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 5,040 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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
4,461
shares
|
$2.13 Million
0.17% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,459
shares
|
$2.13 Million
0.52% of portfolio
|
Q2 2025
Added 772.6%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
4,457
shares
|
$2.13 Million
0.92% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Fortune 45 LLC
|
Aug 04, 2025 Q2 2025 |
4,456
shares
|
$2.13 Million
1.25% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,456
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,453
shares
|
$2.12 Million
1.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,452
shares
|
$2.12 Million
1.54% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Aug 06, 2025 Q2 2025 |
4,450
shares
|
$2.12 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
4,441
shares
|
$2.12 Million
1.05% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
4,441
shares
|
$2.12 Million
0.41% of portfolio
|
Q2 2025
Added 195.87%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
4,437
shares
|
$2.12 Million
0.84% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
4,432
shares
|
$2.11 Million
1.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,419
shares
|
$2.11 Million
0.64% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
4,418
shares
|
$2.11 Million
2.3% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
4,407
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Added 101.23%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
4,401
shares
|
$2.1 Million
1.16% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
4,391
shares
|
$2.1 Million
1.3% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
4,385
shares
|
$2.09 Million
0.33% of portfolio
|
Q1 2025
Added 91.9%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
4,381
shares
|
$2.09 Million
1.33% of portfolio
|
Q2 2025
Reduced 28.16%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
4,378
shares
|
$2.09 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,378
shares
|
$2.09 Million
0.97% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
4,374
shares
|
$2.09 Million
0.34% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
4,374
shares
|
$2.09 Million
0.69% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
4,373
shares
|
$2.09 Million
0.18% of portfolio
|
Q2 2025
Added 20.87%
|