Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 5,162 institutions that hold shares in the stock, with a total of 882 Million shares, which have been reported (via 13F filing form) to have a value of $449 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
39,088
shares
|
$19.9 Million
2.14% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
38,941
shares
|
$19.8 Million
14.52% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
38,885
shares
|
$19.8 Million
0.98% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
38,684
shares
|
$19.7 Million
0.21% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
38,456
shares
|
$19.6 Million
0.68% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Muhlenkamp & CO Inc
|
Nov 07, 2025 Q3 2025 |
38,380
shares
|
$19.5 Million
5.51% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
38,364
shares
|
$19.5 Million
1.26% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
38,303
shares
|
$19.5 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
38,230
shares
|
$19.5 Million
2.4% of portfolio
|
Q3 2025
Reduced 31.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38,188
shares
|
$19.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 14, 2026 Q4 2025 |
37,948
shares
|
$19.3 Million
4.62% of portfolio
|
Q4 2025
Added 4.1%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
37,858
shares
|
$19.3 Million
5.61% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
37,838
shares
|
$19.3 Million
2.98% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
37,803
shares
|
$19.2 Million
0.95% of portfolio
|
Q4 2025
Added 7.74%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
37,721
shares
|
$19.2 Million
1.57% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
37,677
shares
|
$19.2 Million
0.17% of portfolio
|
Q4 2025
Reduced 11.99%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
37,653
shares
|
$19.2 Million
0.35% of portfolio
|
Q4 2025
Added 3.81%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
37,612
shares
|
$19.1 Million
1.42% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
37,612
shares
|
$19.1 Million
1.57% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
37,266
shares
|
$19 Million
8.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
37,200
shares
|
$18.9 Million
2.69% of portfolio
|
Q3 2025
Added 150.24%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
37,157
shares
|
$18.9 Million
5.86% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
37,124
shares
|
$18.9 Million
0.63% of portfolio
|
Q4 2025
Added 60.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
37,098
shares
|
$18.9 Million
0.65% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
36,950
shares
|
$18.8 Million
0.69% of portfolio
|
Q4 2025
Reduced 7.99%
|
|