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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
633
shares
|
$307,005
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
633
shares
|
$307,005
0.33% of portfolio
|
Q1 2025
Reduced 23.46%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
633
shares
|
$307,005
0.17% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Apr 22, 2025 Q1 2025 |
631
shares
|
$306,035
0.09% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
630
shares
|
$305,550
0.06% of portfolio
|
Q1 2024
Reduced 66.49%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$305,550
0.1% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
628
shares
|
$304,580
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
627
shares
|
$304,095
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
624
shares
|
$302,640
0.2% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
624
shares
|
$302,640
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
623
shares
|
$302,155
0.11% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
622
shares
|
$301,670
0.24% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
621
shares
|
$301,185
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
621
shares
|
$301,185
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
620
shares
|
$300,700
0.18% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
620
shares
|
$300,700
0.13% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
619
shares
|
$300,215
0.21% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
619
shares
|
$300,215
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
619
shares
|
$300,215
0.19% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
616
shares
|
$298,760
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
613
shares
|
$297,305
0.14% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
612
shares
|
$296,820
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
611
shares
|
$296,335
0.08% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
608
shares
|
$294,880
0.17% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
608
shares
|
$294,880
0.15% of portfolio
|
Q1 2025
Reduced 1.14%
|