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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,426
shares
|
$680,387
0.2% of portfolio
|
Q1 2025
Added 53.5%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,426
shares
|
$680,387
0.57% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
1,424
shares
|
$679,433
0.35% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
1,422
shares
|
$678,478
0.35% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,422
shares
|
$678,478
0.53% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,420
shares
|
$677,524
0.27% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
1,419
shares
|
$677,047
0.13% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
1,416
shares
|
$675,616
0.25% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,416
shares
|
$675,616
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
1,414
shares
|
$674,661
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
1,413
shares
|
$674,184
0.44% of portfolio
|
Q2 2025
Added 48.74%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,411
shares
|
$673,230
0.55% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
1,409
shares
|
$672,276
0.21% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$669,413
0.24% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,403
shares
|
$669,413
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,402
shares
|
$668,936
0.14% of portfolio
|
Q2 2025
Reduced 33.4%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
1,402
shares
|
$668,936
0.28% of portfolio
|
Q2 2025
Added 32.02%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
1,400
shares
|
$667,982
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
1,400
shares
|
$667,982
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,399
shares
|
$667,504
0.21% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
1,394
shares
|
$665,119
0.26% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,394
shares
|
$665,119
0.41% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
1,392
shares
|
$664,164
0.21% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,392
shares
|
$664,164
0.61% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
1,387
shares
|
$661,779
0.13% of portfolio
|
Q2 2025
Reduced 3.34%
|