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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,039
shares
|
$495,738
0.24% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
1,038
shares
|
$495,260
0.1% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,037
shares
|
$494,783
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
1,033
shares
|
$492,875
0.3% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,030
shares
|
$491,443
0.11% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
1,030
shares
|
$491,443
0.5% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
1,029
shares
|
$490,966
0.16% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,029
shares
|
$490,966
0.08% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
1,029
shares
|
$490,966
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,027
shares
|
$490,012
0.18% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
1,027
shares
|
$490,012
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,025
shares
|
$489,058
0.23% of portfolio
|
Q2 2025
Reduced 19.61%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,025
shares
|
$489,058
0.06% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,024
shares
|
$488,581
0.3% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
1,024
shares
|
$488,581
0.35% of portfolio
|
Q4 2023
Reduced 53.96%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,024
shares
|
$488,581
0.77% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,023
shares
|
$488,103
0.13% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
1,023
shares
|
$488,103
0.3% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
1,019
shares
|
$486,195
0.26% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
1,019
shares
|
$486,195
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,017
shares
|
$485,241
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
1,016
shares
|
$484,764
0.0% of portfolio
|
Q2 2025
Added 69.33%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,016
shares
|
$484,764
0.47% of portfolio
|
Q1 2025
Reduced 0.59%
|