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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
679
shares
|
$329,315
0.14% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
679
shares
|
$329,315
0.13% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
678
shares
|
$328,830
0.11% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
676
shares
|
$327,860
0.15% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
675
shares
|
$327,375
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
674
shares
|
$326,890
0.27% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
673
shares
|
$326,405
0.04% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$326,405
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
673
shares
|
$326,405
0.33% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
671
shares
|
$325,435
0.03% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
671
shares
|
$325,435
0.17% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
670
shares
|
$324,950
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
669
shares
|
$324,465
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
668
shares
|
$323,980
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
668
shares
|
$323,980
0.2% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
667
shares
|
$323,495
0.08% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
667
shares
|
$323,495
1.02% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
665
shares
|
$322,525
0.19% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
664
shares
|
$322,040
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
663
shares
|
$321,555
0.06% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
663
shares
|
$321,555
0.2% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
661
shares
|
$320,585
0.3% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
661
shares
|
$320,585
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
660
shares
|
$320,100
0.3% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
660
shares
|
$320,100
0.01% of portfolio
|
Q2 2023
Added 32.0%
|