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 |
|---|---|---|---|---|---|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,088
shares
|
$519,117
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,087
shares
|
$518,640
0.09% of portfolio
|
Q4 2023
Reduced 6.7%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,087
shares
|
$518,640
0.08% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,084
shares
|
$517,208
0.22% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,083
shares
|
$516,731
0.17% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
1,080
shares
|
$515,300
0.32% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,079
shares
|
$514,823
0.2% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$512,914
0.05% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
1,075
shares
|
$512,914
0.23% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
1,074
shares
|
$512,437
0.09% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,073
shares
|
$511,960
0.11% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,073
shares
|
$511,960
0.36% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,073
shares
|
$511,960
0.08% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,069
shares
|
$510,051
0.35% of portfolio
|
Q1 2025
Added 54.93%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,069
shares
|
$510,051
0.36% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
1,067
shares
|
$509,097
0.13% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,065
shares
|
$508,143
0.04% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
1,065
shares
|
$508,143
0.36% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,064
shares
|
$507,666
0.27% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
1,057
shares
|
$504,326
0.23% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
1,056
shares
|
$503,849
0.26% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,055
shares
|
$503,372
0.28% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$500,509
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,048
shares
|
$500,032
0.38% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
1,045
shares
|
$498,600
0.18% of portfolio
|
Q2 2025
Added 1.55%
|