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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
1,679
shares
|
$801,101
0.12% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,678
shares
|
$800,624
0.08% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,676
shares
|
$799,669
0.42% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,675
shares
|
$799,192
0.28% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,671
shares
|
$797,284
0.41% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,671
shares
|
$797,284
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,669
shares
|
$796,329
0.03% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
1,669
shares
|
$796,329
0.15% of portfolio
|
Q3 2021
Added 2.69%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
1,665
shares
|
$794,421
0.29% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,664
shares
|
$793,944
0.25% of portfolio
|
Q1 2025
Added 25.21%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
1,664
shares
|
$793,944
0.23% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,662
shares
|
$792,990
0.48% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
1,660
shares
|
$792,035
0.21% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
1,660
shares
|
$792,035
0.23% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,658
shares
|
$791,081
0.06% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,658
shares
|
$791,081
0.46% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,658
shares
|
$791,081
0.12% of portfolio
|
Q2 2023
Reduced 10.76%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
1,658
shares
|
$791,081
0.02% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
1,658
shares
|
$791,081
0.16% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
1,654
shares
|
$789,173
0.23% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
1,653
shares
|
$788,695
0.3% of portfolio
|
Q2 2024
Reduced 24.9%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,652
shares
|
$788,218
0.18% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,652
shares
|
$788,218
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,649
shares
|
$786,787
0.28% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,649
shares
|
$786,787
0.91% of portfolio
|
Q1 2025
Reduced 46.34%
|