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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,553
shares
|
$753,205
0.08% of portfolio
|
Q1 2023
Added 13.94%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,553
shares
|
$753,205
0.5% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,553
shares
|
$753,205
0.53% of portfolio
|
Q1 2025
Added 86.43%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
1,551
shares
|
$752,235
0.27% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
1,550
shares
|
$751,750
0.96% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,543
shares
|
$748,355
0.81% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
1,538
shares
|
$745,930
0.47% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,537
shares
|
$745,445
0.02% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
1,535
shares
|
$744,475
0.58% of portfolio
|
Q1 2025
Added 168.83%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,532
shares
|
$743,020
0.11% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,532
shares
|
$743,020
0.38% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,530
shares
|
$742,050
0.19% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,528
shares
|
$741,080
0.43% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,525
shares
|
$739,625
0.5% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$739,140
0.04% of portfolio
|
N/A
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,521
shares
|
$737,685
0.45% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
1,517
shares
|
$735,745
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
1,516
shares
|
$735,260
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,512
shares
|
$733,320
0.36% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,512
shares
|
$733,320
0.41% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,508
shares
|
$731,380
0.6% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,506
shares
|
$730,410
0.17% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,505
shares
|
$729,925
0.19% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,504
shares
|
$729,440
0.62% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
1,503
shares
|
$728,955
0.51% of portfolio
|
Q1 2025
Added 0.07%
|