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 4,975 institutions that hold shares in the stock, with a total of 900 Million shares, which have been reported (via 13F filing form) to have a value of $436 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,695
shares
|
$822,075
0.43% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,693
shares
|
$821,105
1.82% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
1,692
shares
|
$820,620
0.54% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
1,691
shares
|
$820,135
0.4% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
1,688
shares
|
$818,680
0.16% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
1,685
shares
|
$817,225
0.3% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,682
shares
|
$815,770
0.29% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
1,679
shares
|
$814,315
0.12% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,676
shares
|
$812,860
0.42% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
1,676
shares
|
$812,860
0.48% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,676
shares
|
$812,860
0.49% of portfolio
|
Q2 2022
Reduced 21.24%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,675
shares
|
$812,375
0.33% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,671
shares
|
$810,435
0.41% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
1,671
shares
|
$810,435
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
1,669
shares
|
$809,465
0.18% of portfolio
|
Q3 2021
Added 2.69%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
1,668
shares
|
$808,980
0.34% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
1,668
shares
|
$808,980
0.05% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
1,664
shares
|
$807,040
0.31% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,664
shares
|
$807,040
0.74% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
1,664
shares
|
$807,040
0.32% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,662
shares
|
$806,070
0.3% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,658
shares
|
$804,130
0.06% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,658
shares
|
$804,130
0.46% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,658
shares
|
$804,130
0.12% of portfolio
|
Q2 2023
Reduced 10.76%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
1,658
shares
|
$804,130
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|