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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
661
shares
|
$336,409
0.26% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
660
shares
|
$335,900
0.01% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
660
shares
|
$335,900
0.21% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
660
shares
|
$335,900
0.3% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
660
shares
|
$335,900
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
657
shares
|
$334,373
0.21% of portfolio
|
Q3 2025
Reduced 63.38%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
657
shares
|
$334,373
0.22% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
656
shares
|
$333,864
0.04% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
653
shares
|
$332,337
0.09% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
653
shares
|
$332,337
0.25% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jan 20, 2026 Q4 2025 |
652
shares
|
$331,828
0.26% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Caxton Corp
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
651
shares
|
$331,319
1.51% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
651
shares
|
$331,319
0.11% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
650
shares
|
$330,811
0.03% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
650
shares
|
$330,811
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
650
shares
|
$330,811
0.1% of portfolio
|
Q4 2025
Added 44.12%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
650
shares
|
$330,811
0.15% of portfolio
|
Q4 2025
Added 7.79%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
645
shares
|
$328,266
0.03% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
645
shares
|
$328,266
0.22% of portfolio
|
Q3 2025
Added 129.54%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
644
shares
|
$327,757
0.21% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
643
shares
|
$327,248
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
641
shares
|
$326,230
0.27% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
638
shares
|
$324,703
0.11% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 20, 2026 Q4 2025 |
638
shares
|
$324,703
0.73% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
638
shares
|
$324,703
0.29% of portfolio
|
Q3 2025
Added 17.93%
|
|