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 |
|---|---|---|---|---|---|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
701
shares
|
$339,985
0.27% of portfolio
|
Q2 2023
Reduced 35.63%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
701
shares
|
$339,985
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
700
shares
|
$339,500
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
700
shares
|
$339,500
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Maren Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
700
shares
|
$339,500
0.03% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
699
shares
|
$339,015
0.16% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Refined Wealth Management
|
Apr 22, 2025 Q1 2025 |
698
shares
|
$338,530
0.3% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
698
shares
|
$338,530
0.05% of portfolio
|
Q2 2025
Added 62.33%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
697
shares
|
$338,045
0.24% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
696
shares
|
$337,560
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
695
shares
|
$337,075
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
695
shares
|
$337,075
0.16% of portfolio
|
Q3 2023
Reduced 12.58%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
694
shares
|
$336,590
0.24% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
693
shares
|
$336,105
0.11% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
May Tech Global Investments, LLC
New York, NY |
May 15, 2025 Q1 2025 |
692
shares
|
$335,620
0.05% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
692
shares
|
$335,620
0.26% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
684
shares
|
$331,740
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
683
shares
|
$331,255
0.05% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
683
shares
|
$331,255
0.21% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
682
shares
|
$330,770
0.2% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$330,285
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
681
shares
|
$330,285
0.31% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
681
shares
|
$330,285
0.26% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
679
shares
|
$329,315
0.2% of portfolio
|
Q1 2025
Reduced 93.35%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$329,315
0.31% of portfolio
|
Q2 2023
New holding
|