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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
26,518
shares
|
$13.5 Million
5.45% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
26,500
shares
|
$13.5 Million
2.8% of portfolio
|
N/A
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
26,489
shares
|
$13.5 Million
0.92% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
26,474
shares
|
$13.5 Million
2.07% of portfolio
|
Q3 2025
Added 195.3%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
26,446
shares
|
$13.5 Million
0.96% of portfolio
|
Q4 2025
Added 74.53%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
26,433
shares
|
$13.5 Million
6.22% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
26,411
shares
|
$13.4 Million
1.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
26,379
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
26,303
shares
|
$13.4 Million
0.44% of portfolio
|
Q3 2025
Reduced 29.04%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
26,237
shares
|
$13.4 Million
0.58% of portfolio
|
Q3 2025
Reduced 29.18%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
26,196
shares
|
$13.3 Million
0.12% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
26,110
shares
|
$13.3 Million
4.24% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
26,046
shares
|
$13.3 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,989
shares
|
$13.2 Million
1.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
25,888
shares
|
$13.2 Million
2.61% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
25,803
shares
|
$13.1 Million
0.68% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
25,755
shares
|
$13.1 Million
0.59% of portfolio
|
Q3 2025
Added 38.01%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
25,687
shares
|
$13.1 Million
8.48% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
25,656
shares
|
$13.1 Million
2.81% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
25,489
shares
|
$13 Million
7.69% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
25,473
shares
|
$13 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
25,385
shares
|
$12.9 Million
1.28% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
25,385
shares
|
$12.9 Million
5.14% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
25,379
shares
|
$12.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
25,358
shares
|
$12.9 Million
1.17% of portfolio
|
Q4 2025
Added 8.91%
|
|