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 4,962 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 $437 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
746
shares
|
$361,810
0.18% of portfolio
|
Q2 2023
Reduced 22.37%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
744
shares
|
$360,840
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
744
shares
|
$360,840
0.11% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
742
shares
|
$359,870
0.08% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
742
shares
|
$359,870
0.2% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
742
shares
|
$359,870
0.29% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
741
shares
|
$359,385
0.12% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
740
shares
|
$358,900
0.07% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
739
shares
|
$358,415
0.14% of portfolio
|
Q1 2025
Added 22.96%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
739
shares
|
$358,415
0.18% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
739
shares
|
$358,415
0.24% of portfolio
|
Q1 2025
Added 57.91%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
736
shares
|
$356,960
0.08% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
736
shares
|
$356,960
0.31% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Old Well Partners, LLC
Charlotte, NC |
May 15, 2025 Q1 2025 |
735
shares
|
$356,475
8.6% of portfolio
|
Q1 2025
Reduced 76.29%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
735
shares
|
$356,475
0.29% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
734
shares
|
$355,990
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
733
shares
|
$355,505
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
731
shares
|
$354,535
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
730
shares
|
$354,050
0.3% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
729
shares
|
$353,565
0.24% of portfolio
|
Q2 2024
Added 52.83%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
728
shares
|
$353,080
0.36% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
728
shares
|
$353,080
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
727
shares
|
$352,595
0.64% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
725
shares
|
$351,625
0.17% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
725
shares
|
$351,625
0.25% of portfolio
|
Q3 2024
New holding
|