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 |
|---|---|---|---|---|---|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,686
shares
|
$1.76 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,685
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
3,683
shares
|
$1.76 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
3,680
shares
|
$1.76 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,680
shares
|
$1.76 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
3,679
shares
|
$1.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,677
shares
|
$1.75 Million
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
3,672
shares
|
$1.75 Million
1.0% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,668
shares
|
$1.75 Million
0.45% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,668
shares
|
$1.75 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
3,662
shares
|
$1.75 Million
1.23% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,659
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
3,655
shares
|
$1.74 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
3,654
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
3,653
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,652
shares
|
$1.74 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,649
shares
|
$1.74 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,646
shares
|
$1.74 Million
0.64% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
3,636
shares
|
$1.73 Million
1.33% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
3,634
shares
|
$1.73 Million
0.89% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$1.73 Million
0.4% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,631
shares
|
$1.73 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
3,628
shares
|
$1.73 Million
1.3% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
3,628
shares
|
$1.73 Million
0.75% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
3,627
shares
|
$1.73 Million
0.99% of portfolio
|
Q2 2025
Added 248.41%
|