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 4,974 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 |
|---|---|---|---|---|---|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,197
shares
|
$580,545
0.5% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
1,195
shares
|
$579,575
0.52% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,193
shares
|
$578,605
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,193
shares
|
$578,605
0.5% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
1,192
shares
|
$578,120
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,191
shares
|
$577,635
0.22% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
1,188
shares
|
$576,180
0.14% of portfolio
|
Q1 2025
Added 35.77%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
1,185
shares
|
$574,725
0.31% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,183
shares
|
$573,755
0.23% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Apr 16, 2025 Q1 2025 |
1,183
shares
|
$573,755
0.5% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
1,182
shares
|
$573,270
0.57% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,181
shares
|
$572,785
0.31% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,180
shares
|
$572,300
0.01% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,178
shares
|
$571,330
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Mad River Investors
|
Jul 08, 2025 Q2 2025 |
1,175
shares
|
$569,875
0.29% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
1,175
shares
|
$569,875
0.3% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
1,174
shares
|
$569,390
0.44% of portfolio
|
Q1 2025
Added 95.67%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,174
shares
|
$569,390
0.16% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
1,173
shares
|
$568,905
0.28% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,173
shares
|
$568,905
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
1,173
shares
|
$568,905
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,169
shares
|
$566,965
0.35% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
1,168
shares
|
$566,480
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
1,167
shares
|
$565,995
0.17% of portfolio
|
Q1 2025
Added 153.7%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
1,166
shares
|
$565,510
0.48% of portfolio
|
Q1 2025
Reduced 57.91%
|