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 |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
1,044
shares
|
$531,333
0.23% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,043
shares
|
$530,824
0.02% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
1,040
shares
|
$529,297
0.08% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
1,039
shares
|
$528,788
0.3% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,038
shares
|
$528,279
0.34% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,037
shares
|
$527,770
0.22% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,037
shares
|
$527,770
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,037
shares
|
$527,770
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
1,036
shares
|
$527,261
0.05% of portfolio
|
Q4 2025
Added 4.96%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
1,036
shares
|
$527,261
0.16% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
1,036
shares
|
$527,261
0.22% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,035
shares
|
$526,752
0.16% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,033
shares
|
$525,735
0.37% of portfolio
|
Q3 2025
Added 42.88%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 13, 2026 Q4 2025 |
1,033
shares
|
$525,735
0.29% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
1,032
shares
|
$525,226
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
1,029
shares
|
$523,699
0.43% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
1,029
shares
|
$523,699
0.33% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
1,028
shares
|
$523,190
0.25% of portfolio
|
Q4 2025
Added 3.01%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
1,027
shares
|
$522,681
0.48% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
1,025
shares
|
$521,663
0.03% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,025
shares
|
$521,663
0.06% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
1,024
shares
|
$521,154
0.07% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,024
shares
|
$521,154
0.3% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
1,024
shares
|
$521,154
0.33% of portfolio
|
Q4 2023
Reduced 53.96%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
1,024
shares
|
$521,154
0.25% of portfolio
|
Q4 2025
Added 19.35%
|
|