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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
1,600
shares
|
$763,408
0.58% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
1,598
shares
|
$762,453
0.38% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,597
shares
|
$761,976
0.48% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,594
shares
|
$760,545
0.69% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,592
shares
|
$759,590
0.09% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,591
shares
|
$759,113
0.46% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
1,591
shares
|
$759,113
0.38% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,590
shares
|
$758,636
0.35% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,586
shares
|
$756,728
0.28% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,585
shares
|
$756,251
0.43% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,585
shares
|
$756,251
0.5% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,584
shares
|
$755,773
0.37% of portfolio
|
Q2 2025
Added 478.1%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
1,583
shares
|
$755,296
0.2% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,583
shares
|
$755,296
0.22% of portfolio
|
Q2 2025
Added 173.88%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
1,583
shares
|
$755,296
0.4% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,580
shares
|
$753,865
0.29% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
1,578
shares
|
$752,911
0.46% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
1,577
shares
|
$752,434
1.33% of portfolio
|
Q2 2025
Added 2618.97%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
1,577
shares
|
$752,434
0.2% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,576
shares
|
$751,956
0.36% of portfolio
|
N/A
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
1,574
shares
|
$751,002
0.21% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,571
shares
|
$749,571
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,569
shares
|
$748,616
0.35% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,566
shares
|
$747,185
0.54% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
1,559
shares
|
$743,845
0.03% of portfolio
|
Q2 2025
Reduced 4.88%
|