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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
1,800
shares
|
$860,634
0.19% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
1,799
shares
|
$860,155
0.16% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,795
shares
|
$858,243
0.35% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,792
shares
|
$856,808
0.17% of portfolio
|
Q1 2024
Reduced 96.26%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,790
shares
|
$855,852
0.1% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,790
shares
|
$855,852
0.56% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,789
shares
|
$855,374
0.16% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
1,787
shares
|
$854,418
0.59% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,786
shares
|
$853,940
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,785
shares
|
$853,462
0.57% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,780
shares
|
$851,071
0.47% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
1,780
shares
|
$851,071
0.48% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,780
shares
|
$851,071
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,778
shares
|
$850,115
0.4% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,777
shares
|
$849,637
0.57% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
1,776
shares
|
$849,158
0.21% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,775
shares
|
$848,680
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,775
shares
|
$848,680
0.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$847,246
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
1,772
shares
|
$847,246
0.73% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
1,770
shares
|
$846,290
0.16% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,766
shares
|
$844,377
0.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,762
shares
|
$842,465
0.02% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,760
shares
|
$841,508
0.19% of portfolio
|
Q2 2025
Reduced 63.12%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,753
shares
|
$838,161
0.74% of portfolio
|
Q1 2025
Reduced 11.69%
|