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 4,963 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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
773
shares
|
$374,905
0.13% of portfolio
|
Q1 2025
Reduced 43.78%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
772
shares
|
$374,420
0.22% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
771
shares
|
$373,935
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
771
shares
|
$373,935
0.2% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
769
shares
|
$372,965
0.21% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
765
shares
|
$371,025
0.1% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
763
shares
|
$370,055
0.19% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
762
shares
|
$369,570
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
761
shares
|
$369,085
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
760
shares
|
$368,600
0.06% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
759
shares
|
$368,115
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
759
shares
|
$368,115
0.28% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
758
shares
|
$367,630
0.39% of portfolio
|
Q1 2025
Reduced 23.82%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
756
shares
|
$366,660
0.27% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
755
shares
|
$366,175
0.13% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
755
shares
|
$366,175
0.17% of portfolio
|
Q4 2023
Reduced 81.99%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
755
shares
|
$366,175
0.12% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
754
shares
|
$365,690
0.32% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
751
shares
|
$364,235
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
751
shares
|
$364,235
0.16% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
749
shares
|
$363,265
0.12% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
749
shares
|
$363,265
0.35% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
748
shares
|
$362,780
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
748
shares
|
$362,780
0.38% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
747
shares
|
$362,295
0.14% of portfolio
|
Q1 2025
Added 7.79%
|