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 |
|---|---|---|---|---|---|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
2,331
shares
|
$1.11 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,329
shares
|
$1.11 Million
0.68% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
2,327
shares
|
$1.11 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,326
shares
|
$1.11 Million
0.15% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,325
shares
|
$1.11 Million
0.21% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
2,325
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2025
Reduced 75.91%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 71.67%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
2,324
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,324
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 174.7%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
2,323
shares
|
$1.11 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Cooke & Bieler LP
|
Aug 04, 2025 Q2 2025 |
2,320
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 97.28%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,318
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
2,311
shares
|
$1.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,310
shares
|
$1.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,310
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,306
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
2,304
shares
|
$1.1 Million
0.27% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
2,302
shares
|
$1.1 Million
0.46% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
2,297
shares
|
$1.1 Million
0.19% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,294
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
2,290
shares
|
$1.09 Million
0.98% of portfolio
|
Q2 2025
Reduced 34.46%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,286
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2023
Added 12.28%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
2,286
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
2,282
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,281
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 31.47%
|