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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,753
shares
|
$838,161
1.23% of portfolio
|
Q1 2025
Added 290.42%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
1,750
shares
|
$836,727
0.27% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,749
shares
|
$836,249
0.25% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
1,747
shares
|
$835,293
0.46% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,744
shares
|
$833,858
0.31% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,739
shares
|
$831,468
0.29% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
1,736
shares
|
$830,033
0.51% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,731
shares
|
$827,643
0.28% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,728
shares
|
$826,208
0.58% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,728
shares
|
$826,208
0.11% of portfolio
|
Q1 2025
Added 40.72%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,723
shares
|
$823,817
0.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$823,339
0.4% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,721
shares
|
$822,861
0.36% of portfolio
|
Q1 2023
Added 6.17%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
1,720
shares
|
$822,383
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,716
shares
|
$820,471
0.83% of portfolio
|
Q1 2025
Reduced 65.96%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,714
shares
|
$819,514
0.14% of portfolio
|
Q3 2023
Added 2.51%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,711
shares
|
$818,080
0.34% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,711
shares
|
$818,080
0.25% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,709
shares
|
$817,124
0.65% of portfolio
|
N/A
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
1,708
shares
|
$816,646
0.91% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,706
shares
|
$815,689
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
1,706
shares
|
$815,689
0.71% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
1,704
shares
|
$814,733
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
1,702
shares
|
$813,777
0.65% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,695
shares
|
$810,430
0.14% of portfolio
|
Q4 2024
Reduced 21.27%
|