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 |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
589
shares
|
$285,665
0.22% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
587
shares
|
$284,695
0.12% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
587
shares
|
$284,695
0.07% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
586
shares
|
$284,210
0.03% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
581
shares
|
$281,785
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
580
shares
|
$281,300
0.2% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
579
shares
|
$280,815
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
578
shares
|
$280,330
0.14% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
578
shares
|
$280,330
0.2% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
577
shares
|
$279,845
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
576
shares
|
$279,360
0.22% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
575
shares
|
$278,875
0.13% of portfolio
|
Q2 2024
Reduced 70.66%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
575
shares
|
$278,875
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
575
shares
|
$278,875
0.02% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
575
shares
|
$278,875
0.25% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
574
shares
|
$278,390
0.11% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
574
shares
|
$278,390
0.07% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
574
shares
|
$278,390
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
571
shares
|
$276,935
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
569
shares
|
$275,965
0.06% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
569
shares
|
$275,965
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
569
shares
|
$275,965
0.25% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
569
shares
|
$275,965
0.06% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
569
shares
|
$275,965
0.17% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
567
shares
|
$274,995
0.2% of portfolio
|
Q1 2025
New holding
|