Institutional Value
$6298.9T
Total reported holdings
2026 data Public-data reference. official source
BERKSHIRE HATHAWAY INC DEL
Open-data reference.
CUSIP: 084670702 · 222 institutional holders
What the 13F Data Shows for BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL (CUSIP: 084670702) appears in the SEC Form 13F filings of 222 institutional investment managers as of the 2025-12-31 quarter. Together these institutions report holding 18,485,152 shares with an aggregate market value of $6298.9T. 13F filings are quarterly disclosures that managers with at least $100 million in qualifying U.S. equity assets must file with the SEC within 45 days of each quarter end, so the holdings shown here are a snapshot of positions as of 2025-12-31 — not live or current holdings.
Looking at concentration, the top five institutional holders of BERKSHIRE HATHAWAY INC DEL control 57% of the reported institutional shares, which makes ownership moderately concentrated — meaningful but not dominant influence from the largest holders. In the most recent quarter, 34 institutions initiated brand-new positions, 1 increased existing holdings, 0 trimmed their positions, and 40 exited entirely. Each of these actions is drawn directly from a line in a specific 13F filing that can be verified through SEC EDGAR.
Not investment advice. Every figure on this page is sourced from public SEC Form 13F filings and reflects positions as of the reporting quarter — institutional holdings can change significantly between filing dates, and 13F disclosures omit short positions, cash, non-U.S. holdings, and most derivatives. Nothing here is a recommendation to buy, sell, or hold any security. Verify current figures directly on SEC EDGAR and consult a licensed financial professional before making investment decisions based on institutional ownership data.
$6298.9T
Total Institutional Value
222
Institutional Holders
57%
Top-5 Concentration
34
New Buyers This Q
Ownership Concentration Gauge
How concentrated is institutional ownership of BERKSHIRE HATHAWAY INC DEL? A higher percentage means fewer institutions control more of the stock.
Expense ratio for BERKSHIRE HATHAWAY INC DEL — Green ≤ 0.20% (Low Cost), Yellow 0.20–0.75% (Average), Orange 0.75–1.50% (Above Avg), Red ≥ 1.50% (High Cost). Source: SEC EDGAR fund prospectus filings.
Concentration Score
57%
Top-5 holder share
New Buyers
34
Latest quarter activity
Institutional Concentration 57.0%
57% of institutional shares held by top 5
Top 5 institutional holders of BERKSHIRE HATHAWAY INC DEL — share of total reported institutional value
Top Institutional Holders
| # | Institution | Shares | Value | Ownership % |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 158,024 | $79430.8B | 1.3% |
| 2 | Diesslin Group, Inc. | 119,796 | $60215.5B | 1.0% |
| 3 | GROUPAMA ASSET MANAGMENT | 56,729 | $28379.1B | 0.5% |
| 4 | Anchor Investment Management, LLC | 35,936 | $18063.3B | 0.3% |
| 5 | ARWA LLC | 34,040 | $17110.2B | 0.3% |
| 6 | Naman Capital Ltda | 31,200 | $15682.7B | 0.2% |
| 7 | Cross Staff Investments Inc | 16,234 | $8160.0B | 0.1% |
| 8 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 9,951 | $5001.9B | 0.1% |
| 9 | J. Stern & Co. LLP | 4,903,351 | $4903.4B | 0.1% |
| 10 | Tempo Wealth, LLC | 7,860 | $3950.7B | 0.1% |
| 11 | Oak Grove Capital LLC | 7,405 | $3722.1B | 0.1% |
| 12 | Westshore Wealth, LLC | 7,403 | $3721.1B | 0.1% |
| 13 | Stone Wealth Partners | 4,307 | $2164.9B | 0.0% |
| 14 | MidFirst Bank | 4,495 | $2098.1B | 0.0% |
| 15 | Banque Transatlantique SA | 3,341 | $1676.6B | 0.0% |
| 16 | Financially in Tune, LLC | 2,715 | $1364.7B | 0.0% |
| 17 | KW WEALTH MANAGEMENT LLC | 2,457 | $1235.1B | 0.0% |
| 18 | Lynch Investment Planning, LLC | 2,223 | $1117.3B | 0.0% |
| 19 | Coastline Complete Wealth LLC | 2,080 | $1045.5B | 0.0% |
| 20 | THRYVE WEALTH MANAGEMENT LLC | 1,789 | $899241.0M | 0.0% |
| 21 | DGS Capital Management, LLC | 1,540 | $774081.0M | 0.0% |
| 22 | Compass Financial Services Inc | 1,417 | $712255.0M | 0.0% |
| 23 | Alternative Investment Advisors, LLC. | 1,351 | $679082.0M | 0.0% |
| 24 | GFI Investment Counsel Ltd. | 1,197 | $601672.0M | 0.0% |
