BRK-A at a glance
Berkshire Hathaway Inc (BRK-A, SEC CIK 1067983) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Berkshire Hathaway Inc (BRK-A) reported revenue of $247.2 billion (down 1.0% from FY2024) and net income of $67.0 billion.
- As of June 30, 2026, 75 institutional investment managers tracked by SignalX reported holding Berkshire Hathaway Inc (BRK-A) shares worth $252.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Jain Ajit on September 28, 2026 of 39,700 shares at $503.09 per share.
- Berkshire Hathaway Inc reported 26 positions worth $299.3 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Apple Inc (AAPL) at 22.0%, American Express Co (AXP) at 17.1% and Alphabet Inc (GOOGL) at 12.6%.
- In the last 90 days, BRK-A insiders reported 3 open-market purchases ($250K) and 1 open-market sale ($20.0M) on Form 4, a net sale of $19.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $247.2B
- −1.0% vs prior year
- Insiders · 90 days
- 3 buys · 1 sell
- Net −$19.7M
- 13F holders
- 75 funds
- $252.2B · +0 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Net earnings $67.0B in 2025 vs $89.0B in 2024, decline driven by lower investment gains ($30.7B vs $41.6B) and $8.3B impairment losses on Kraft Heinz and Occidental
- Operating margin (pre-tax earnings as % of revenues) in Manufacturing, Service & Retailing 8.2% vs 7.8% in 2024; BNSF operating ratio improved to 65.5% from 68.0%
- Best segment: Manufacturing pre-tax earnings $12.6B, up 5.7% YoY; industrial products margin 18.3% vs 16.8%, Worst: Pilot pre-tax earnings down 69.1% ($424M decline) on lower fuel volumes
- Operating cash flow $46.0B; capex $20.9B (BNSF + BHE $14.4B); no share repurchases in 2025; cash/T-Bills held $369.0B
- Key risks: tariff/trade policy uncertainty, rising GEICO claim severities (bodily injury up 12–14%), OBBBA accelerating phase-out of renewable energy tax credits impacting BHE future capex
Business Overview
- Diversified holding company; insurance (GEICO, BH Reinsurance, BH Primary), BNSF rail, BHE energy, and manufacturing/retail subsidiaries managed on decentralized basis
- Two notable acquisitions: Bell Laboratories (rodenticides, July 31, 2025) and OxyChem from Occidental Petroleum (closed Jan 2, 2026), adding ~4,000 employees and 21 U.S. manufacturing plants
- U.S. withdrew from Paris Agreement again (Jan 2025); EPA rescinded 2009 GHG Endangerment Finding (Feb 2026), materially shifting BHE's regulatory environment for coal/gas generation
- Insurance float grew from ~$138B (end-2020) to ~$176B (end-2025); combined statutory surplus of U.S.-based insurers ~$333B; GEICO held third-largest auto insurance market share at ~11.6%
- Total workforce ~387,800; Forest River held ~36% RV market share vs largest competitor's ~39%, nearly matching industry leader
Risk Factors
- Key-person risk: Warren Buffett stepping down; Gregory Abel assumes CEO role January 1, 2026, with full capital allocation responsibility
- Equity portfolio concentration in few issuers; major decline could impair insurance statutory surplus and claims-paying ratings
- Unpaid loss reserves $151.8B at December 31, 2025; small percentage increase produces material earnings reduction
- BNSF revenue exposed to coal transport displacement risk via government energy policy shifts restricting coal as electricity fuel
- Geopolitical/tariff risk via rising armed conflicts and U.S. trade policy changes threatening supply chains, sales, and securities values
AI summary of the BRK-A 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Risks: market prices, catastrophes, regulation, taxes, economic conditions, and capital-market access
Risk Factors
- Repurchase liquidity constraint: Berkshire will not repurchase shares if cash, equivalents, and U.S. Treasury Bills fall below $30 billion
- Capital-allocation risk: June repurchases totaled 413 Class A shares and 7,139,881 Class B shares
- Regulatory compliance risk: Mine-safety violations and related legal matters reported under Dodd-Frank Section 1503(a)
- Insider-trading compliance: No directors or executive officers adopted or terminated Rule 10b5-1 arrangements during second quarter 2026
AI summary of the BRK-A 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Berkshire Hathaway announced earnings for Q2 and first six months ended June 30, 2026
- Detailed financial results and management commentary available in the furnished press release exhibit
Item EX-99.1: Item EX-99.1
- Q2 operating earnings $12.983B, up from $11.160B; six-month earnings $24.329B versus $20.801B
- Manufacturing, services and retailing led growth, with Q2 earnings $4.470B versus $3.601B
Item 2.02: Results of Operations and Financial Condition
- Berkshire announced first-quarter earnings for the period ended March 31, 2026
- Earnings details are contained in Exhibit 99.1, the attached press release
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Charles C. Chang succeeds Marc D. Hamburg as Berkshire CFO on June 1, 2026
- Chang’s annual cash salary set at $8,000,000
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Board-approved bylaw restatement effective May 3, 2026
- Officer roles and responsibilities aligned with Berkshire’s current operating structure
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 13 director nominees elected, including Gregory Abel and Warren Buffett
- Executive compensation advisory vote approved, with 403,351 votes for versus 30,251 against
Item 8.01: Other Events
- ¥265.3B aggregate principal issued across four yen-denominated senior-note tranches maturing 2029–2036
- ¥7B aggregate principal issued across 2041 and 2056 senior-note tranches
AI summaries of BRK-A 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BRK-A
Don't miss the next BRK-A filing
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- Fund moves. Which tracked funds opened, added or cut BRK-A, by share count.
