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 |
|---|---|---|---|---|---|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
446
shares
|
$216,310
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
443
shares
|
$214,855
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
442
shares
|
$214,370
0.07% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
442
shares
|
$214,370
0.09% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
441
shares
|
$213,885
0.24% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
440
shares
|
$213,400
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
440
shares
|
$213,400
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
438
shares
|
$212,430
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
438
shares
|
$212,430
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
437
shares
|
$211,945
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
437
shares
|
$211,945
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
435
shares
|
$210,975
0.04% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
433
shares
|
$210,005
0.06% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
431
shares
|
$209,035
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
430
shares
|
$208,550
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
430
shares
|
$208,550
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
428
shares
|
$207,580
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
428
shares
|
$207,580
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
428
shares
|
$207,580
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
427
shares
|
$207,095
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
425
shares
|
$206,125
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
423
shares
|
$205,155
0.08% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
423
shares
|
$205,155
0.11% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
422
shares
|
$204,670
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
420
shares
|
$203,700
0.23% of portfolio
|
Q1 2025
New holding
|