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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,626
shares
|
$1.73 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
3,624
shares
|
$1.73 Million
0.6% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,623
shares
|
$1.73 Million
0.52% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
3,620
shares
|
$1.73 Million
0.79% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,614
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
3,612
shares
|
$1.72 Million
0.15% of portfolio
|
Q2 2025
Added 42.71%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,612
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,605
shares
|
$1.72 Million
0.54% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,603
shares
|
$1.72 Million
0.38% of portfolio
|
Q2 2025
Added 40.03%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
3,596
shares
|
$1.72 Million
0.24% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,575
shares
|
$1.71 Million
0.48% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,571
shares
|
$1.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,565
shares
|
$1.7 Million
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,564
shares
|
$1.7 Million
0.36% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
3,563
shares
|
$1.7 Million
1.03% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
3,558
shares
|
$1.7 Million
0.52% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,552
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$1.69 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,543
shares
|
$1.69 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,540
shares
|
$1.69 Million
0.62% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
3,537
shares
|
$1.69 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,535
shares
|
$1.69 Million
0.54% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
3,535
shares
|
$1.69 Million
0.65% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
3,535
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.42%
|