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 4,976 institutions that hold shares in the stock, with a total of 901 Million shares, which have been reported (via 13F filing form) to have a value of $431 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
1,986
shares
|
$949,566
0.66% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$949,088
0.28% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,985
shares
|
$949,088
0.48% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
1,985
shares
|
$949,088
0.55% of portfolio
|
Q1 2025
Reduced 16.21%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,983
shares
|
$948,131
0.34% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,983
shares
|
$948,131
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,982
shares
|
$947,653
0.23% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,981
shares
|
$947,175
0.67% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,980
shares
|
$946,697
1.33% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,977
shares
|
$945,263
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,976
shares
|
$944,784
0.72% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
1,975
shares
|
$944,306
0.09% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
1,975
shares
|
$944,306
0.59% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,971
shares
|
$942,394
0.67% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
1,970
shares
|
$941,916
0.48% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,966
shares
|
$940,003
0.4% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,966
shares
|
$940,003
0.59% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,966
shares
|
$940,003
0.33% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
1,965
shares
|
$939,525
0.44% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,963
shares
|
$938,569
0.4% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,960
shares
|
$937,134
0.45% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
1,956
shares
|
$935,222
0.57% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,951
shares
|
$932,831
0.39% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
1,950
shares
|
$932,353
1.37% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
1,950
shares
|
$932,353
1.1% of portfolio
|
Q1 2025
New holding
|