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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
3,868
shares
|
$1.85 Million
0.9% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,861
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,861
shares
|
$1.84 Million
0.7% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,858
shares
|
$1.84 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
3,853
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Added 136.53%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
3,852
shares
|
$1.84 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
3,849
shares
|
$1.84 Million
1.72% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,849
shares
|
$1.84 Million
0.54% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,848
shares
|
$1.84 Million
0.25% of portfolio
|
Q2 2025
Added 145.72%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,845
shares
|
$1.83 Million
0.54% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
3,840
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
3,831
shares
|
$1.83 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
3,821
shares
|
$1.82 Million
0.89% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,820
shares
|
$1.82 Million
0.94% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
3,812
shares
|
$1.82 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
3,801
shares
|
$1.81 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
3,797
shares
|
$1.81 Million
0.34% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,791
shares
|
$1.81 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,790
shares
|
$1.81 Million
0.43% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,787
shares
|
$1.81 Million
0.96% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,778
shares
|
$1.8 Million
0.8% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
3,778
shares
|
$1.8 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$1.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
3,773
shares
|
$1.8 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
3,772
shares
|
$1.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 14.14%
|