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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
31,649
shares
|
$16.1 Million
1.04% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
31,637
shares
|
$16.1 Million
10.13% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Boit C F David
Boston, MA |
Jan 15, 2026 Q4 2025 |
31,628
shares
|
$16.1 Million
7.36% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
31,586
shares
|
$16.1 Million
0.91% of portfolio
|
Q4 2025
Added 14.31%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
31,547
shares
|
$16.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
31,515
shares
|
$16 Million
0.88% of portfolio
|
Q4 2025
Reduced 25.33%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
31,476
shares
|
$16 Million
3.83% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
31,381
shares
|
$16 Million
0.21% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,379
shares
|
$16 Million
0.36% of portfolio
|
Q3 2025
Added 106.58%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
31,265
shares
|
$15.9 Million
4.07% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
31,210
shares
|
$15.9 Million
1.55% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2025 Q3 2025 |
31,200
shares
|
$15.9 Million
4.4% of portfolio
|
Q2 2024
Reduced 22.0%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
31,165
shares
|
$15.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 59.26%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
31,125
shares
|
$15.8 Million
5.35% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,968
shares
|
$15.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
30,856
shares
|
$15.7 Million
3.24% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
30,849
shares
|
$15.7 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lfl Advisers, LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
30,830
shares
|
$15.7 Million
6.66% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
30,810
shares
|
$15.7 Million
1.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,692
shares
|
$15.6 Million
2.51% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
30,677
shares
|
$15.6 Million
3.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
30,596
shares
|
$15.6 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 21, 2026 Q4 2025 |
30,571
shares
|
$15.6 Million
12.46% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
30,449
shares
|
$15.5 Million
1.43% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
30,401
shares
|
$15.5 Million
0.59% of portfolio
|
Q3 2025
Added 0.05%
|
|