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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$346,588
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
681
shares
|
$346,588
0.25% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
681
shares
|
$346,588
0.26% of portfolio
|
Q4 2025
Added 3.5%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$345,570
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
679
shares
|
$345,570
0.11% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
678
shares
|
$345,061
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Xena Financial Planning, LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
678
shares
|
$345,061
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
677
shares
|
$344,552
0.2% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
676
shares
|
$344,043
0.03% of portfolio
|
Q4 2025
Reduced 4.92%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
675
shares
|
$343,534
0.03% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
675
shares
|
$343,534
0.11% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
675
shares
|
$343,534
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
675
shares
|
$343,534
0.27% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
673
shares
|
$342,516
0.05% of portfolio
|
Q4 2025
Added 47.59%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$342,516
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
673
shares
|
$342,516
0.26% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
670
shares
|
$340,989
0.1% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
670
shares
|
$340,989
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
670
shares
|
$340,989
0.57% of portfolio
|
Q3 2025
Added 42.55%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
668
shares
|
$339,971
0.17% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
663
shares
|
$337,427
0.05% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
663
shares
|
$337,427
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
663
shares
|
$337,427
0.39% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
662
shares
|
$336,918
0.04% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
662
shares
|
$336,918
0.15% of portfolio
|
Q3 2025
Reduced 2.79%
|
|