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 |
|---|---|---|---|---|---|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
840
shares
|
$427,509
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
838
shares
|
$426,491
0.07% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
837
shares
|
$425,982
0.23% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
832
shares
|
$423,438
0.3% of portfolio
|
Q4 2025
Reduced 11.21%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
831
shares
|
$422,929
0.18% of portfolio
|
Q3 2025
Added 61.05%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
830
shares
|
$422,420
0.27% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
828
shares
|
$421,402
0.14% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
828
shares
|
$421,402
0.24% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
824
shares
|
$419,366
0.22% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
822
shares
|
$418,348
0.23% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
821
shares
|
$417,839
0.15% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
820
shares
|
$417,330
0.3% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
820
shares
|
$417,330
0.17% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
820
shares
|
$417,330
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
818
shares
|
$416,312
0.15% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
818
shares
|
$416,312
0.01% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
816
shares
|
$415,295
0.1% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
811
shares
|
$412,750
0.07% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
811
shares
|
$412,750
0.14% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$412,241
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
810
shares
|
$412,241
0.14% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
810
shares
|
$412,241
0.1% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
809
shares
|
$411,732
0.13% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
809
shares
|
$411,732
0.2% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
809
shares
|
$411,732
0.09% of portfolio
|
Q3 2025
Added 1.0%
|
|