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 |
|---|---|---|---|---|---|
|
Bruni J V & CO
|
Aug 06, 2025 Q2 2025 |
1,857
shares
|
$886,030
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,853
shares
|
$884,121
0.19% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
1,853
shares
|
$884,121
0.68% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
1,852
shares
|
$883,644
0.49% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,852
shares
|
$883,644
0.64% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,849
shares
|
$882,213
0.88% of portfolio
|
Q4 2022
Added 4.11%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,849
shares
|
$882,213
0.28% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,846
shares
|
$880,781
0.14% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
1,845
shares
|
$880,304
0.09% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,844
shares
|
$879,827
0.34% of portfolio
|
Q2 2025
Added 120.57%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,843
shares
|
$879,350
0.28% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,841
shares
|
$878,396
0.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$878,396
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,840
shares
|
$877,919
0.32% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,840
shares
|
$877,919
0.68% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
1,835
shares
|
$875,533
0.6% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
1,834
shares
|
$875,056
0.56% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
1,833
shares
|
$874,579
0.43% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
1,831
shares
|
$873,625
0.51% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,829
shares
|
$872,670
0.25% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,829
shares
|
$872,670
0.38% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,828
shares
|
$872,193
0.39% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,827
shares
|
$871,716
0.55% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,822
shares
|
$869,330
0.13% of portfolio
|
Q2 2025
Added 34.56%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
1,818
shares
|
$867,422
0.25% of portfolio
|
Q1 2025
Reduced 5.07%
|