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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
2,947
shares
|
$1.41 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,945
shares
|
$1.41 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
2,937
shares
|
$1.4 Million
1.17% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,933
shares
|
$1.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,933
shares
|
$1.4 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,933
shares
|
$1.4 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
2,932
shares
|
$1.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
2,931
shares
|
$1.4 Million
0.47% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
2,930
shares
|
$1.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,928
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,918
shares
|
$1.39 Million
0.81% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,914
shares
|
$1.39 Million
0.57% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
2,909
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
2,904
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,898
shares
|
$1.38 Million
0.56% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
2,898
shares
|
$1.38 Million
0.91% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
2,896
shares
|
$1.38 Million
0.32% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
2,889
shares
|
$1.38 Million
1.04% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
2,883
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
2,877
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,875
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
2,875
shares
|
$1.37 Million
1.05% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,873
shares
|
$1.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,873
shares
|
$1.37 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,862
shares
|
$1.37 Million
0.64% of portfolio
|
Q2 2025
Added 3.32%
|