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 |
|---|---|---|---|---|---|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
1,501
shares
|
$727,985
0.22% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,500
shares
|
$727,500
0.1% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
1,497
shares
|
$726,045
0.06% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
1,497
shares
|
$726,045
0.27% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,495
shares
|
$725,075
0.44% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,495
shares
|
$725,075
0.49% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,495
shares
|
$725,075
0.54% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,491
shares
|
$723,135
0.22% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
1,486
shares
|
$720,710
0.27% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
1,485
shares
|
$720,225
0.45% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
1,485
shares
|
$720,225
0.25% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,482
shares
|
$718,770
0.23% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$717,800
0.25% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
1,480
shares
|
$717,800
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
1,477
shares
|
$716,345
0.54% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
1,472
shares
|
$713,920
0.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
1,470
shares
|
$712,950
0.22% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
1,470
shares
|
$712,950
0.07% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,469
shares
|
$712,465
0.31% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
1,469
shares
|
$712,465
0.15% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,468
shares
|
$711,980
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
1,468
shares
|
$711,980
0.63% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
1,466
shares
|
$711,010
0.27% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
1,465
shares
|
$710,525
0.34% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,465
shares
|
$710,525
0.39% of portfolio
|
Q2 2025
Added 21.88%
|