| 25 | Astoria Portfolio Advisors LLC. | 1,177 | $581544.0M | 0.0% |
| 26 | Barnes Wealth Management Group, Inc | 1,127 | $566487.0M | 0.0% |
| 27 | INSTRUMENTAL WEALTH, LLC | 949 | $477034.0M | 0.0% |
| 28 | DiPaolo Financial Group, Inc. | 886 | $445348.0M | 0.0% |
| 29 | CHELSEA COUNSEL CO | 849 | $426750.0M | 0.0% |
| 30 | FLOYD FINANCIAL GROUP LLC | 763 | $380127.0M | 0.0% |
| 31 | TD Capital Management LLC | 685 | $344315.0M | 0.0% |
| 32 | BDFS Capital LLC | 614 | $308644.0M | 0.0% |
| 33 | OakTrust Wealth Advisors, LLC | 420 | $211113.0M | 0.0% |
| 34 | Strategic Investment Solutions, Inc. /IL | 34 | $17090.0M | 0.0% |
| 35 | SG Trading Solutions, LLC | 12,424 | $6245.0M | 0.0% |
| 36 | Nolet Wealth Management, LLC | 7 | $3519.0M | 0.0% |
Latest Quarter Activity
New Buyers (34)
Pacer Advisors, Inc. $79430.8B
Diesslin Group, Inc. $60215.5B
GROUPAMA ASSET MANAGMENT $28379.1B
Anchor Investment Management, LLC $18063.3B
ARWA LLC $17110.2B
Complete Exits (40)
Not Investment Advice: Institutional ownership data from SEC Form 13F filings is historical (reported ~45 days after quarter end). Holdings may have changed significantly. Not investment advice.
Frequently Asked Questions
How many institutional investors hold BERKSHIRE HATHAWAY INC DEL? ▼
BERKSHIRE HATHAWAY INC DEL is held by 222 institutional investors according to the latest SEC Form 13F filings. Institutional holders include hedge funds, mutual funds, pension funds, and other large investment managers required to disclose their U.S. equity holdings quarterly.
What is the total institutional ownership value of BERKSHIRE HATHAWAY INC DEL? ▼
The total reported institutional ownership value of BERKSHIRE HATHAWAY INC DEL is $6298.9T. This figure reflects the aggregate market value of all shares held by 13F-filing institutions as of their most recent quarterly report to the SEC.
How concentrated is institutional ownership of BERKSHIRE HATHAWAY INC DEL? ▼
The top 5 institutional holders control 57% of all institutional shares in BERKSHIRE HATHAWAY INC DEL, making ownership moderately concentrated. High concentration means a small number of large funds hold significant influence over the stock.
What recent institutional activity has occurred in BERKSHIRE HATHAWAY INC DEL? ▼
In the latest quarter, 34 institutions initiated new positions, 40 completely exited, 1 increased their holdings. These changes are reported in SEC Form 13F filings, which are filed within 45 days of quarter end. Note that positions may have changed since the filing date.
Where does BERKSHIRE HATHAWAY INC DEL institutional ownership data come from? ▼
All institutional ownership data for BERKSHIRE HATHAWAY INC DEL comes from SEC Form 13F filings, which are mandatory quarterly reports filed by institutional investment managers with at least $100 million in qualifying assets. These filings are public records available through the SEC EDGAR database.
Who is the largest institutional holder of BERKSHIRE HATHAWAY INC DEL? ▼
The largest institutional holder of BERKSHIRE HATHAWAY INC DEL is Pacer Advisors, Inc. with $79430.8B in reported holdings (158,024 shares). This is based on the most recent 13F filing and positions may have changed since the report date.
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Related Financial Data
Data sourced from SEC Form 13F filings via the EDGAR database. Filings reflect positions held as of quarter end and are reported within 45 days.
Related
Data sourced from official public datasets. See our methodology for details. Retrieved and formatted by PlainFundData Editorial
Disclaimer: This information is provided for informational purposes only and does not constitute professional advice. Data is sourced from SEC Form 13F filings via EDGAR. Consult a qualified professional before making decisions based on this data.
Read our methodology — how this data is sourced, computed, and verified.
Source: U.S. Securities and Exchange Commission (SEC) — EDGAR Form 13F-HR institutional holdings filings · 2024 Q4 13F filings disclose long positions of institutional managers with $100M+ AUM, filed quarterly within 45 days of period end. Short positions and certain hedging instruments not disclosed.