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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
1,649
shares
|
$786,787
0.68% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,648
shares
|
$786,310
0.1% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,643
shares
|
$783,924
0.4% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,640
shares
|
$782,493
0.47% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,637
shares
|
$781,061
0.31% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,637
shares
|
$781,061
0.25% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
1,636
shares
|
$780,584
0.43% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
1,633
shares
|
$779,153
0.04% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,631
shares
|
$778,199
0.29% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,630
shares
|
$777,721
0.29% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
1,629
shares
|
$777,244
0.23% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
1,629
shares
|
$777,244
0.2% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
1,626
shares
|
$775,813
2.41% of portfolio
|
Q2 2025
Reduced 45.51%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,626
shares
|
$775,813
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
1,621
shares
|
$773,427
0.28% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
1,618
shares
|
$771,996
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
1,616
shares
|
$771,042
0.16% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
1,614
shares
|
$770,087
0.21% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
1,614
shares
|
$770,087
0.19% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Anson Funds Management LP
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,611
shares
|
$768,656
0.14% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,609
shares
|
$767,702
0.07% of portfolio
|
Q4 2024
Added 53.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
1,607
shares
|
$766,747
0.19% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
1,606
shares
|
$766,270
0.68% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
1,604
shares
|
$765,316
0.47% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$764,362
0.28% of portfolio
|
Q2 2025
Added 9.35%
|