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 |
|---|---|---|---|---|---|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
889
shares
|
$431,165
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
888
shares
|
$430,680
0.59% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
887
shares
|
$430,195
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
886
shares
|
$429,710
0.4% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
886
shares
|
$429,710
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
885
shares
|
$429,225
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
883
shares
|
$428,255
0.26% of portfolio
|
Q1 2025
Reduced 31.18%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
882
shares
|
$427,770
0.3% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
880
shares
|
$426,800
0.23% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
878
shares
|
$425,830
0.46% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
877
shares
|
$425,345
0.2% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
877
shares
|
$425,345
0.39% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
876
shares
|
$424,860
0.29% of portfolio
|
Q2 2023
Added 14.66%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
875
shares
|
$424,375
0.59% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
875
shares
|
$424,375
0.37% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
874
shares
|
$423,890
0.07% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
872
shares
|
$422,920
0.27% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
871
shares
|
$422,435
0.08% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
870
shares
|
$421,950
0.47% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
869
shares
|
$421,465
0.26% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
868
shares
|
$420,980
0.45% of portfolio
|
Q2 2025
Added 105.69%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
867
shares
|
$420,495
0.13% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
867
shares
|
$420,495
0.17% of portfolio
|
Q2 2024
Added 24.93%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
866
shares
|
$420,010
0.06% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
864
shares
|
$419,040
0.27% of portfolio
|
Q1 2025
Reduced 14.29%
|