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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
544
shares
|
$263,840
0.1% of portfolio
|
Q1 2025
Added 71.61%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
543
shares
|
$263,355
0.12% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
540
shares
|
$261,900
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
540
shares
|
$261,900
0.13% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
539
shares
|
$261,415
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
537
shares
|
$260,445
0.34% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
537
shares
|
$260,445
0.1% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
536
shares
|
$259,960
0.15% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
536
shares
|
$259,960
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
535
shares
|
$259,475
0.12% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
535
shares
|
$259,475
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
535
shares
|
$259,475
0.31% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
534
shares
|
$258,990
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
533
shares
|
$258,505
0.01% of portfolio
|
N/A
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
532
shares
|
$258,020
0.11% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
530
shares
|
$257,050
0.13% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
527
shares
|
$255,595
0.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
527
shares
|
$255,595
0.17% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
526
shares
|
$255,110
0.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
526
shares
|
$255,110
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
526
shares
|
$255,110
0.87% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
525
shares
|
$254,625
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
524
shares
|
$254,140
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
524
shares
|
$254,140
0.0% of portfolio
|
Q1 2025
Reduced 99.53%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
524
shares
|
$254,140
1.48% of portfolio
|
Q1 2025
New holding
|