- Ask anything. An AI agent that reads every BRK-A filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jain Ajit | Sell | Sep 28, 2026 | 39,700 | $503.09 |
| Jain Ajit | G | Sep 3, 2026 | 10 | - |
| O'Sullivan Michael J. | Buy | Aug 12, 2026 | 45 | $510.64 |
| O'Sullivan Michael J. | Buy | Aug 12, 2026 | 43 | $513.61 |
| Chang Charles C | Buy | Aug 12, 2026 | 1 | $765184.18 |
| O'Sullivan Michael J. | Buy | Aug 12, 2026 | 400 | $512.52 |
| Chang Charles C | Buy | Aug 12, 2026 | 1 | $765189.94 |
| BUFFETT WARREN E | G | Jul 14, 2026 | 1,000,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $254.9B | $249.7B | $247.2B | |
| Net Income | $96.2B | $89.0B | $67.0B | |
| Net Margin | 37.7% | 35.6% | 27.1% | |
| Balance Sheet | ||||
| Total Assets | $1.1T | $1.2T | $1.2T | |
| Equity | $561.3B | $649.4B | $717.4B | |
| ROE | 17.1% | 13.7% | 9.3% | |
| Cash Flow | ||||
| Operating CF | $49.2B | $30.6B | $46.0B | |
| CapEx | $19.4B | $19.0B | $20.9B | |
Source: XBRL data in Berkshire Hathaway Inc (BRK-A)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BRK-A share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 75 | $252.23B |
| Q1 2026 | 75 | $243.61B |
| Q4 2025 | 72 | $262.51B |
| Q3 2025 | 74 | $264.76B |
| Q2 2025 | 73 | $250.61B |
| Q1 2025 | 70 | $206.16B |
| Q4 2024 | 65 | $145.07B |
| Q3 2024 | 62 | $73.14B |
- State Street Corp+1.65M (+2%)
- D.E. Shaw & Co+1.45M (+310%)
- Goldman Sachs Group+998.0K (+11%)
- Vanguard Capital Management LLC+944.6K (+1%)
- AQR Capital Management+737.7K (+45%)
- FMR LLC (Fidelity)−4.55M (-30%)
- JPMorgan Chase & Co−3.39M (-21%)
- Gates Foundation Trust−2.36M (-14%)
- Ameriprise Financial−343.2K (-11%)
- Wells Fargo & Co−281.6K (-6%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 566 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Berkshire Hathaway Inc top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Apple IncAAPL | 22.04% | $66.0B | 227,917,808 | Held |
| 2 | American Express CoAXP | 17.14% | $51.3B | 151,610,700 | Held |
| 3 | Alphabet IncGOOGL | 12.62% | $37.8B | 105,979,600 | Added |
| 4 | Coca Cola CoKO | 10.86% | $32.5B | 400,000,000 | Held |
| 5 | Bank of Amer CorpBAC | 9.20% | $27.5B | 483,394,015 | Trimmed |
| 6 | Chevron CorporationCVX | 4.67% | $14.0B | 84,375,856 | Held |
| 7 | Occidental Pete CorpOXY | 4.30% | $12.9B | 264,941,431 | Held |
| 8 | Chubb LimitedCB | 3.90% | $11.7B | 34,249,183 | Held |
| 9 | Moodys CorpMCO | 3.73% | $11.2B | 24,669,778 | Held |
| 10 | Kraft Heinz CoKHC | 2.57% | $7.7B | 325,634,818 | Held |
| 11 | Davita IncDVA | 2.15% | $6.4B | 28,880,209 | Held |
| 12 | Delta Air Lines IncDAL | 1.79% | $5.4B | 57,320,000 | Added |
| 13 | Siriusxm Holdings IncSIRI | 1.23% | $3.7B | 124,807,117 | Held |
| 14 | Verisign IncVRSN | 0.76% | $2.3B | 8,989,880 | Held |
| 15 | Kroger CoKR | 0.72% | $2.2B | 39,000,000 | Trimmed |
| 16 | Liberty Live Holdings IncLLYVK | 0.54% | $1.6B | 15,573,731 | Held |
| 17 | Ally Finl IncALLY | 0.41% | $1.2B | 27,000,000 | Trimmed |
| 18 | Lennar CorpLEN | 0.41% | $1.2B | 13,409,858 | Added |
| 19 | New York Times Co Mtn BeNYT | 0.37% | $1.1B | 15,700,000 | Held |
| 20 | Capital One Finl CorpCOF | 0.20% | $601.9M | 3,000,000 | Trimmed |
Source: Berkshire Hathaway Inc 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Berkshire Hathaway Inc biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Alphabet IncGOOGL | Added | +$17.2B | 105,979,600 | 12.62% |
| Bank of Amer CorpBAC | Trimmed | −$1.7B | 483,394,015 | 9.20% |
| Delta Air Lines IncDAL | Added | +$1.6B | 57,320,000 | 1.79% |
| Capital One Finl CorpCOF | Trimmed | −$832.6M | 3,000,000 | 0.20% |
| Kroger CoKR | Trimmed | −$610.8M | 39,000,000 | 0.72% |
| Nucor CorpNUE | Trimmed | −$456.5M | 1,857,752 | 0.14% |
| Lennar CorpLEN | Added | +$277.9M | 13,409,858 | 0.41% |
| Macys IncM | Added | +$101.5M | 7,347,426 | 0.06% |
| Constellation Brands IncSTZ | Sold out | −$94.9M | 0 | - |
| Ally Finl IncALLY | Trimmed | −$91.9M | 27,000,000 | 0.41% |
| D R Horton IncDHI | New | +$581K | 3,564 | 0.00% |
