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 |
|---|---|---|---|---|---|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
1,275
shares
|
$648,898
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
1,274
shares
|
$648,389
0.47% of portfolio
|
Q3 2025
Added 153.78%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,273
shares
|
$647,880
0.19% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
1,271
shares
|
$646,862
0.35% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
Jan 20, 2026 Q4 2025 |
1,270
shares
|
$646,353
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
1,269
shares
|
$645,844
0.35% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
1,268
shares
|
$645,335
0.39% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
1,265
shares
|
$643,809
0.14% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
1,265
shares
|
$643,809
0.34% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,264
shares
|
$643,300
0.15% of portfolio
|
Q3 2025
Reduced 16.07%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 23, 2026 Q4 2025 |
1,264
shares
|
$643,300
0.29% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
1,263
shares
|
$642,791
0.27% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
1,262
shares
|
$642,282
0.15% of portfolio
|
Q4 2025
Reduced 7.61%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
1,260
shares
|
$641,264
0.3% of portfolio
|
Q4 2025
Reduced 16.5%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,259
shares
|
$640,755
0.18% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
1,258
shares
|
$640,246
0.22% of portfolio
|
Q4 2025
Added 23.94%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,256
shares
|
$639,228
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,256
shares
|
$639,228
0.27% of portfolio
|
Q3 2025
Added 43.87%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$638,719
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
1,255
shares
|
$638,719
0.31% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$638,210
2.12% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
1,254
shares
|
$638,210
0.46% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
1,252
shares
|
$637,192
0.31% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
1,250
shares
|
$636,175
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
1,250
shares
|
$636,175
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|