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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,358
shares
|
$1.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,351
shares
|
$1.6 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
3,344
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,341
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Added 88.01%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,325
shares
|
$1.59 Million
0.43% of portfolio
|
Q2 2025
Reduced 32.27%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,323
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
3,310
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
3,309
shares
|
$1.58 Million
0.69% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,306
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 86.48%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$1.58 Million
1.33% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,304
shares
|
$1.58 Million
0.58% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
3,303
shares
|
$1.58 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
3,303
shares
|
$1.58 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,303
shares
|
$1.58 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,295
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,292
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
3,290
shares
|
$1.57 Million
0.59% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,287
shares
|
$1.57 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,284
shares
|
$1.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
3,282
shares
|
$1.57 Million
0.27% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
3,278
shares
|
$1.56 Million
0.4% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,268
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 60.51%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,267
shares
|
$1.56 Million
0.64% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
3,264
shares
|
$1.56 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,253
shares
|
$1.55 Million
0.66% of portfolio
|
Q2 2025
Added 5.72%
|