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 5,042 institutions that hold shares in the stock, with a total of 924 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
5,107
shares
|
$2.44 Million
1.31% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
5,105
shares
|
$2.44 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,103
shares
|
$2.43 Million
0.41% of portfolio
|
Q2 2025
Added 1109.24%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
5,100
shares
|
$2.43 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 01, 2025 Q2 2025 |
5,100
shares
|
$2.43 Million
0.72% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$2.43 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
5,085
shares
|
$2.43 Million
1.17% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
5,076
shares
|
$2.42 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
5,076
shares
|
$2.42 Million
2.8% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
5,074
shares
|
$2.42 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
5,074
shares
|
$2.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
5,073
shares
|
$2.42 Million
1.54% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
5,072
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Added 62.25%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,069
shares
|
$2.42 Million
1.17% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
5,064
shares
|
$2.42 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,060
shares
|
$2.41 Million
0.47% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
5,054
shares
|
$2.41 Million
0.56% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
5,050
shares
|
$2.41 Million
0.28% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,050
shares
|
$2.41 Million
0.98% of portfolio
|
Q2 2023
Added 66.01%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,048
shares
|
$2.41 Million
0.19% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,042
shares
|
$2.41 Million
0.98% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
5,042
shares
|
$2.41 Million
2.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
5,042
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 82.08%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
5,040
shares
|
$2.4 Million
0.34% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,032
shares
|
$2.4 Million
0.31% of portfolio
|
Q2 2025
Added 1.0%
|