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 |
|---|---|---|---|---|---|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
1,656
shares
|
$803,160
0.57% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
1,653
shares
|
$801,705
0.3% of portfolio
|
Q2 2024
Reduced 24.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,652
shares
|
$801,220
0.18% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
1,651
shares
|
$800,735
0.25% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,649
shares
|
$799,765
0.28% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,649
shares
|
$799,765
0.91% of portfolio
|
Q1 2025
Reduced 46.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
1,649
shares
|
$799,765
0.68% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,648
shares
|
$799,280
0.1% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
1,647
shares
|
$798,795
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,644
shares
|
$797,340
0.09% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,637
shares
|
$793,945
0.31% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,630
shares
|
$790,550
0.29% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,630
shares
|
$790,550
0.24% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
1,626
shares
|
$788,610
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,619
shares
|
$785,215
0.04% of portfolio
|
Q1 2025
Added 670.95%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
1,618
shares
|
$784,730
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
1,617
shares
|
$784,245
0.25% of portfolio
|
Q1 2025
Added 51.97%
|
|
|
Anson Funds Management LP
Dallas, TX |
May 28, 2025 Q1 2025 |
1,611
shares
|
$781,335
0.2% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,609
shares
|
$780,365
0.07% of portfolio
|
Q4 2024
Added 53.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
1,607
shares
|
$779,395
0.19% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
1,602
shares
|
$776,970
0.36% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
1,594
shares
|
$773,090
0.76% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,592
shares
|
$772,120
0.09% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
1,591
shares
|
$771,635
0.38% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,590
shares
|
$771,150
0.35% of portfolio
|
Q2 2025
Added 0.76%
|