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 |
---|---|---|---|---|---|
Silicon Valley Community Foundation
Mountain View, CA |
May 13, 2025 Q1 2025 |
238
shares
|
$115,430
0.01% of portfolio
|
Q1 2025
Added 23.32%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
238
shares
|
$115,430
0.12% of portfolio
|
Q1 2025
Added 8.68%
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
237
shares
|
$114,945
0.09% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
236
shares
|
$114,460
0.08% of portfolio
|
Q4 2024
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
231
shares
|
$112,035
0.11% of portfolio
|
Q1 2025
Added 28.33%
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
217
shares
|
$105,245
0.04% of portfolio
|
Q4 2024
New holding
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
212
shares
|
$102,820
0.1% of portfolio
|
Q4 2024
New holding
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
202
shares
|
$97,970
0.1% of portfolio
|
Q1 2025
New holding
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
200
shares
|
$97,000
0.03% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
200
shares
|
$97,000
0.04% of portfolio
|
Q4 2023
Reduced 50.74%
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$97,000
3.56% of portfolio
|
Q1 2024
New holding
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
194
shares
|
$94,090
0.05% of portfolio
|
Q2 2024
Added 14.12%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
194
shares
|
$94,090
0.03% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
193
shares
|
$93,605
0.07% of portfolio
|
Q3 2023
Added 30.41%
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
193
shares
|
$93,605
0.06% of portfolio
|
Q1 2025
Added 1.05%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
192
shares
|
$93,120
0.1% of portfolio
|
Q1 2025
Added 72.97%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
191
shares
|
$92,635
0.03% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
185
shares
|
$89,725
0.1% of portfolio
|
Q3 2024
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
184
shares
|
$89,240
0.05% of portfolio
|
Q2 2024
Added 84.0%
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
181
shares
|
$87,785
0.2% of portfolio
|
Q4 2024
New holding
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
180
shares
|
$87,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
175
shares
|
$84,875
0.1% of portfolio
|
Q1 2025
Added 53.51%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
174
shares
|
$84,390
0.32% of portfolio
|
Q1 2025
Added 216.36%
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
170
shares
|
$82,450
0.05% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
170
shares
|
$82,450
0.21% of portfolio
|
Q4 2024
Reduced 77.92%
|