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 |
|---|---|---|---|---|---|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
1,130
shares
|
$575,102
0.08% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
1,127
shares
|
$573,575
0.36% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
1,126
shares
|
$573,066
0.26% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
1,122
shares
|
$571,030
0.19% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Jan 22, 2026 Q4 2025 |
1,121
shares
|
$570,521
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,120
shares
|
$570,012
0.12% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
1,118
shares
|
$568,994
0.31% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jan 23, 2026 Q4 2025 |
1,118
shares
|
$568,994
0.41% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
1,116
shares
|
$567,977
0.14% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,115
shares
|
$567,468
0.0% of portfolio
|
Q3 2025
Reduced 77.15%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,114
shares
|
$566,959
0.08% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,112
shares
|
$565,941
0.28% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
1,112
shares
|
$565,941
0.52% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,111
shares
|
$565,432
0.19% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
1,110
shares
|
$564,923
0.34% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,109
shares
|
$564,414
0.16% of portfolio
|
N/A
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
1,106
shares
|
$562,887
0.1% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,103
shares
|
$561,360
0.11% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
1,103
shares
|
$561,360
0.3% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
1,103
shares
|
$561,360
0.23% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,100
shares
|
$559,834
0.11% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$557,289
0.22% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
1,095
shares
|
$557,289
0.23% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
1,092
shares
|
$555,762
0.24% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
1,091
shares
|
$555,253
0.26% of portfolio
|
Q3 2024
New holding
|
|