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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
765
shares
|
$389,339
0.18% of portfolio
|
Q4 2025
Added 5.08%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
765
shares
|
$389,339
0.15% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
765
shares
|
$389,339
0.38% of portfolio
|
Q3 2025
Reduced 53.1%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
763
shares
|
$388,321
0.42% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
762
shares
|
$387,812
0.16% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
759
shares
|
$386,285
0.21% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
758
shares
|
$385,776
0.22% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
758
shares
|
$385,776
0.25% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
758
shares
|
$385,776
0.38% of portfolio
|
Q1 2025
Reduced 23.82%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
756
shares
|
$384,758
0.34% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
756
shares
|
$384,758
0.2% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
755
shares
|
$384,249
0.17% of portfolio
|
Q4 2023
Reduced 81.99%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
755
shares
|
$384,249
0.11% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
755
shares
|
$384,249
0.09% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
755
shares
|
$384,249
0.29% of portfolio
|
Q4 2025
Added 12.52%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
754
shares
|
$383,740
0.05% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
754
shares
|
$383,740
0.28% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 15, 2026 Q4 2025 |
754
shares
|
$383,740
0.26% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 16, 2026 Q4 2025 |
751
shares
|
$382,213
0.11% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Prism Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
750
shares
|
$381,705
0.13% of portfolio
|
Q4 2025
Reduced 18.92%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
748
shares
|
$380,687
0.1% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
746
shares
|
$379,669
0.18% of portfolio
|
Q2 2023
Reduced 22.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 22, 2026 Q4 2025 |
746
shares
|
$379,669
0.39% of portfolio
|
Q4 2025
Reduced 29.69%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
746
shares
|
$379,669
0.17% of portfolio
|
Q3 2025
Reduced 65.06%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
743
shares
|
$378,142
0.0% of portfolio
|
Q3 2025
Reduced 16.42%
|
|