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 |
|---|---|---|---|---|---|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,917
shares
|
$2.35 Million
0.16% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
4,910
shares
|
$2.34 Million
0.59% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
4,909
shares
|
$2.34 Million
0.87% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
4,908
shares
|
$2.34 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
4,902
shares
|
$2.34 Million
1.75% of portfolio
|
Q1 2025
Added 45.68%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
4,896
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.16%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,893
shares
|
$2.33 Million
0.59% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
4,890
shares
|
$2.33 Million
0.25% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
4,890
shares
|
$2.33 Million
2.75% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,888
shares
|
$2.33 Million
0.99% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,880
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 162566.67%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
4,876
shares
|
$2.33 Million
0.1% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
4,869
shares
|
$2.32 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,860
shares
|
$2.32 Million
1.84% of portfolio
|
Q2 2025
Added 482.04%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
4,854
shares
|
$2.32 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,850
shares
|
$2.31 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
4,850
shares
|
$2.31 Million
1.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
4,849
shares
|
$2.31 Million
0.59% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4,842
shares
|
$2.31 Million
0.35% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
4,833
shares
|
$2.31 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
4,831
shares
|
$2.31 Million
0.91% of portfolio
|
Q2 2025
Reduced 38.57%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
4,827
shares
|
$2.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,824
shares
|
$2.3 Million
0.55% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,815
shares
|
$2.3 Million
1.53% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
4,812
shares
|
$2.3 Million
1.35% of portfolio
|
Q2 2025
Added 20.42%
|