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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
742
shares
|
$377,633
0.16% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
742
shares
|
$377,633
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
740
shares
|
$376,615
0.04% of portfolio
|
Q3 2025
Reduced 93.64%
|
|
|
Schwab Charitable Fund
|
Jan 22, 2026 Q4 2025 |
737
shares
|
$375,088
0.01% of portfolio
|
Q4 2025
Reduced 17.93%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
737
shares
|
$375,088
0.23% of portfolio
|
Q3 2025
Reduced 49.59%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
737
shares
|
$375,088
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
736
shares
|
$374,579
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
735
shares
|
$374,070
0.1% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
735
shares
|
$374,070
0.25% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
734
shares
|
$373,561
0.19% of portfolio
|
Q4 2025
Added 16.88%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
734
shares
|
$373,561
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
733
shares
|
$373,053
0.14% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
733
shares
|
$373,053
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
732
shares
|
$372,544
0.23% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
731
shares
|
$372,035
0.09% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
730
shares
|
$371,526
0.14% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
728
shares
|
$370,508
0.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
727
shares
|
$369,999
0.12% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
727
shares
|
$369,999
0.17% of portfolio
|
Q4 2025
Added 7.39%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
727
shares
|
$369,999
0.08% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
725
shares
|
$368,981
0.1% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
724
shares
|
$368,472
0.12% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
724
shares
|
$368,472
0.09% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
723
shares
|
$367,963
0.33% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
723
shares
|
$367,963
0.33% of portfolio
|
Q3 2025
Reduced 0.69%
|
|