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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
2,852
shares
|
$1.36 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,850
shares
|
$1.36 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,848
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
2,848
shares
|
$1.36 Million
0.6% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,847
shares
|
$1.36 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,842
shares
|
$1.36 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2,841
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
2,838
shares
|
$1.35 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
2,837
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
2,837
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,837
shares
|
$1.35 Million
0.19% of portfolio
|
Q2 2025
Added 36.26%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,830
shares
|
$1.35 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
2,828
shares
|
$1.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,820
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
2,800
shares
|
$1.34 Million
0.4% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
2,799
shares
|
$1.34 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
2,799
shares
|
$1.34 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,797
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
2,796
shares
|
$1.33 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,793
shares
|
$1.33 Million
0.88% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
2,791
shares
|
$1.33 Million
0.26% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
2,789
shares
|
$1.33 Million
1.41% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,786
shares
|
$1.33 Million
0.79% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
2,778
shares
|
$1.33 Million
1.18% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,773
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Added 0.14%
|