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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,719
shares
|
$820,186
0.35% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
1,718
shares
|
$819,709
0.27% of portfolio
|
Q2 2025
Added 39.9%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,715
shares
|
$818,277
0.09% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
1,715
shares
|
$818,277
0.64% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,714
shares
|
$817,800
0.14% of portfolio
|
Q3 2023
Added 2.51%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,711
shares
|
$816,369
0.34% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
1,711
shares
|
$816,369
0.25% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,709
shares
|
$815,415
0.57% of portfolio
|
N/A
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$814,938
0.66% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,706
shares
|
$813,983
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,703
shares
|
$812,552
0.49% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
1,702
shares
|
$812,075
0.65% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
1,699
shares
|
$810,643
0.19% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,695
shares
|
$808,735
0.14% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,695
shares
|
$808,735
0.43% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,693
shares
|
$807,781
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,692
shares
|
$807,303
0.08% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
1,692
shares
|
$807,303
0.54% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
1,691
shares
|
$806,826
0.4% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,690
shares
|
$806,349
1.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
1,686
shares
|
$804,441
0.1% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
1,684
shares
|
$803,486
0.65% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,682
shares
|
$802,532
0.29% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,682
shares
|
$802,532
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
1,681
shares
|
$802,055
0.42% of portfolio
|
Q2 2025
Reduced 3.17%
|