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 |
|---|---|---|---|---|---|
| ONE Advisory Partners, LLC | 941 | $473.0K | 0.14% | 00.0% | Unchanged |
| New Millennium Group LLC | 945 | $475.0K | 0.21% | −6−0.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 945 | $475.0K | 0.11% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 945 | $475.0K | 0.20% | 00.0% | Unchanged |
| Joule Financial, LLC | 945 | $475.0K | 0.14% | +153+19.3% | Added |
| Griffith & Werner, Inc. | 947 | $476.0K | 0.24% | 00.0% | Unchanged |
| Shearwater Capital LLC | 949 | $477.0K | 0.27% | +473+99.4% | Added |
| Instrumental Wealth, LLC | 949 | $477.0K | 0.29% | +98+11.5% | Added |
| Invenio Wealth Partners LLC | 951 | $478.0K | 0.18% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 952 | $478.5K | 0.18% | +16+1.7% | Added |
| NDVR, Inc. | 952 | $478.5K | 0.40% | +22+2.4% | Added |
| Passive Capital Management, LLC. | 953 | $479.0K | 0.15% | 00.0% | Unchanged |
| Ackerman Asset Management, LLC | 953 | $479.0K | 0.32% | +170+21.7% | Added |
| Value Investment Professionals, LLC | 954 | $479.5K | 0.50% | +954 | New |
| Seven Springs Wealth Group, LLC | 955 | $480.0K | 0.14% | 00.0% | Unchanged |
| Kings Path Partners LLC | 955 | $480.0K | 0.17% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 956 | $480.5K | 0.24% | −100−9.5% | Reduced |
| Granville Capital, Inc. | 956 | $480.5K | 0.25% | +956 | New |
| Richard C. Young & CO., LTD. | 956 | $480.7K | 0.04% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 957 | $481.0K | 0.15% | +22+2.4% | Added |
| Presper Financial Architects, LLC | 958 | $481.5K | 0.27% | +9+0.9% | Added |
| Clear Investment Research, LLC | 962 | $483.5K | 0.80% | +40+4.3% | Added |
| Orion Capital Management LLC | 962 | $483.5K | 0.16% | +85+9.7% | Added |
| Everest Management Corp. | 965 | $485.1K | 0.27% | −64−6.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 966 | $485.6K | 0.18% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 966 | $485.6K | 0.06% | +6+0.6% | Added |
| Guidance Point Advisors, LLC | 967 | $486.3K | 0.11% | −1−0.1% | Reduced |
| Noble Wealth Management PBC | 971 | $488.1K | 0.25% | −15−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 975 | $490.1K | 0.02% | −113−10.4% | Reduced |
| Lynx Capital Group Ltd | 975 | $490.1K | 0.22% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 978 | $491.6K | 0.10% | −100−9.3% | Reduced |
| Plotkin Financial Advisors, LLC | 979 | $492.1K | 0.24% | 00.0% | Unchanged |
| Postrock Partners LLC | 981 | $493.1K | 0.21% | 00.0% | Unchanged |
| Thayer Partners, LLC | 981 | $493.1K | 0.24% | +981 | New |
| Retirement Management Systems Inc. | 982 | $493.6K | 0.13% | +982 | New |
| McElhenny Sheffield Capital Management, LLC | 982 | $493.8K | 0.12% | +219+28.7% | Added |
| Purus Wealth Management, LLC | 983 | $494.1K | 0.15% | −40−3.9% | Reduced |
| Entrewealth, LLC | 973 | $494.4K | 0.22% | −51−5.0% | Reduced |
| Integrated Wealth Management | 984 | $494.6K | 0.56% | +984 | New |
| Prospect Financial Services LLC | 986 | $495.6K | 0.28% | −217−18.0% | Reduced |
| ProCore Advisors, LLC | 987 | $495.9K | 0.51% | +987 | New |
| APCM Wealth Management for Individuals | 987 | $496.1K | 0.06% | −248−20.1% | Reduced |
| Geometric Wealth Advisors | 987 | $496.1K | 0.06% | −143−12.7% | Reduced |
| Platform Wealth Management, LLC | 989 | $497.0K | 0.13% | +989 | New |
| US Asset Management LLC | 990 | $497.6K | 0.41% | −6−0.6% | Reduced |
| SB Capital Management Inc | 990 | $497.6K | 0.18% | +990 | New |
| Wiser Wealth Management, Inc | 991 | $498.1K | 0.11% | −171−14.7% | Reduced |
| Hara Capital LLC | 992 | $498.6K | 0.28% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 992 | $498.6K | 0.21% | +90+10.0% | Added |
| McGuire Capital Advisors Inc | 992 | $498.6K | 0.32% | +992 | New |
