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 |
|---|---|---|---|---|---|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
476
shares
|
$242,255
0.05% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
476
shares
|
$242,255
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
476
shares
|
$242,255
0.14% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
475
shares
|
$241,746
0.09% of portfolio
|
Q4 2025
Added 9.2%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
475
shares
|
$241,746
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
475
shares
|
$241,746
0.06% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
475
shares
|
$241,746
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
473
shares
|
$240,728
0.12% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
473
shares
|
$240,728
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
472
shares
|
$240,219
0.05% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
471
shares
|
$239,710
0.28% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
470
shares
|
$239,201
0.12% of portfolio
|
Q4 2025
Reduced 44.9%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
468
shares
|
$238,183
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
467
shares
|
$237,674
0.03% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
466
shares
|
$237,166
0.13% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
464
shares
|
$236,148
0.05% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
463
shares
|
$235,639
0.2% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
463
shares
|
$235,639
0.1% of portfolio
|
Q3 2025
Reduced 30.48%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
460
shares
|
$234,112
0.13% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
460
shares
|
$234,112
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
459
shares
|
$233,603
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
459
shares
|
$233,603
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
458
shares
|
$233,094
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
457
shares
|
$232,585
0.06% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jan 23, 2026 Q4 2025 |
457
shares
|
$232,585
0.14% of portfolio
|
Q4 2025
Reduced 1.51%
|
|