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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,271
shares
|
$2.04 Million
0.94% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,269
shares
|
$2.04 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
4,260
shares
|
$2.03 Million
0.26% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
4,254
shares
|
$2.03 Million
1.11% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,250
shares
|
$2.03 Million
1.11% of portfolio
|
N/A
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,242
shares
|
$2.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
4,237
shares
|
$2.02 Million
2.14% of portfolio
|
Q2 2025
Added 83.98%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,220
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2023
Added 14.83%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,220
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2022
Added 516.96%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
4,220
shares
|
$2.01 Million
0.18% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
4,217
shares
|
$2.01 Million
1.01% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
4,214
shares
|
$2.01 Million
1.48% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,204
shares
|
$2.01 Million
0.14% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
4,198
shares
|
$2 Million
1.25% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
4,180
shares
|
$1.99 Million
1.29% of portfolio
|
Q2 2025
Added 33.29%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
4,179
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
4,175
shares
|
$1.99 Million
0.65% of portfolio
|
Q2 2025
Added 42.06%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
4,175
shares
|
$1.99 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,155
shares
|
$1.98 Million
0.9% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
4,144
shares
|
$1.98 Million
0.47% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
4,143
shares
|
$1.98 Million
1.6% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
4,141
shares
|
$1.98 Million
0.85% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
4,138
shares
|
$1.97 Million
1.59% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,137
shares
|
$1.97 Million
0.92% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
4,137
shares
|
$1.97 Million
0.33% of portfolio
|
Q2 2025
Added 2.48%
|