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 5,039 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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,295
shares
|
$617,883
0.44% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,294
shares
|
$617,406
0.25% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,291
shares
|
$615,974
0.09% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
1,291
shares
|
$615,974
0.2% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1,285
shares
|
$613,112
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,283
shares
|
$612,157
0.52% of portfolio
|
Q2 2025
Reduced 71.56%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
1,281
shares
|
$611,203
0.27% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$610,726
0.29% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,280
shares
|
$610,726
0.59% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
1,279
shares
|
$610,249
0.42% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
1,277
shares
|
$609,295
0.73% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,277
shares
|
$609,295
0.18% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
1,276
shares
|
$608,817
0.13% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,276
shares
|
$608,817
0.46% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,275
shares
|
$608,340
0.31% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
1,275
shares
|
$608,340
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
1,274
shares
|
$607,863
0.11% of portfolio
|
Q2 2025
Added 191.53%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,273
shares
|
$607,386
0.31% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,270
shares
|
$605,955
0.18% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
1,270
shares
|
$605,955
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
1,269
shares
|
$605,477
0.18% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
1,269
shares
|
$605,477
0.37% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,269
shares
|
$605,477
0.39% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
1,268
shares
|
$605,000
0.36% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
1,263
shares
|
$602,615
0.3% of portfolio
|
Q2 2024
Added 5.34%
|