Berkshire Hathaway Inc. (BRK.B)
Quantitative Summary
DeterministicBRK.B trades at 14.1x earnings, roughly in line with its sector average of 19.2x.
Generated deterministically from quant metrics and financial statements. Not a recommendation.
Valuation Context
Price Chart with Moving Averages
Technical Setup
AI GeneratedThe current technical configuration for Berkshire Hathaway Inc. presents a complex landscape regarding institutional positioning, characterized by the intersection of price action at $480.90 and broader sector dynamics within Financial Services. While specific moving average crossover data is absent from the immediate dataset, the proximity to major support or resistance levels often dictates how large capital allocators manage exposure in such high-value equities. In the absence of explicit volume trend confirmation or clear SMA divergences in this snapshot, one cannot definitively assert whether institutions are aggressively accumulating defensive positions or systematically reducing stakes based solely on price location. Institutional behavior is frequently inferred through sustained price stability or volatility shifts relative to historical norms; here, the stock's placement requires analysis against longer-term trends that typically filter out short-term noise for major players. Without visible volume surges accompanying price movements, it remains unclear if current levels represent a zone of significant institutional absorption or merely passive holding patterns common in mature financial service giants. The lack of definitive directional signals from moving averages suggests that larger market participants may be waiting for clearer confluence between technical indicators and fundamental catalysts before committing substantial new capital to either side of the trade. Ultimately, this setup invites scrutiny into whether the current price action aligns with broader sector rotation strategies or represents a consolidation phase typical for entities of Berkshire's magnitude. Observers should note that without corroborating volume data or confirmed trend line breaks, interpreting institutional intent requires caution against over-reading minor fluctuations as definitive shifts in large
Underwater (Drawdown from Peak)
How far below the all-time high the price has been over time. Deeper = more pain for holders.
Rolling 60-Day Beta vs S&P 500 (VOO)
How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.
Fama-French 5-Factor Exposure
Academic factor model decomposition — what's really driving this stock's returns.
Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.
Fundamentals
SEC Filings & Material Events
Significant news
Full financial overview
Significant news
Significant news
Significant news
Smart Money Flow
Institutional 13F filings from top hedge funds. Positions updated quarterly from SEC EDGAR.
| Fund | Quarter | Shares Change | % Change | Action |
|---|---|---|---|---|
| Millennium Management | 2026-Q1 | +35,800 | +23.9% | Increased |
| Soros Fund Management | 2026-Q1 | +133,277 | +100.0% | New Position |
| Point72 Asset Mgmt | 2026-Q1 | +700 | +2.6% | Increased |
| Citadel Advisors | 2026-Q1 | +153,700 | +13.3% | Increased |
| Renaissance Technologies | 2026-Q1 | -250,466 | -99.3% | Decreased |
| Two Sigma Investments | 2026-Q1 | -197,900 | -85.7% | Decreased |
| DE Shaw | 2026-Q1 | -429,800 | -61.2% | Decreased |
| Two Sigma Investments | 2025-Q4 | +226,900 | +5672.5% | Increased |
| Renaissance Technologies | 2025-Q4 | +249,133 | +8154.9% | Increased |
| DE Shaw | 2025-Q4 | +104,200 | +17.4% | Increased |
| Millennium Management | 2025-Q4 | -550,431 | -78.6% | Decreased |
| Point72 Asset Mgmt | 2025-Q4 | +10,760 | +66.3% | Increased |
Source: SEC 13F-HR filings. 13F data is delayed ~45 days after quarter end. Not investment advice.
Passive Flow Attribution
ETF Draft EffectWhen investors buy or sell ETFs like XLF or VFH, the fund manager is mechanically forced to buy or sell BRK.B shares regardless of Berkshire Hathaway Inc.'s individual fundamentals. We estimate $73.2B of passive capital is structurally linked to BRK.B through 8 tracked ETFs. This substantial passive exposure means that ETF inflows and outflows — not company fundamentals — can dominate daily volume on this stock.
Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.
ETF Contagion Visualizer
Simulate a price drop in Berkshire Hathaway Inc. to visualize passive redemption contagion across ETFs and collateral stocks.
If Berkshire Hathaway Inc. (BRK.B) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies JPMorgan Chase & Co. (JPM) as the most exposed collateral stock, sharing 4 ETFs with BRK.B. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.
Contagion model based on shared ETF exposure and constituent weights across 17 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.
BRK.B Ownership Dynamics
Passive funds hold 1 in every 8 BRK.B shares, reducing daily market volatility.
Berkshire Hathaway Inc. (BRK.B) exerts measurable gravity on the passive index market, currently representing 11.9% of the State Street Financial Select Sector SPDR ETF (XLF) and 7.7% of the VFH (VFH). Across 17 tracked ETFs, approximately 165M shares (11.8% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.
ETFs with Highest BRK.B Exposure
Float lock-up computed from 17 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).
BRK.B Institutional Volume Profile
252-day volume distribution by price level. The Point of Control (POC) marks — the price where the most institutional volume transacted — an implicit support/resistance floor.
The highest-volume price zone for Berkshire Hathaway Inc. over the past year sits near $496.81 (10% of 252-day volume). The current price of $471.51 sits 5.1% below the POC — suggesting potential mean-reversion upside if institutional demand reasserts at this level.
Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.
Institutional Holdings (13F Filings)
Raw SEC 13F-HR filings from institutional investment managers. Shows exact share counts and portfolio values as reported to the SEC.
| Fund | Quarter | Shares | Value ($K) |
|---|---|---|---|
| Citadel Advisors | 2026-Q1 | 1,310,200 | $627,847,840K |
| DE Shaw | 2026-Q1 | 272,600 | $130,629,920K |
| Millennium Management | 2026-Q1 | 185,700 | $88,987,440K |
| Soros Fund Management | 2026-Q1 | 133,277 | $63,866,338K |
| Two Sigma Investments | 2026-Q1 | 33,000 | $15,813,600K |
| Point72 Asset Mgmt | 2026-Q1 | 27,700 | $13,273,840K |
| Renaissance Technologies | 2026-Q1 | 1,722 | $824,942K |
| Citadel Advisors | 2025-Q4 | 1,156,500 | $581,314,725K |
| DE Shaw | 2025-Q4 | 702,400 | $353,061,360K |
| Renaissance Technologies | 2025-Q4 | 252,188 | $126,757,442K |
| Two Sigma Investments | 2025-Q4 | 230,900 | $116,061,885K |
| Millennium Management | 2025-Q4 | 149,900 | $75,347,235K |
| Point72 Asset Mgmt | 2025-Q4 | 27,000 | $13,571,550K |
| Citadel Advisors | 2025-Q3 | 1,693,500 | $851,390,190K |
| Millennium Management | 2025-Q3 | 700,331 | $352,084,407K |
Source: SEC 13F-HR filings. Values reported in thousands. 13F data is delayed ~45 days after quarter end.
Price Correlations
Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.
| Peer | 252-Day (1Y) | 126-Day (6M) | Direction |
|---|---|---|---|
| WTGXX | NaN | NaN | |
| BRK-B | 0.999 | 0.998 | High co-movement |
| BRK.A | 0.960 | 0.976 | High co-movement |
| MMC | 0.525 | 0.445 | Moderate |
| AFL | 0.504 | 0.456 | Moderate |
| HIG | 0.497 | 0.466 | Moderate |
| L | 0.494 | 0.400 | Moderate |
| TRV | 0.466 | 0.465 | Moderate |
| VRTPX | 0.460 | 0.311 | Moderate |
| MRSH | 0.450 | 0.421 | Moderate |
Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.
Compare BRK.B to Peers
Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.
SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.