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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
32,998
shares
|
$16.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
32,969
shares
|
$16.8 Million
4.05% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
32,902
shares
|
$16.7 Million
5.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
32,872
shares
|
$16.7 Million
0.84% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
32,819
shares
|
$16.7 Million
0.75% of portfolio
|
Q4 2025
Reduced 21.66%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
32,768
shares
|
$16.7 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
32,654
shares
|
$16.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
32,549
shares
|
$16.6 Million
2.72% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
32,528
shares
|
$16.6 Million
0.34% of portfolio
|
Q4 2025
Added 26.24%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,456
shares
|
$16.5 Million
0.28% of portfolio
|
Q3 2025
Added 61.71%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
32,241
shares
|
$16.4 Million
5.72% of portfolio
|
Q3 2025
Added 93.22%
|
|
|
Inlet Private Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
32,235
shares
|
$16.4 Million
4.0% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
32,198
shares
|
$16.4 Million
0.6% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
32,150
shares
|
$16.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
31,982
shares
|
$16.3 Million
5.57% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
31,955
shares
|
$16.3 Million
0.69% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
31,928
shares
|
$16.2 Million
0.29% of portfolio
|
Q4 2025
Added 8.4%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
31,891
shares
|
$16.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
31,874
shares
|
$16.2 Million
1.18% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
31,851
shares
|
$16.2 Million
0.26% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
31,770
shares
|
$16.2 Million
1.96% of portfolio
|
Q4 2025
Added 10.21%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
31,766
shares
|
$16.2 Million
0.61% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
31,725
shares
|
$16.1 Million
2.13% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
31,722
shares
|
$16.1 Million
2.55% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
31,695
shares
|
$16.1 Million
5.68% of portfolio
|
Q3 2025
Reduced 2.8%
|
|