Berkshire Hathaway (XSWX:BRK) Institutional Ownership: 28.22% (As of Jul. 23, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:BRK Berkshire Hathaway Inc XSWX:BRK
71 GF Score
Price CHF398.20
GF Value CHF433.99
Valuation Fairly Valued
! 4 Warning Signs
View Full Analysis

What is Berkshire Hathaway Institutional Ownership?

Berkshire Hathaway XSWX:BRK 71 Institutional Ownership is 28.22% as of Jul. 23, 2026. GuruFocus rates XSWX:BRK with a GF Score™ of 71/100 and a GF Value™ of CHF433.99 (Fairly Valued). The stock has 4 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Berkshire Hathaway's institutional ownership is 28.22%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Berkshire Hathaway's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Berkshire Hathaway's Float Percentage Of Total Shares Outstanding is 57.39%.

Berkshire Hathaway Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Berkshire Hathaway's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Berkshire Hathaway Institutional Ownership Chart

Berkshire Hathaway Historical Data

The historical data trend for Berkshire Hathaway can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 28.21 28.25 28.37 27.89 28.02 27.86 28.36 28.19 28.12 28.22
XSWX:BRK
71GF Score
Berkshire Hathaway Inc XSWX:BRK
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Berkshire Hathaway Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 28.22% mean?
Berkshire Hathaway (XSWX:BRK) has a Institutional Ownership of 28.22% as of Jul. 23, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Berkshire Hathaway and its competitors.
Is Berkshire Hathaway's Institutional Ownership too high?
Berkshire Hathaway's current Institutional Ownership is 28.22%. Overall, Berkshire Hathaway has a GF Score™ of 71/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Berkshire Hathaway's Institutional Ownership compare to AIG and HIG?
Berkshire Hathaway's Institutional Ownership of 28.22% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Berkshire Hathaway and its competitors. Berkshire Hathaway's current Institutional Ownership is 28.22%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berkshire Hathaway stock overvalued right now?
Based on GuruFocus' analysis, Berkshire Hathaway (XSWX:BRK) is currently considered Fairly Valued. The stock's GF Value™ is CHF433.99, compared to a current price of CHF398.20 — trading 8.2% below its estimated fair value. The current Institutional Ownership is 28.22%. Berkshire Hathaway's overall GF Score™ is 71/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Berkshire Hathaway (XSWX:BRK), the current Institutional Ownership is 28.22% as of Jul. 23, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Berkshire Hathaway (XSWX:BRK) Overvalued in 2026?

Based on GuruFocus' analysis, Berkshire Hathaway stock appears to be undervalued. The current stock price of CHF398.20 is trading 8.2% below its estimated GF Value™ of CHF433.99. GuruFocus considers Berkshire Hathaway to be Fairly Valued.

Key valuation signals for XSWX:BRK:

  • Institutional Ownership: 28.22%
  • GF Value™: CHF433.99 vs. price of CHF398.20 (8.2% below fair value)
  • GF Score™: 71/100 with 4 warning signs

No single metric tells the full story. See the XSWX:BRK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Berkshire Hathaway Business Description

Address 3555 Farnam Street, Omaha, NE, USA, 68131
Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from its operations to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire generated close to $371.4 billion in operating revenue in during 2025.
71GF Score

Get the complete analysis for XSWX:BRK

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF398.20
Price
CHF433.99
GF Value