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 |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
963
shares
|
$490,109
0.11% of portfolio
|
Q2 2025
Reduced 62.96%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
961
shares
|
$489,091
0.3% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
960
shares
|
$488,582
0.06% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
957
shares
|
$487,055
0.15% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
956
shares
|
$486,546
0.05% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
955
shares
|
$486,037
0.12% of portfolio
|
Q3 2025
Added 26.49%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
955
shares
|
$486,037
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
954
shares
|
$485,528
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
953
shares
|
$485,019
0.19% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
953
shares
|
$485,019
0.16% of portfolio
|
Q1 2025
Added 29.66%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
952
shares
|
$484,510
0.3% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
952
shares
|
$484,510
0.13% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jan 21, 2026 Q4 2025 |
952
shares
|
$484,510
0.18% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
951
shares
|
$484,001
0.23% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
951
shares
|
$484,001
0.17% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
950
shares
|
$483,493
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
949
shares
|
$482,984
0.29% of portfolio
|
Q4 2025
Added 99.37%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
949
shares
|
$482,984
0.28% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
949
shares
|
$482,984
0.21% of portfolio
|
Q3 2025
Added 37.34%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
949
shares
|
$482,984
0.28% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
948
shares
|
$482,475
0.26% of portfolio
|
Q2 2025
Added 35.45%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
947
shares
|
$481,966
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
945
shares
|
$480,948
0.14% of portfolio
|
Q4 2025
Added 19.32%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
945
shares
|
$480,948
0.21% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
945
shares
|
$480,948
0.12% of portfolio
|
Q1 2024
Added 0.64%
|
|