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 5,063 institutions that hold shares in the stock, with a total of 882 Million shares, which have been reported (via 13F filing form) to have a value of $438 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
50
shares
|
$24,819
0.06% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
50
shares
|
$24,819
17.07% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
46
shares
|
$22,833
0.0% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
40
shares
|
$19,855
0.0% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
40
shares
|
$19,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
39
shares
|
$19,359
0.01% of portfolio
|
Q3 2025
Reduced 91.12%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
39
shares
|
$19,359
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
38
shares
|
$18,862
0.01% of portfolio
|
N/A
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
36
shares
|
$17,870
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
31
shares
|
$15,388
0.74% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$13,402
0.0% of portfolio
|
Q2 2024
Reduced 37.21%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
26
shares
|
$12,906
0.01% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
26
shares
|
$12,906
0.01% of portfolio
|
Q2 2025
Added 136.36%
|
|
|
Birch Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$12,409
0.01% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
18
shares
|
$8,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
10
shares
|
$4,963
0.0% of portfolio
|
Q2 2025
Reduced 99.32%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Aug 01, 2025 Q2 2025 |
10
shares
|
$4,963
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
10
shares
|
$4,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$4,963
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4
shares
|
$1,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,489
0.0% of portfolio
|
N/A
|
|
|
Systrade Ag
Vaduz, N2 |
Oct 09, 2025 Q3 2025 |
1
shares
|
$496
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
1
shares
|
$496
0.01% of portfolio
|
Q2 2025
Reduced 93.33%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|