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 |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,422
shares
|
$689,670
0.62% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
1,420
shares
|
$688,700
0.11% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,420
shares
|
$688,700
0.23% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,420
shares
|
$688,700
0.27% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
1,417
shares
|
$687,245
0.69% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
1,416
shares
|
$686,760
0.25% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
1,414
shares
|
$685,790
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,409
shares
|
$683,365
0.5% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,408
shares
|
$682,880
0.43% of portfolio
|
Q2 2024
Added 48.52%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,403
shares
|
$680,455
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,402
shares
|
$679,970
0.11% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
1,402
shares
|
$679,970
0.4% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,402
shares
|
$679,970
0.38% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
1,400
shares
|
$679,000
0.26% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
1,400
shares
|
$679,000
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
1,400
shares
|
$679,000
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
1,399
shares
|
$678,515
0.11% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,399
shares
|
$678,515
0.21% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
1,396
shares
|
$677,060
0.45% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
1,394
shares
|
$676,090
0.32% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,392
shares
|
$675,120
0.25% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,392
shares
|
$675,120
0.61% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
1,387
shares
|
$672,695
0.47% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,384
shares
|
$671,240
0.66% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
1,384
shares
|
$671,240
0.16% of portfolio
|
Q4 2024
Added 0.65%
|