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 |
|---|---|---|---|---|---|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
2,553
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2024
Added 407.55%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
2,552
shares
|
$1.22 Million
1.02% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
2,550
shares
|
$1.22 Million
0.53% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
2,546
shares
|
$1.21 Million
0.62% of portfolio
|
Q1 2023
Added 0.55%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
2,542
shares
|
$1.21 Million
1.06% of portfolio
|
Q2 2025
Added 131.09%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,538
shares
|
$1.21 Million
0.34% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
2,537
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
2,536
shares
|
$1.21 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,530
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
2,528
shares
|
$1.21 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
2,527
shares
|
$1.21 Million
0.29% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
2,526
shares
|
$1.21 Million
0.95% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
2,525
shares
|
$1.2 Million
1.97% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
2,525
shares
|
$1.2 Million
0.78% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,520
shares
|
$1.2 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,518
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,515
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
2,510
shares
|
$1.2 Million
0.77% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,509
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,506
shares
|
$1.2 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,505
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,504
shares
|
$1.19 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,503
shares
|
$1.19 Million
0.68% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
2,503
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,503
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Added 44.85%
|