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 |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
485
shares
|
$235,225
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
483
shares
|
$234,255
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
483
shares
|
$234,255
0.06% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
482
shares
|
$233,770
0.11% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
482
shares
|
$233,770
0.28% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
481
shares
|
$233,285
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
481
shares
|
$233,285
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Dimensions Wealth Management, LLC
Allen, TX |
May 15, 2025 Q1 2025 |
481
shares
|
$233,285
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
479
shares
|
$232,315
0.24% of portfolio
|
Q4 2024
Reduced 99.78%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
478
shares
|
$231,830
0.08% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
477
shares
|
$231,345
0.01% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
477
shares
|
$231,345
0.24% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
477
shares
|
$231,345
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
477
shares
|
$231,345
0.19% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
476
shares
|
$230,860
0.15% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
476
shares
|
$230,860
0.1% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
476
shares
|
$230,860
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
476
shares
|
$230,860
0.11% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
May 12, 2025 Q1 2025 |
475
shares
|
$230,375
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
473
shares
|
$229,405
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
472
shares
|
$228,920
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
472
shares
|
$228,920
0.11% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
472
shares
|
$228,920
0.24% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
468
shares
|
$226,980
0.53% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Caxton Corp
Princeton, NJ |
May 15, 2025 Q1 2025 |
467
shares
|
$226,495
5.4% of portfolio
|
Q1 2025
Reduced 58.78%
|