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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,387
shares
|
$661,779
0.41% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,387
shares
|
$661,779
0.4% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
1,386
shares
|
$661,302
0.3% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
1,385
shares
|
$660,825
0.03% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,384
shares
|
$660,347
0.52% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,382
shares
|
$659,393
0.56% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,379
shares
|
$657,962
0.18% of portfolio
|
Q4 2024
Added 989.2%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,375
shares
|
$656,053
0.32% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
1,375
shares
|
$656,053
0.45% of portfolio
|
Q2 2025
Added 17.92%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,373
shares
|
$655,099
0.37% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
1,372
shares
|
$654,622
0.25% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,371
shares
|
$654,145
0.44% of portfolio
|
Q1 2025
Reduced 60.72%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
1,370
shares
|
$653,668
0.4% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
1,370
shares
|
$653,668
0.09% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,369
shares
|
$653,190
0.02% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,367
shares
|
$652,236
0.33% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,366
shares
|
$651,759
0.24% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$651,759
0.17% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,362
shares
|
$649,851
0.22% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
1,360
shares
|
$648,896
1.74% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
1,360
shares
|
$648,896
0.12% of portfolio
|
Q2 2025
Reduced 87.84%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
1,360
shares
|
$648,896
0.33% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
1,359
shares
|
$648,419
0.05% of portfolio
|
Q2 2025
Reduced 97.83%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
1,359
shares
|
$648,419
0.34% of portfolio
|
Q2 2025
Reduced 74.64%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,358
shares
|
$647,942
0.29% of portfolio
|
Q2 2025
Reduced 0.59%
|