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 4,975 institutions that hold shares in the stock, with a total of 900 Million shares, which have been reported (via 13F filing form) to have a value of $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,238
shares
|
$1.07 Million
0.7% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,234
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
2,234
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
2,230
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 62.89%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
2,226
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
2,225
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
2,225
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
2,224
shares
|
$1.06 Million
0.97% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,210
shares
|
$1.06 Million
0.36% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
2,208
shares
|
$1.06 Million
0.85% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
2,206
shares
|
$1.05 Million
0.76% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
2,204
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
2,204
shares
|
$1.05 Million
0.67% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,198
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2024
Added 18.11%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
2,195
shares
|
$1.05 Million
0.8% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,190
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
2,188
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,187
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,187
shares
|
$1.05 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
2,186
shares
|
$1.05 Million
0.31% of portfolio
|
Q1 2025
Reduced 23.7%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,181
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,179
shares
|
$1.04 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
2,172
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
2,167
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,164
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2023
Added 96.55%
|