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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,182
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2024
Added 12.12%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
3,179
shares
|
$1.52 Million
0.31% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
3,174
shares
|
$1.51 Million
0.87% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
3,170
shares
|
$1.51 Million
0.22% of portfolio
|
Q2 2025
Added 281.47%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
3,170
shares
|
$1.51 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
3,166
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
3,164
shares
|
$1.51 Million
0.7% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
3,160
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
Added 57.68%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
3,158
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2025
Added 32.36%
|
|
|
Galibier Capital Management Ltd.
|
Aug 07, 2025 Q2 2025 |
3,155
shares
|
$1.51 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
3,150
shares
|
$1.5 Million
1.24% of portfolio
|
Q4 2022
Reduced 81.76%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,150
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
3,150
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Capital Management Inc
|
Aug 18, 2025 Q2 2025 |
3,149
shares
|
$1.5 Million
0.61% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
3,149
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
3,146
shares
|
$1.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
3,146
shares
|
$1.5 Million
0.46% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Sl Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,136
shares
|
$1.5 Million
2.75% of portfolio
|
Q2 2025
Reduced 34.75%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
3,133
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
3,132
shares
|
$1.49 Million
1.53% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,128
shares
|
$1.49 Million
0.65% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
3,122
shares
|
$1.49 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
3,118
shares
|
$1.49 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,110
shares
|
$1.48 Million
0.33% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
3,108
shares
|
$1.48 Million
1.22% of portfolio
|
Q2 2025
Added 3.46%
|