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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
837
shares
|
$405,945
0.23% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
836
shares
|
$405,460
0.18% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
836
shares
|
$405,460
0.19% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
835
shares
|
$404,975
0.06% of portfolio
|
Q1 2025
Added 56.07%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
835
shares
|
$404,975
0.39% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
835
shares
|
$404,975
0.22% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
834
shares
|
$404,490
0.12% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
832
shares
|
$403,520
0.43% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
831
shares
|
$403,035
0.07% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
831
shares
|
$403,035
0.45% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Nfc Investments, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
830
shares
|
$402,550
0.14% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
828
shares
|
$401,580
0.18% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
827
shares
|
$401,095
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
826
shares
|
$400,610
0.11% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
825
shares
|
$400,125
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
820
shares
|
$397,700
0.24% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
820
shares
|
$397,700
0.12% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
820
shares
|
$397,700
0.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
818
shares
|
$396,730
0.19% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
818
shares
|
$396,730
0.33% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
814
shares
|
$394,790
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
814
shares
|
$394,790
0.18% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
813
shares
|
$394,305
0.11% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
813
shares
|
$394,305
0.21% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
812
shares
|
$393,820
0.3% of portfolio
|
Q2 2025
Added 0.37%
|