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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,014
shares
|
$1.44 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
3,013
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
3,011
shares
|
$1.44 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
3,011
shares
|
$1.44 Million
0.44% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
3,011
shares
|
$1.44 Million
1.05% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$1.43 Million
2.74% of portfolio
|
Q1 2024
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
2,999
shares
|
$1.43 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,995
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
2,995
shares
|
$1.43 Million
0.22% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
2,995
shares
|
$1.43 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
2,994
shares
|
$1.43 Million
1.24% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,988
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2023
Added 52.92%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
2,982
shares
|
$1.42 Million
0.35% of portfolio
|
Q2 2025
Added 32.42%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
2,974
shares
|
$1.42 Million
0.66% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
2,973
shares
|
$1.42 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
2,971
shares
|
$1.42 Million
0.34% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
2,971
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
2,967
shares
|
$1.42 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
2,965
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,962
shares
|
$1.41 Million
0.66% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,960
shares
|
$1.41 Million
1.81% of portfolio
|
Q4 2023
Reduced 3.49%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
2,960
shares
|
$1.41 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
2,954
shares
|
$1.41 Million
0.38% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,953
shares
|
$1.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|