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 |
---|---|---|---|---|---|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
1,150
shares
|
$548,699
0.21% of portfolio
|
Q4 2024
New holding
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,147
shares
|
$547,268
0.27% of portfolio
|
Q4 2022
New holding
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,145
shares
|
$546,313
0.25% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,144
shares
|
$545,836
0.11% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
1,142
shares
|
$544,882
1.05% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
1,139
shares
|
$543,451
0.44% of portfolio
|
Q2 2025
Added 2.8%
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
1,139
shares
|
$543,451
0.28% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
1,137
shares
|
$542,496
0.54% of portfolio
|
Q2 2025
Added 2.9%
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
1,134
shares
|
$541,065
0.43% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,133
shares
|
$540,588
0.25% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
1,133
shares
|
$540,588
0.43% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
1,132
shares
|
$540,111
0.27% of portfolio
|
Q2 2025
Added 0.53%
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,131
shares
|
$539,634
0.15% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
1,130
shares
|
$539,156
0.09% of portfolio
|
Q2 2025
Added 1.44%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
1,130
shares
|
$539,156
0.07% of portfolio
|
Q2 2025
Added 2.36%
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,128
shares
|
$538,202
0.11% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,128
shares
|
$538,202
0.41% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,126
shares
|
$537,248
0.11% of portfolio
|
Q1 2025
Added 1.62%
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
1,126
shares
|
$537,248
0.27% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,126
shares
|
$537,248
0.27% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
1,126
shares
|
$537,248
0.38% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,124
shares
|
$536,294
0.25% of portfolio
|
Q2 2025
Added 10.52%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,122
shares
|
$535,339
0.2% of portfolio
|
Q2 2025
Added 0.9%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,122
shares
|
$535,339
0.19% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,120
shares
|
$534,385
0.12% of portfolio
|
Q2 2025
Reduced 0.8%
|