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 |
---|---|---|---|---|---|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
1,065
shares
|
$516,525
0.36% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,064
shares
|
$516,040
0.27% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
1,063
shares
|
$515,555
1.35% of portfolio
|
Q1 2025
Added 16.17%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,062
shares
|
$515,070
0.25% of portfolio
|
Q1 2025
Added 2.91%
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,060
shares
|
$514,100
0.11% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
1,058
shares
|
$513,130
0.5% of portfolio
|
Q1 2025
Added 10.44%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,057
shares
|
$512,645
0.39% of portfolio
|
Q1 2025
Added 11.5%
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
1,056
shares
|
$512,160
0.37% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,052
shares
|
$510,220
0.44% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
1,050
shares
|
$509,250
0.05% of portfolio
|
Q1 2025
Added 27.27%
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$508,765
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,038
shares
|
$503,430
0.18% of portfolio
|
Q1 2025
Added 72.43%
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
1,037
shares
|
$502,945
0.36% of portfolio
|
Q4 2024
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,035
shares
|
$501,975
0.2% of portfolio
|
Q1 2025
Added 25.15%
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
1,034
shares
|
$501,490
0.3% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
1,033
shares
|
$501,005
0.38% of portfolio
|
Q1 2025
Added 8.74%
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,032
shares
|
$500,520
0.49% of portfolio
|
Q1 2025
Added 22.27%
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,030
shares
|
$499,550
0.11% of portfolio
|
Q2 2025
Added 2.69%
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
1,030
shares
|
$499,550
0.5% of portfolio
|
Q2 2025
Added 6.3%
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
1,029
shares
|
$499,065
0.2% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
1,029
shares
|
$499,065
0.22% of portfolio
|
Q1 2025
Added 6.52%
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
1,029
shares
|
$499,065
0.42% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
American Asset Management Inc.
|
May 07, 2025 Q1 2025 |
1,027
shares
|
$498,095
2.88% of portfolio
|
Q1 2025
Added 0.2%
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,025
shares
|
$497,125
0.06% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
1,025
shares
|
$497,125
0.32% of portfolio
|
Q1 2025
Reduced 16.87%
|