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 |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,947
shares
|
$930,919
0.2% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,946
shares
|
$930,440
0.62% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,944
shares
|
$929,484
0.25% of portfolio
|
Q1 2025
Added 27.89%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
1,944
shares
|
$929,484
0.73% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,941
shares
|
$928,050
0.21% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
1,937
shares
|
$926,137
0.75% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,936
shares
|
$925,659
0.12% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
1,936
shares
|
$925,659
0.51% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,934
shares
|
$924,703
0.46% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,934
shares
|
$924,703
0.39% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
1,933
shares
|
$924,225
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,926
shares
|
$920,878
0.39% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,923
shares
|
$919,443
0.2% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
1,923
shares
|
$919,443
0.95% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,919
shares
|
$917,531
0.18% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,919
shares
|
$917,531
0.54% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
1,918
shares
|
$917,053
0.17% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
1,917
shares
|
$916,575
0.67% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
1,915
shares
|
$915,618
0.66% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
1,914
shares
|
$915,140
0.82% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,911
shares
|
$913,706
0.1% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,909
shares
|
$912,750
0.14% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,909
shares
|
$912,750
0.81% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
1,904
shares
|
$910,359
0.78% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,904
shares
|
$910,359
0.13% of portfolio
|
Q1 2025
Reduced 0.94%
|