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 |
|---|---|---|---|---|---|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,465
shares
|
$698,995
0.39% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
1,465
shares
|
$698,995
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$698,041
0.38% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
1,462
shares
|
$697,564
0.46% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,459
shares
|
$696,132
0.26% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,458
shares
|
$695,655
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,454
shares
|
$693,747
0.1% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
1,453
shares
|
$693,269
0.07% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,453
shares
|
$693,269
0.51% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
1,452
shares
|
$692,792
0.29% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,450
shares
|
$691,838
0.25% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
1,447
shares
|
$690,407
0.31% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
1,445
shares
|
$689,452
0.19% of portfolio
|
Q2 2025
Added 86.93%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,444
shares
|
$688,975
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
1,444
shares
|
$688,975
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
1,443
shares
|
$688,498
0.34% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,439
shares
|
$686,590
0.43% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,438
shares
|
$686,112
0.15% of portfolio
|
Q2 2025
Added 103.11%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Aug 14, 2025 Q2 2025 |
1,435
shares
|
$684,681
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
1,435
shares
|
$684,681
0.68% of portfolio
|
Q2 2025
Reduced 56.8%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
1,433
shares
|
$683,727
0.26% of portfolio
|
Q2 2025
Added 201.05%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,431
shares
|
$682,773
0.09% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
1,431
shares
|
$682,773
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,428
shares
|
$681,341
0.35% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,428
shares
|
$681,341
0.27% of portfolio
|
Q3 2024
Reduced 2.53%
|