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 |
|---|---|---|---|---|---|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
972
shares
|
$471,420
1.0% of portfolio
|
Q2 2024
Reduced 62.19%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
971
shares
|
$470,935
0.23% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
966
shares
|
$468,510
0.23% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
965
shares
|
$468,025
0.16% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
965
shares
|
$468,025
0.11% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
965
shares
|
$468,025
0.26% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
964
shares
|
$467,540
0.53% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
961
shares
|
$466,085
0.22% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
960
shares
|
$465,600
0.06% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
958
shares
|
$464,630
0.31% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
957
shares
|
$464,145
0.18% of portfolio
|
Q1 2025
Reduced 56.64%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
956
shares
|
$463,660
0.06% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
955
shares
|
$463,175
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
955
shares
|
$463,175
0.48% of portfolio
|
Q1 2025
Reduced 50.77%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
953
shares
|
$462,205
0.19% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
953
shares
|
$462,205
0.16% of portfolio
|
Q1 2025
Added 29.66%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
952
shares
|
$461,720
0.16% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
950
shares
|
$460,750
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
950
shares
|
$460,750
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
948
shares
|
$459,780
0.45% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
948
shares
|
$459,780
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
947
shares
|
$459,295
0.12% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
946
shares
|
$458,810
0.33% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
945
shares
|
$458,325
0.1% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
945
shares
|
$458,325
0.2% of portfolio
|
Q3 2024
Added 9.5%
|