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 |
|---|---|---|---|---|---|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
888
shares
|
$451,938
0.59% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
887
shares
|
$451,429
0.1% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
886
shares
|
$450,920
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
886
shares
|
$450,920
0.26% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
885
shares
|
$450,411
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
885
shares
|
$450,411
0.22% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
883
shares
|
$449,394
0.3% of portfolio
|
Q4 2025
Reduced 36.25%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
883
shares
|
$449,394
0.18% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
878
shares
|
$446,849
0.15% of portfolio
|
Q3 2025
Added 105.14%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
878
shares
|
$446,849
0.03% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
878
shares
|
$446,849
0.09% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
878
shares
|
$446,849
0.27% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
877
shares
|
$446,340
0.16% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
877
shares
|
$446,340
0.25% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
876
shares
|
$445,831
0.29% of portfolio
|
Q2 2023
Added 14.66%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Jan 12, 2026 Q4 2025 |
875
shares
|
$445,322
0.3% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
874
shares
|
$444,813
0.19% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
874
shares
|
$444,813
0.27% of portfolio
|
Q4 2025
Reduced 14.48%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
872
shares
|
$443,795
0.06% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
867
shares
|
$441,250
0.16% of portfolio
|
Q2 2024
Added 24.93%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
867
shares
|
$441,250
0.77% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
866
shares
|
$440,742
0.11% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
863
shares
|
$439,215
0.29% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
863
shares
|
$439,215
0.37% of portfolio
|
Q4 2025
Reduced 5.58%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
862
shares
|
$438,706
0.1% of portfolio
|
Q4 2024
Reduced 3.9%
|
|