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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,061
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
4,060
shares
|
$1.94 Million
0.74% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
4,056
shares
|
$1.94 Million
0.89% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
4,056
shares
|
$1.94 Million
1.7% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,038
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
4,038
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
4,036
shares
|
$1.93 Million
0.47% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
4,035
shares
|
$1.93 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
4,028
shares
|
$1.92 Million
0.26% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
4,010
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
4,001
shares
|
$1.91 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
3,996
shares
|
$1.91 Million
0.59% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,993
shares
|
$1.91 Million
0.39% of portfolio
|
Q2 2025
Added 180.01%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
3,988
shares
|
$1.9 Million
0.85% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
3,985
shares
|
$1.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,978
shares
|
$1.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Arga Investment Management, LP
|
Jul 31, 2025 Q2 2025 |
3,970
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,966
shares
|
$1.89 Million
2.25% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
3,964
shares
|
$1.89 Million
0.3% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
3,963
shares
|
$1.89 Million
0.53% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
3,962
shares
|
$1.89 Million
1.23% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
3,939
shares
|
$1.88 Million
0.17% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,937
shares
|
$1.88 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
3,937
shares
|
$1.88 Million
0.63% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
3,931
shares
|
$1.88 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.38%
|