| Fedenia Advisers LLC | 995 | $500.1K | 0.19% | −20−2.0% | Reduced |
| Marotta Asset Management | 995 | $500.1K | 0.09% | −10−1.0% | Reduced |
| Prostatis Group LLC | 996 | $500.7K | 0.12% | +996 | New |
| Golden Road Advisors LLC | 997 | $501.1K | 0.29% | −50−4.8% | Reduced |
| Advus Financial Partners, LLC | 998 | $501.6K | 0.18% | 00.0% | Unchanged |
| Night Owl Capital Management, LLC | 1,000 | $502.6K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 998 | $502.7K | 0.02% | +2+0.2% | Added |
| Mustico Financial Group, Inc. | 1,007 | $502.9K | 0.42% | −20−1.9% | Reduced |
| Oxler Private Wealth LLC | 1,001 | $503.2K | 0.15% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,001 | $503.2K | 0.22% | +19+1.9% | Added |
| Seek First Inc. | 1,002 | $503.7K | 0.35% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,002 | $503.7K | 0.29% | +84+9.2% | Added |
| Vigilare Wealth Management | 1,005 | $505.2K | 0.17% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,005 | $505.2K | 0.41% | +1,005 | New |
| Zevin Asset Management LLC | 1,008 | $506.7K | 0.07% | −16−1.6% | Reduced |
| American Asset Management Inc. | 1,008 | $506.7K | 0.43% | −6−0.6% | Reduced |
| Affinity Wealth Management LLC | 1,010 | $507.7K | 0.07% | 00.0% | Unchanged |
| Asio Capital, LLC | 1,011 | $508.2K | 0.07% | +202+25.0% | Added |
| Foguth Wealth Management, LLC. | 1,023 | $508.3K | 0.08% | +1,023 | New |
| Oxinas Partners Wealth Management LLC | 1,012 | $508.7K | 0.24% | +23+2.3% | Added |
| HFG Advisors, Inc. | 1,014 | $509.7K | 0.37% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,017 | $511.2K | 0.07% | −5−0.5% | Reduced |
| Berkshire Bank | 1,019 | $512.2K | 0.10% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 1,019 | $512.2K | 0.31% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 1,021 | $513.2K | 0.14% | +22+2.2% | Added |
| Farrow Financial Inc. | 1,023 | $514.2K | 0.30% | 00.0% | Unchanged |
| Syntax Research, Inc. | 1,024 | $514.7K | 0.32% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 1,024 | $514.7K | 0.25% | +166+19.3% | Added |
| TradeWell Securities, LLC. | 1,025 | $515.2K | 0.20% | +164+19.0% | Added |
| Lighthouse Financial Services Inc | 1,026 | $515.7K | 0.12% | +1,026 | New |
| Safe Harbor Wealth Advisors, LLC | 1,032 | $516.0K | 0.50% | +1,032 | New |
| Davis-Rea Ltd. | 1,027 | $516.2K | 0.13% | −40−3.7% | Reduced |
| Hibernia Wealth Partners, LLC | 1,027 | $516.5K | 0.16% | +432+72.6% | Added |
| Worth Financial Advisory Group, LLC | 1,028 | $516.7K | 0.25% | +30+3.0% | Added |
| Reston Wealth Management LLC | 1,028 | $516.7K | 0.16% | +312+43.6% | Added |
| Coastwise Capital Group, LLC | 1,029 | $517.2K | 0.26% | −4−0.4% | Reduced |
| Chico Wealth RIA | 1,031 | $518.2K | 0.34% | +32+3.2% | Added |
| Daner Wealth Management, LLC | 1,037 | $518.8K | 0.32% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 1,033 | $519.2K | 0.29% | −6−0.6% | Reduced |
| Kennedy Investment Group | 1,035 | $520.2K | 0.20% | −38−3.5% | Reduced |
| Vantus Wealth LLC | 1,035 | $520.2K | 0.38% | +1,035 | New |
| Brogan Financial, Inc. | 1,036 | $520.7K | 0.23% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,036 | $520.7K | 0.18% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,036 | $520.7K | 0.06% | +49+5.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,038 | $521.8K | 0.34% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,040 | $522.8K | 0.24% | +17+1.7% | Added |
| FJ Capital Management LLC | 1,041 | $523.3K | 0.06% | +1,041 | New |
| Running Point Capital Advisors, LLC | 1,042 | $523.8K | 0.14% | −8−0.8% | Reduced |
| Monument Capital Management | 1,042 | $523.8K | 0.13% | +19+1.9% | Added |
| Investors Asset Management of Georgia Inc | 1,044 | $524.8K | 0.22% | 00.0% | Unchanged |