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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,024
shares
|
$496,640
0.3% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,024
shares
|
$496,640
0.38% of portfolio
|
Q4 2023
Reduced 53.96%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,024
shares
|
$496,640
0.77% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
1,024
shares
|
$496,640
0.27% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,024
shares
|
$496,640
0.58% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
1,019
shares
|
$494,215
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,017
shares
|
$493,245
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
1,017
shares
|
$493,245
0.37% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
1,017
shares
|
$493,245
0.33% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,016
shares
|
$492,760
0.47% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,014
shares
|
$491,790
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
1,011
shares
|
$490,335
0.33% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,011
shares
|
$490,335
0.57% of portfolio
|
Q1 2023
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,010
shares
|
$489,850
0.29% of portfolio
|
Q1 2025
Added 65.85%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,010
shares
|
$489,850
0.09% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
1,008
shares
|
$488,880
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,007
shares
|
$488,395
0.16% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,006
shares
|
$487,910
0.09% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
1,006
shares
|
$487,910
0.06% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,006
shares
|
$487,910
0.05% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,005
shares
|
$487,425
0.19% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,005
shares
|
$487,425
0.1% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
1,005
shares
|
$487,425
0.39% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
1,004
shares
|
$486,940
0.34% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,003
shares
|
$486,455
0.41% of portfolio
|
Q1 2025
Added 25.06%
|