rialto Wealth Management, LLC | 929 | $467.0K | 0.11% | +4+0.4% | Added |
| Serenus Wealth Advisors, LLC | 930 | $467.5K | 0.09% | +930 | New |
| Precedent Wealth Partners, LLC | 931 | $468.0K | 0.10% | −34−3.5% | Reduced |
| Woodward Diversified Capital, LLC | 932 | $468.5K | 0.21% | −32−3.3% | Reduced |
| Western Financial Corp | 932 | $468.5K | 0.19% | +24+2.6% | Added |
| Hopwood Nicholas Hunter | 933 | $469.0K | 0.15% | +933 | New |
| Synergy Investment Management, LLC | 933 | $469.0K | 0.17% | +11+1.2% | Added |
| von Borstel & Associates, Inc. | 934 | $469.0K | 0.11% | −2,440−72.3% | Reduced |
| Atlas Private Wealth Advisors | 936 | $470.5K | 0.11% | −30−3.1% | Reduced |
| Cox Capital Mgt LLC | 950 | $470.5K | 0.29% | 00.0% | Unchanged |
| West Wealth Group, LLC | 937 | $471.0K | 0.10% | +44+4.9% | Added |
| Moller Financial Services | 939 | $472.0K | 0.10% | +17+1.8% | Added |
| Yukon Wealth Management, Inc. | 938 | $472.6K | 0.27% | −1,348−59.0% | Reduced |