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 917 Million shares, which have been reported (via 13F filing form) to have a value of $445 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
567
shares
|
$274,995
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
563
shares
|
$273,055
0.18% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
563
shares
|
$273,055
0.07% of portfolio
|
Q1 2025
Reduced 49.82%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
562
shares
|
$272,570
0.19% of portfolio
|
Q4 2023
Reduced 41.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
562
shares
|
$272,570
0.12% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
562
shares
|
$272,570
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
560
shares
|
$271,600
0.21% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
559
shares
|
$271,115
0.02% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
559
shares
|
$271,115
0.13% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
557
shares
|
$270,145
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
557
shares
|
$270,145
0.22% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
556
shares
|
$269,660
0.14% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
555
shares
|
$269,175
0.09% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
554
shares
|
$268,690
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
554
shares
|
$268,690
0.01% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
553
shares
|
$268,205
0.98% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
551
shares
|
$267,235
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
550
shares
|
$266,750
0.02% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
550
shares
|
$266,750
0.2% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
549
shares
|
$266,265
0.07% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
549
shares
|
$266,265
0.23% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
548
shares
|
$265,780
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
548
shares
|
$265,780
0.06% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
548
shares
|
$265,780
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
547
shares
|
$265,295
0.12% of portfolio
|
Q1 2025
Reduced 3.53%
|