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 |
|---|---|---|---|---|---|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
1,113
shares
|
$539,805
0.24% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
1,112
shares
|
$539,320
0.25% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,109
shares
|
$537,865
0.16% of portfolio
|
N/A
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,109
shares
|
$537,865
0.13% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
1,108
shares
|
$537,380
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,108
shares
|
$537,380
0.27% of portfolio
|
Q3 2024
Added 79.87%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,106
shares
|
$536,410
0.21% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,106
shares
|
$536,410
0.43% of portfolio
|
Q1 2025
Added 51.3%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
1,105
shares
|
$535,925
0.61% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,105
shares
|
$535,925
0.1% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
1,103
shares
|
$534,955
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
1,095
shares
|
$531,075
0.23% of portfolio
|
Q1 2025
Added 22.07%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,095
shares
|
$531,075
0.26% of portfolio
|
Q1 2025
Reduced 49.93%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,091
shares
|
$529,135
0.25% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
1,091
shares
|
$529,135
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
1,088
shares
|
$527,680
0.35% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
1,088
shares
|
$527,680
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,087
shares
|
$527,195
0.09% of portfolio
|
Q4 2023
Reduced 6.7%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,084
shares
|
$525,740
0.22% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
1,081
shares
|
$524,285
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,079
shares
|
$523,315
0.24% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,074
shares
|
$520,890
1.12% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,073
shares
|
$520,405
0.11% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,073
shares
|
$520,405
0.36% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,069
shares
|
$518,465
0.42% of portfolio
|
Q1 2025
Added 54.93%
|