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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$709,555
0.38% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,462
shares
|
$709,070
0.26% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,462
shares
|
$709,070
0.44% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
1,454
shares
|
$705,190
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
1,454
shares
|
$705,190
0.11% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
1,453
shares
|
$704,705
0.08% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,453
shares
|
$704,705
0.51% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,451
shares
|
$703,735
0.29% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,450
shares
|
$703,250
0.3% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,447
shares
|
$701,795
0.1% of portfolio
|
Q1 2025
Reduced 42.0%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,447
shares
|
$701,795
0.31% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,444
shares
|
$700,340
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
1,444
shares
|
$700,340
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
1,435
shares
|
$695,975
0.15% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
1,435
shares
|
$695,975
0.16% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
1,435
shares
|
$695,975
0.68% of portfolio
|
Q2 2025
Reduced 56.8%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
1,433
shares
|
$695,005
0.26% of portfolio
|
Q2 2025
Added 201.05%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
1,431
shares
|
$694,035
0.43% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,431
shares
|
$694,035
0.09% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,428
shares
|
$692,580
0.15% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,428
shares
|
$692,580
0.32% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,426
shares
|
$691,610
0.25% of portfolio
|
Q1 2025
Added 53.5%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,426
shares
|
$691,610
0.57% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,424
shares
|
$690,640
0.38% of portfolio
|
Q1 2025
Added 39.06%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
1,422
shares
|
$689,670
0.35% of portfolio
|
Q2 2025
Reduced 0.42%
|