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 |
|---|---|---|---|---|---|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
502
shares
|
$243,470
0.22% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
502
shares
|
$243,470
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
501
shares
|
$242,985
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
500
shares
|
$242,500
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$242,500
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
500
shares
|
$242,500
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
500
shares
|
$242,500
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
May 08, 2025 Q1 2025 |
500
shares
|
$242,500
0.06% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
500
shares
|
$242,500
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
500
shares
|
$242,500
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
500
shares
|
$242,500
0.21% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
500
shares
|
$242,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
500
shares
|
$242,500
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
496
shares
|
$240,560
0.14% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
496
shares
|
$240,560
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
495
shares
|
$240,075
0.27% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
495
shares
|
$240,075
0.29% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
494
shares
|
$239,590
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
493
shares
|
$239,105
0.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
492
shares
|
$238,620
0.06% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
491
shares
|
$238,135
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
488
shares
|
$236,680
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
486
shares
|
$235,710
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
486
shares
|
$235,710
0.16% of portfolio
|
Q1 2024
Reduced 56.91%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
May 08, 2025 Q1 2025 |
486
shares
|
$235,710
0.19% of portfolio
|
Q1 2025
New holding
|