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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
1,852
shares
|
$885,496
0.49% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,849
shares
|
$884,062
0.88% of portfolio
|
Q4 2022
Added 4.11%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,849
shares
|
$884,062
0.28% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
1,849
shares
|
$884,062
0.62% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
1,848
shares
|
$883,584
0.28% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
1,845
shares
|
$882,149
0.11% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,844
shares
|
$881,671
0.63% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,843
shares
|
$881,193
0.28% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$880,237
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,840
shares
|
$879,759
0.32% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,840
shares
|
$879,759
0.68% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,835
shares
|
$877,368
0.73% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
1,834
shares
|
$876,890
0.68% of portfolio
|
Q1 2025
Added 63.31%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,831
shares
|
$875,456
0.77% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
1,828
shares
|
$874,021
1.28% of portfolio
|
Q1 2025
Reduced 54.0%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,822
shares
|
$871,152
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,822
shares
|
$871,152
0.48% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
1,818
shares
|
$869,240
0.25% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,817
shares
|
$868,762
0.12% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,814
shares
|
$867,327
0.47% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,813
shares
|
$866,849
0.4% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
1,809
shares
|
$864,937
0.31% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,808
shares
|
$864,459
0.6% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
1,803
shares
|
$862,068
0.43% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,801
shares
|
$861,112
0.23% of portfolio
|
Q1 2025
Reduced 2.01%
|