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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,234
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
2,234
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
2,227
shares
|
$1.06 Million
0.39% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
2,226
shares
|
$1.06 Million
0.4% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
2,224
shares
|
$1.06 Million
0.97% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,216
shares
|
$1.06 Million
1.28% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
2,213
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,212
shares
|
$1.06 Million
0.56% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,210
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,208
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,204
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,198
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2024
Added 18.11%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
2,195
shares
|
$1.05 Million
0.8% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
2,194
shares
|
$1.05 Million
0.61% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
2,193
shares
|
$1.05 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
2,193
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,189
shares
|
$1.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
2,188
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,187
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,181
shares
|
$1.04 Million
0.29% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
2,180
shares
|
$1.04 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,179
shares
|
$1.04 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,177
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
2,175
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2025
Added 1.07%
|