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 |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
1,225
shares
|
$623,451
0.64% of portfolio
|
Q4 2025
Reduced 47.47%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
1,224
shares
|
$622,942
0.13% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
1,223
shares
|
$622,433
0.24% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,219
shares
|
$620,397
0.17% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,216
shares
|
$618,871
0.05% of portfolio
|
Q1 2023
Reduced 7.25%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,213
shares
|
$617,344
0.21% of portfolio
|
Q4 2022
Added 38.47%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
1,213
shares
|
$617,344
0.32% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
1,213
shares
|
$617,344
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,212
shares
|
$616,835
0.19% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,206
shares
|
$613,781
0.17% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
1,205
shares
|
$613,272
0.21% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
1,203
shares
|
$612,254
0.54% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,203
shares
|
$612,254
0.35% of portfolio
|
Q3 2025
Added 30.76%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
1,202
shares
|
$611,745
0.27% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,201
shares
|
$611,236
0.41% of portfolio
|
Q3 2025
Added 14.6%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,199
shares
|
$610,219
0.57% of portfolio
|
Q2 2024
Reduced 22.6%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
1,199
shares
|
$610,219
0.17% of portfolio
|
Q4 2025
Reduced 20.01%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,197
shares
|
$609,201
0.07% of portfolio
|
Q4 2023
Added 15.05%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
1,194
shares
|
$607,674
0.17% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
1,193
shares
|
$607,165
0.33% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jan 16, 2026 Q4 2025 |
1,193
shares
|
$607,165
1.05% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
1,192
shares
|
$606,656
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,191
shares
|
$606,147
0.02% of portfolio
|
Q3 2025
Added 37.37%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,190
shares
|
$605,638
0.27% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,190
shares
|
$605,638
0.1% of portfolio
|
Q3 2025
Added 14.64%
|
|