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 |
|---|---|---|---|---|---|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,360
shares
|
$659,600
0.33% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
1,359
shares
|
$659,115
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,358
shares
|
$658,630
0.3% of portfolio
|
Q1 2025
Added 68.91%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,355
shares
|
$657,175
0.82% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
1,354
shares
|
$656,690
0.12% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,353
shares
|
$656,205
0.29% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
1,353
shares
|
$656,205
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
1,350
shares
|
$654,750
0.22% of portfolio
|
N/A
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,350
shares
|
$654,750
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,348
shares
|
$653,780
0.13% of portfolio
|
Q2 2023
Added 20.25%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
1,346
shares
|
$652,810
0.21% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
1,346
shares
|
$652,810
0.03% of portfolio
|
Q4 2022
Reduced 59.77%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,345
shares
|
$652,325
0.69% of portfolio
|
Q3 2023
Reduced 0.37%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,344
shares
|
$651,840
0.69% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
1,344
shares
|
$651,840
0.47% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,341
shares
|
$650,385
0.09% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
1,339
shares
|
$649,415
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
1,338
shares
|
$648,930
0.21% of portfolio
|
Q1 2025
Added 128.72%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
1,338
shares
|
$648,930
0.2% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,333
shares
|
$646,505
0.39% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,333
shares
|
$646,505
0.09% of portfolio
|
N/A
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
1,332
shares
|
$646,020
0.79% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
1,331
shares
|
$645,535
0.34% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,330
shares
|
$645,050
0.39% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,330
shares
|
$645,050
0.63% of portfolio
|
Q4 2024
New holding
|