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 |
---|---|---|---|---|---|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
607
shares
|
$294,395
0.24% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
605
shares
|
$293,425
0.18% of portfolio
|
N/A
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
604
shares
|
$292,940
0.24% of portfolio
|
Q2 2024
Added 5.96%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
604
shares
|
$292,940
0.08% of portfolio
|
Q3 2024
New holding
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
604
shares
|
$292,940
0.19% of portfolio
|
Q1 2025
New holding
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
604
shares
|
$292,940
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
604
shares
|
$292,940
0.26% of portfolio
|
Q1 2025
Added 30.17%
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
603
shares
|
$292,455
0.76% of portfolio
|
Q1 2025
New holding
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
602
shares
|
$291,970
0.27% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
600
shares
|
$291,000
0.19% of portfolio
|
Q4 2024
Added 20.0%
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
600
shares
|
$291,000
0.0% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
600
shares
|
$291,000
0.1% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
600
shares
|
$291,000
0.16% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
600
shares
|
$291,000
0.18% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
600
shares
|
$291,000
0.21% of portfolio
|
Q1 2025
Added 17.65%
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
599
shares
|
$290,515
0.21% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
597
shares
|
$289,545
0.05% of portfolio
|
Q1 2025
New holding
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
597
shares
|
$289,545
0.05% of portfolio
|
Q1 2025
New holding
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
595
shares
|
$288,575
0.18% of portfolio
|
Q1 2025
Added 1.71%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
595
shares
|
$288,575
0.15% of portfolio
|
Q2 2025
Added 46.19%
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
592
shares
|
$287,120
0.2% of portfolio
|
Q4 2024
Added 3.86%
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
592
shares
|
$287,120
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
592
shares
|
$287,120
0.25% of portfolio
|
Q4 2024
New holding
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
589
shares
|
$285,665
0.14% of portfolio
|
Q2 2023
New holding
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
589
shares
|
$285,665
0.37% of portfolio
|
Q2 2025
New holding
|