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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
1,905
shares
|
$908,932
0.18% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
1,897
shares
|
$905,115
0.55% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
1,891
shares
|
$902,252
0.54% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,890
shares
|
$901,775
0.54% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,889
shares
|
$901,298
0.22% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,889
shares
|
$901,298
0.64% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,888
shares
|
$900,821
0.17% of portfolio
|
Q1 2025
Added 24.95%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
1,887
shares
|
$900,344
0.25% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,883
shares
|
$898,435
0.29% of portfolio
|
Q2 2025
Added 81.41%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
1,882
shares
|
$897,958
0.61% of portfolio
|
Q1 2024
Added 24.47%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,881
shares
|
$897,481
0.25% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,880
shares
|
$897,004
0.4% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
1,880
shares
|
$897,004
0.19% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,880
shares
|
$897,004
0.1% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
1,879
shares
|
$896,527
0.15% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,878
shares
|
$896,050
0.32% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
1,875
shares
|
$894,618
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
1,874
shares
|
$894,141
0.13% of portfolio
|
Q1 2025
Reduced 27.98%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
1,870
shares
|
$892,233
0.05% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,870
shares
|
$892,233
0.2% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,868
shares
|
$891,278
0.09% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
1,866
shares
|
$890,324
0.46% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,865
shares
|
$889,847
0.06% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,864
shares
|
$889,370
0.86% of portfolio
|
Q2 2025
Reduced 56.26%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
1,863
shares
|
$888,893
1.51% of portfolio
|
Q2 2025
Added 75.26%
|