BRK.B · Company research
BERKSHIRE HATHAWAY (BRK.B): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44461 | 22139355000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 57762 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 864 | 432337000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1089707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5765 | 2885000 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Adalta Capital Management LLC | 1698926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7203 | 3604309000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Avengers, Inc. | 1844393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36539 | 18283750000 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| Leo H. Evart, Inc. | 1920405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 175137000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 51812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8392 | 4199272000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ASHFORD CAPITAL MANAGEMENT INC | 897070 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7461 | 3733410000 | — | — | — | Aug 21, 2026 | SEC_13F_DATASET |
| BARR E S & CO | 1040210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 481709 | 241042367000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealth Preservation Advisors, LLC | 1968434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2648 | 1325033000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Unconventional Investor, LLC | 1910387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55186 | 27614523000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Sankala Group LLC | 2113426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145 | 73056000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Old North State Trust, LLC | 1760444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1643 | 822000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FSA Advisors, Inc. | 1905627 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 686 | 343180000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| American Trust | 1905128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2830 | 1416104000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 1922 Investment Co LLC | 1584289 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2825 | 1413602000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sierra Capital LLC | 1787274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49402 | 24720267000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419900 | 210113761000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RMG Wealth Management LLC | 1844731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 610 | 311100000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Chico Wealth RIA | 1926037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1042 | 521406000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Field & Main Bank | 1594492 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6885 | 3445185000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 765 | 382797000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 749044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4027 | 2015071000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sandhill Capital Partners LLC | 1556245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1488 | 744580000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85344 | 42705285000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| American Money Management, LLC | 1600085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6711 | 3358117000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| S&G Foundation | 1874163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198400 | 99277376000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2019084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1361 | 681031000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9435 | 4833876000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sound Shore Management Inc /CT/ | 820124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203903 | 102031022000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 454 | 227177000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Coleford Investment Management Ltd. | 1939136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40254 | 20142699000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Coston, McIsaac & Partners | 1945037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30974 | 15499000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MONETARY MANAGEMENT GROUP INC | 1133014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3988 | 1995555000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 887748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15554 | 7783066000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Accent Capital Management, LLC | 2014179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 360 | 180140000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DEAN INVESTMENT ASSOCIATES, LLC | 846797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4265 | 2134163000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1850 | 925721000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| X-Square Capital, LLC | 1729300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10606 | 5307000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| XXEC, Inc. | 1828822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217513114 | 1058173000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TOWER BRIDGE ADVISORS | 1278249 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12211 | 6110262000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WEIK CAPITAL MANAGEMENT | 1278793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40159 | 20095162000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOSTON FAMILY OFFICE LLC | 1039807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57497 | 28771000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bretton Capital Management, LLC | 2043671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 2501950000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4511 | 2257259000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 493 | 246692000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5204 | 2494000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Farmers National Bank | 1632966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4917 | 2460418000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JOHN G ULLMAN & ASSOCIATES INC | 919530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1124 | 562438000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fairfield Financial Advisors, LTD | 2033232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15729 | 7870634000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Baskin Financial Services Inc. | 1511098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84076 | 42071000 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Davis Selected Advisers | 1036325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 738433 | 369514455000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MONOGRAPH WEALTH ADVISORS, LLC | 1776588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6963 | 3484216000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Novak & Powell Financial Services, Inc. | 2011548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9068 | 4537537000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2255 | 1128379000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RETIREMITTEN FINANCIAL LLC | 2127635 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 535 | 267709000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DOHENY ASSET MANAGEMENT /CA | 936936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7477 | 3741000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LATHROP INVESTMENT MANAGEMENT CO | 1124841 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10098 | 5053000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Centennial Bank/AR/ | 1994744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 300234000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Comprehensive Financial Planning, Inc./PA | 2044855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4149 | 2076118000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 25020000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FLOSSBACH VON STORCH SE | 1575677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2508197 | 1255076697000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BRIDGES INVESTMENT MANAGEMENT INC | 1007295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190910 | 95529455000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3961 | 1982045000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Game Plan Financial Advisors, LLC | 1802952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16809 | 8411056000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Luminist Capital LLC | 1807270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 366 | 183143000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Corundum Group, Inc. | 1486083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2589 | 1295510000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ethos Financial Group, LLC | 1954242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16863 | 8580326000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hikari Power Ltd | 1606152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7670 | 3838000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kennon-Green & Company, LLC | 1963352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15246 | 7628946000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WINSLOW ASSET MANAGEMENT INC | 1286534 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1631 | 816000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BAILLIE GIFFORD & CO | 1088875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25544 | 12781962000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| KELLEHER FINANCIAL ADVISORS | 1507971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 555433000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682593 | 341562711000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Canton Hathaway, LLC | 1755785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17445 | 8729303000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ironwood Investment Counsel, LLC | 1330463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25472 | 12746332000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RPg Family Wealth Advisory, LLC | 1569884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10858 | 5433265000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 97076000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 538783 | 269602000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.