Estimated flow = change in share count × quarter-end price (1 new, 4 added, 5 trimmed, 1 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
BRK-A filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | May 26, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 13F-HR | May 15, 2026 | Mar 31, 2026 | - | |
| SC 13G | May 15, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 16, 2026 | - | Analysis | - |
| 4 | Mar 27, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 10-K | Mar 2, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Mar 2, 2026 | - | Analysis | - |
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BRK-A SEC filings: frequently asked questions
Are BRK-A insiders buying or selling?
In the last 90 days, Berkshire Hathaway Inc (BRK-A) officers, directors and 10% owners reported 3 open-market purchases worth $250,072 by 1 insider and 1 open-market sale worth $20.0 million by 1 insider on Form 4, a net sale of $19.7 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BRK-A stock?
As of June 30, 2026, the largest Berkshire Hathaway Inc (BRK-A) holders among the 13F filers tracked by SignalX were BlackRock ($60.6 billion), Vanguard Capital Management LLC ($59.2 billion), State Street Corp ($37.9 billion), Morgan Stanley ($13.3 billion), Vanguard Portfolio Management LLC ($12.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BRK-A's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Berkshire Hathaway Inc (BRK-A) reported revenue of $247.2 billion (down 1.0% from FY2024) and net income of $67.0 billion. The figures come from the XBRL data in the 10-K.
What are the main risks in BRK-A's latest 10-K?
In the 10-K filed March 2, 2026, Berkshire Hathaway Inc (BRK-A) flagged: Key-person risk: Warren Buffett stepping down; Gregory Abel assumes CEO role January 1, 2026, with full capital allocation responsibility. Equity portfolio concentration in few issuers; major decline could impair insurance statutory surplus and claims-paying ratings. (AI summary of the Risk Factors section.)
What did BRK-A report in its latest 8-K?
Berkshire Hathaway Inc (BRK-A) filed an 8-K on August 11, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Berkshire Hathaway announced earnings for Q2 and first six months ended June 30, 2026.
What stocks does Berkshire Hathaway Inc own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), Berkshire Hathaway Inc reported 26 positions worth $299.3 billion. The largest were Apple Inc (AAPL), 22.0%; American Express Co (AXP), 17.1%; Alphabet Inc (GOOGL), 12.6%; Coca Cola Co (KO), 10.9%; Bank of Amer Corp (BAC), 9.2%. The top 10 positions were 91.0% of the portfolio.
What did Berkshire Hathaway Inc buy in Q2 2026?
Compared with Q1 2026, Berkshire Hathaway Inc's largest estimated purchases were Alphabet Inc (GOOGL) (added, about $17.2 billion), Delta Air Lines Inc (DAL) (added, about $1.6 billion), Lennar Corp (LEN) (added, about $277.9 million), Macys Inc (M) (added, about $101.5 million) and D R Horton Inc (DHI) (new position, about $581,000). In total it opened 1 new positions and added to 4. Amounts are estimated from share-count changes at quarter-end prices.
What did Berkshire Hathaway Inc sell in Q2 2026?
Compared with Q1 2026, Berkshire Hathaway Inc's largest estimated sales were Bank of Amer Corp (BAC) (trimmed, about $1.7 billion), Capital One Finl Corp (COF) (trimmed, about $832.6 million), Kroger Co (KR) (trimmed, about $610.8 million), Nucor Corp (NUE) (trimmed, about $456.5 million) and Constellation Brands Inc (STZ) (sold out, about $94.9 million). In total it sold out of 1 positions and trimmed 5.
When does Berkshire Hathaway Inc file 13F reports?
Berkshire Hathaway Inc's latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What are the latest BRK-A SEC filings?
Berkshire Hathaway Inc (BRK-A) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on September 29, 2026.
What is BRK-A's SEC CIK number?
Berkshire Hathaway Inc (BRK-A)'s SEC Central Index Key (CIK) is 1067983. EDGAR lists every BRK-A filing under that number.
Ask anything about BRK-A
The research agent reads BRK-A's filings, financials, insider trades and 13F holders, then answers with sources.