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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,818
shares
|
$867,422
0.24% of portfolio
|
Q2 2025
Added 28.03%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,817
shares
|
$866,945
0.12% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,803
shares
|
$860,265
0.16% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,795
shares
|
$856,448
0.35% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
1,795
shares
|
$856,448
0.41% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,794
shares
|
$855,971
0.66% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,792
shares
|
$855,016
0.17% of portfolio
|
Q1 2024
Reduced 96.26%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
1,789
shares
|
$853,585
0.59% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
1,788
shares
|
$853,108
0.43% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
1,787
shares
|
$852,631
0.59% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,786
shares
|
$852,154
0.48% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,786
shares
|
$852,154
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,785
shares
|
$851,677
0.57% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,784
shares
|
$851,199
0.63% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,783
shares
|
$850,722
0.23% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,780
shares
|
$849,291
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,778
shares
|
$848,337
0.4% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,775
shares
|
$846,905
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,775
shares
|
$846,905
0.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,773
shares
|
$845,951
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
1,772
shares
|
$845,474
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
1,772
shares
|
$845,474
0.73% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,771
shares
|
$844,997
0.65% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
1,770
shares
|
$844,520
0.16% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,769
shares
|
$844,042
0.27% of portfolio
|
Q2 2025
Added 6.31%
|