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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,559
shares
|
$743,845
0.2% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
1,558
shares
|
$743,368
0.4% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
1,557
shares
|
$742,891
0.52% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,556
shares
|
$742,414
0.21% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,556
shares
|
$742,414
0.28% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
1,556
shares
|
$742,414
0.51% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,553
shares
|
$740,982
0.08% of portfolio
|
Q1 2023
Added 13.94%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Jul 28, 2025 Q2 2025 |
1,551
shares
|
$740,028
0.32% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,546
shares
|
$737,642
0.74% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
1,536
shares
|
$732,871
0.11% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
1,535
shares
|
$732,394
0.3% of portfolio
|
Q2 2025
Reduced 43.08%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,532
shares
|
$730,963
0.39% of portfolio
|
Q2 2025
Added 40.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,532
shares
|
$730,963
0.38% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,530
shares
|
$730,008
0.19% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
1,530
shares
|
$730,008
0.54% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,529
shares
|
$729,531
0.04% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
1,525
shares
|
$727,623
0.3% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
1,525
shares
|
$727,623
0.25% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$727,146
0.04% of portfolio
|
N/A
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,520
shares
|
$725,237
0.19% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
1,517
shares
|
$723,806
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
1,516
shares
|
$723,329
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,515
shares
|
$722,851
0.01% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
1,510
shares
|
$720,466
0.67% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,509
shares
|
$719,989
0.29% of portfolio
|
Q2 2025
Added 2.72%
|