Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Berkshire Hathaway Inc Del (BRK/B)

5K + Investors. Track Smart Money conviction in BRK/B. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
11Q ▲
Buyers last Q
49%

Smart Money Signals — BRK/B

Based on 4816 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BRK/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,816 hedge funds hold BRK/B right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+380 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

2216 buying2274 selling
Last quarter: 2,274 funds reduced or exited vs 2,216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-247 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 244 → 220 → 519 → 272. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 17% medium 13% new
3,361 out of 4,816 hedge funds have held BRK/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

272 → 244 → 220 → 519 → 272 new funds/Q
New funds entering each quarter: 244 → 220 → 519 → 272. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 14% 1-2yr 16% new
Of 4,908 current holders: 3,411 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
66 of 4816 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BRK/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BRK/B

In 2026 Q1, 2216 hedge funds were net buyers of BRK/B (272 opened a new position, 1944 added to an existing one), while 2274 reduced or exited (2008 trimmed, 266 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in BRK/B is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 4816.

Hedge Fund Ownership: BRK/B

How many hedge funds hold BRK/B — quarterly history vs. share price
Quarterly hedge fund ownership of BRK/B vs. share price

Market Analysis: BRK/B

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BRK/B

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Berkshire Hathaway Inc Del (BRK/B) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BRK/B has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
BRK/B
+1.4%
XLF
+6.6%

BRK/B outperformed XLF by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
BRK/B
+0.7%
XLF
+3.0%

Since the filing became public, BRK/B outperformed XLF by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

170 top-rated funds 344 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
8.6
/ 10
conviction
Hedge Fund Positioning: BRK/B
5K + Investors

Track Smart Money conviction in BRK/B. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4762 4810 -1.0%
13F Shares 919M 948M -3.11%
Total Value $428.15B $463.36B -7.6%
New Positions 255 519 -264
Increased Positions 1910 1790 +120
Closed Positions 303 218 +85
Reduced Positions 1959 1899 +60
Total Calls 48 53 -9.43%
Total Puts 51 58 -12.07%
PUT/CALL Ratio 1.06 1.09 Neutral

Statistics: BRK/B

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

5K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BRK/B. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BRK/B holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tetrad Corp 92.15% 1,923,123 $921.6M
2 1922 Investment Co LLC 84.86% 5,175 $2.5M
3 Check Capital Management Inc/Ca 52.80% 3,785,700 $1.81B
4 Cook & Bynum Capital Management, LLC 42.70% 110,671 $53.0M
5 Templeton & Phillips Capital Management, LLC 36.02% 92,232 $44.2M
6 Ardent Capital Management, Inc. 32.73% 159,573 $76.5M
7 Asset Management Advisors, LLC 32.43% 111,878 $53.6M
8 United American Securities Inc. (d/b/a UAS Asset Management) 31.97% 305,787 $146.5M
9 Pacifica Capital Investments, LLC 30.79% 188,739 $90.4M
10 Intelligent Financial Strategies 30.53% 122,297 $58.6M
11 Diesslin Group, Inc. 26.18% 121,295 $58.1M
12 JRM Investment Counsel, LLC 25.90% 202,868 $97.2M
13 Gates Foundation Trust 25.80% 17,048,304 $8.17B
14 Shayne & Jacobs, LLC 24.52% 165,562 $79.3M
15 Swf LLC 24.41% 584,092 $279.9M
16 Philip James Wealth Mangement, LLC 24.05% 436,381 $209.1M
17 Citadel Investment Advisory, Inc. 24.00% 104,930 $50.3M
18 Account Management LLC 23.79% 45,314 $21.7M
19 Lountzis Asset Management, LLC 23.61% 134,308 $64.4M
20 Ervin Investment Management, LLC 22.78% 81,191 $38.9M
21 Constant Guidance Financial LLC 22.31% 67,337 $32.3M
22 Pertento Partners LLP 22.22% 633,900 $303.8M
23 H&H International Investment, LLC 21.91% 9,147,796 $4.38B
24 Bradyco, Inc. 21.21% 57,127 $27.4M
25 GoodHaven Capital Management, LLC 20.43% 122,366 $58.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Berkshire Hathaway Inc Del (BRK/B)

What does the Smart Money Trend signal show for BRK/B?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BRK/B than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BRK/B?

More sellers than buyers — 49% buying: Last quarter: 2,274 funds reduced or exited vs 2,216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BRK/B holders?

Elite ownership — 41% AUM from top-100 funds: 66 of 4816 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BRK/B. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BRK/B?

70% of holders stayed for 2+ years: 3,361 out of 4,816 hedge funds have held BRK/B for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Berkshire Hathaway Inc Del (BRK/B) following the 2026 Q1 hedge fund 13F filings?

As of today, BRK/B has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), BRK/B has gained +1.4% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →