BRK.B Berkshire Hathaway, Inc.
Berkshire Hathaway, Inc. (BRK.B) Institutional Ownership
What the institutions did with BRK.B last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Defender Capital, LLC. | 100.3K | 11.0% |
| MassMutual Private Wealth & Trust, FSB | 94.6K | 10.3% |
| Norman Fields, Gottscho Capital Management, LLC | 93.4K | 10.2% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 80.7K | 8.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 67.9K | 7.4% |
| Violich Capital Management, Inc. | 55.1K | 6.0% |
| Ridgewood Investments LLC | 53.9K | 5.9% |
| PARK NATIONAL CORP /OH/ | 45.5K | 5.0% |
| CapWealth Advisors, LLC | 41.3K | 4.5% |
| EASTERN BANK | 37.7K | 4.1% |
| NEVILLE RODIE & SHAW INC | 33.8K | 3.7% |
| Coastline Trust Co | 21.1K | 2.3% |
| TOMPKINS FINANCIAL CORP | 19.7K | 2.2% |
| CX Institutional | 15.7K | 1.7% |
| Versant Capital Management, Inc | 14.7K | 1.6% |
| Kennon-Green & Company, LLC | 13.8K | 1.5% |
| ROCKLAND TRUST CO | 12.8K | 1.4% |
| Central Pacific Bank - Trust Division | 10.7K | 1.2% |
| First Citizens Financial Corp | 10.5K | 1.1% |
| GoalVest Advisory LLC | 9.7K | 1.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.8K | 1.0% |
| Stonebridge Financial Group, LLC | 8.4K | 0.9% |
| Heartwood Wealth Advisors LLC | 7.6K | 0.8% |
| General Partner, Inc. | 6.9K | 0.7% |
| Adelphi Trust Co | 5.0K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Ridgewood Investments LLC | Increased | 46.7K | 53.9K | +7.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 86.6K | 80.7K | -5.8K |
| NEVILLE RODIE & SHAW INC | Reduced | 38.1K | 33.8K | -4.4K |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 96.4K | 93.4K | -3.0K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 96.1K | 94.6K | -1.5K |
| Kennon-Green & Company, LLC | Reduced | 15.2K | 13.8K | -1.5K |
| Coastline Trust Co | Reduced | 22.3K | 21.1K | -1.2K |
| Defender Capital, LLC. | Reduced | 101.3K | 100.3K | -1.0K |
| Adelphi Trust Co | Increased | 4.0K | 5.0K | +981 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 7.9K | 8.8K | +898 |
| TOMPKINS FINANCIAL CORP | Reduced | 20.5K | 19.7K | -783 |
| Violich Capital Management, Inc. | Reduced | 55.8K | 55.1K | -750 |
| First Citizens Financial Corp | Increased | 9.8K | 10.5K | +748 |
| CX Institutional | Increased | 15.1K | 15.7K | +615 |
| EASTERN BANK | Reduced | 38.2K | 37.7K | -587 |
| GoalVest Advisory LLC | Increased | 9.1K | 9.7K | +584 |
| PARK NATIONAL CORP /OH/ | Reduced | 46.0K | 45.5K | -580 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 67.3K | 67.9K | +549 |
| Box Hill Private Wealth LLC | Reduced | 4.5K | 4.1K | -450 |
| Global Wealth Strategies & Associates | Increased | 758 | 1.2K | +418 |
| CapWealth Advisors, LLC | Reduced | 41.7K | 41.3K | -412 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 3.8K | 3.5K | -364 |
| Heartwood Wealth Advisors LLC | Reduced | 7.9K | 7.6K | -305 |
| Versant Capital Management, Inc | Increased | 14.4K | 14.7K | +295 |
| ROCKLAND TRUST CO | Reduced | 13.0K | 12.8K | -265 |
| Sarver Vrooman Wealth Advisors | Increased | 319 | 524 | +205 |
| Partnership Wealth Management, LLC | Reduced | 3.0K | 2.9K | -131 |
| Miller Global Investments, LLC | Increased | 61 | 176 | +115 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 1.3K | 1.2K | -114 |
| Roxbury Financial LLC | Increased | 2.1K | 2.3K | +107 |
| Stonebridge Financial Group, LLC | Increased | 8.3K | 8.4K | +96 |
| DOLIVER ADVISORS, LP | Reduced | 1.2K | 1.2K | -90 |
| Olistico Wealth, LLC | Reduced | 2.3K | 2.3K | -58 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 1.4K | 1.5K | +55 |
| Boltwood Capital Management | Increased | 2.1K | 2.1K | +40 |
| Pacific Wealth Management | Reduced | 652 | 612 | -40 |
| Rosenberg Matthew Hamilton | Increased | 2.0K | 2.0K | +37 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 488 | 456 | -32 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 679 | 657 | -22 |
| Hickory Point Bank & Trust | Reduced | 3.9K | 3.9K | -21 |
| Ballew Advisors, Inc | Reduced | 3.1K | 3.1K | -10 |
| Planning Strategies Inc. | Increased | 1.7K | 1.7K | +9 |
| Marotta Asset Management | Reduced | 753 | 747 | -6 |
| Silverleafe Capital Partners, LLC | Increased | 1.4K | 1.4K | +2 |
| Noble Wealth Management PBC | Increased | 990 | 991 | +1 |
| Central Pacific Bank - Trust Division | Reduced | 10.7K | 10.7K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.