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 |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
811
shares
|
$393,335
0.15% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
811
shares
|
$393,335
0.12% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
811
shares
|
$393,335
0.19% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$392,850
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
810
shares
|
$392,850
0.1% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
809
shares
|
$392,365
0.28% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
809
shares
|
$392,365
0.07% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
808
shares
|
$391,880
0.41% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
808
shares
|
$391,880
0.39% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
802
shares
|
$388,970
0.24% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
801
shares
|
$388,485
0.1% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
801
shares
|
$388,485
0.33% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
800
shares
|
$388,000
0.29% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$388,000
0.14% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
800
shares
|
$388,000
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
800
shares
|
$388,000
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
800
shares
|
$388,000
0.16% of portfolio
|
Q2 2024
Added 65.29%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
800
shares
|
$388,000
0.31% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
799
shares
|
$387,515
0.22% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
798
shares
|
$387,030
0.26% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
798
shares
|
$387,030
0.18% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
797
shares
|
$386,545
0.23% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
797
shares
|
$386,545
0.38% of portfolio
|
Q2 2025
Reduced 80.95%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
793
shares
|
$384,605
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
792
shares
|
$384,120
0.34% of portfolio
|
Q2 2025
Reduced 38.98%
|