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 |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
345
shares
|
$167,325
0.14% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
341
shares
|
$165,385
0.07% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
335
shares
|
$162,475
0.05% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
330
shares
|
$160,050
0.05% of portfolio
|
Q1 2025
Reduced 72.18%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
316
shares
|
$153,260
0.14% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
314
shares
|
$152,290
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
313
shares
|
$151,805
0.15% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
303
shares
|
$146,955
0.16% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
300
shares
|
$145,500
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
288
shares
|
$139,680
0.05% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
285
shares
|
$138,225
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
283
shares
|
$137,255
0.01% of portfolio
|
N/A
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
283
shares
|
$137,255
0.01% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
282
shares
|
$136,770
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
282
shares
|
$136,770
0.09% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
281
shares
|
$136,285
0.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
274
shares
|
$132,890
0.08% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
268
shares
|
$129,980
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$129,495
0.04% of portfolio
|
Q1 2024
Reduced 95.45%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
260
shares
|
$126,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
260
shares
|
$126,100
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
250
shares
|
$121,250
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
250
shares
|
$121,250
0.5% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
250
shares
|
$121,250
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
240
shares
|
$116,400
0.04% of portfolio
|
Q2 2025
Added 25.0%
|