Key insights
- Berkshire Hathaway increased its stake in Mitsubishi to 11.06% as of April 30, 2026. While the share count increased, the number of shares outstanding decreased even more. This signals continued confidence in the Japanese trading company, and potentially the other four major Sōgō Shōsha. This may have a slightly positive impact on US equities due to BRK's large market capitalization and influence.
The prior regulatory filing showed a 9.67% stake in Mitsubishi on March 10, 2025. My personal opinion is that BRK very likely increased their holdings in the other four sōgō shōsha and will be submitting filings in the near future.
(edit) My opinion just changed. While BRK's share count of Mitsubishi increased by 5.5% (from 389,043,900 shares to 410,339,800), the number of shares outstanding dropped by 7.8% (from 4,022,391,153 shares to 3,710,528,742). I still feel that BRK increased their holdings of the four other sōgō shōsha, but it may not require regulatory filings for disclosure.