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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
986
shares
|
$470,450
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Aug 13, 2025 Q2 2025 |
985
shares
|
$469,973
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
984
shares
|
$469,495
0.32% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
984
shares
|
$469,495
0.16% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
982
shares
|
$468,541
0.18% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
981
shares
|
$468,064
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
980
shares
|
$467,587
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
976
shares
|
$465,678
0.33% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
976
shares
|
$465,678
0.12% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
975
shares
|
$465,201
0.15% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
971
shares
|
$463,293
0.23% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
966
shares
|
$460,907
0.19% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
965
shares
|
$460,430
0.17% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
963
shares
|
$459,476
0.12% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
963
shares
|
$459,476
0.11% of portfolio
|
Q2 2025
Reduced 62.96%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
961
shares
|
$458,521
0.05% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
961
shares
|
$458,521
0.22% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
961
shares
|
$458,521
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
960
shares
|
$458,044
0.28% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
960
shares
|
$458,044
0.06% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
955
shares
|
$455,659
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
954
shares
|
$455,182
0.14% of portfolio
|
Q2 2025
Reduced 75.66%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
953
shares
|
$454,704
0.16% of portfolio
|
Q1 2025
Added 29.66%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
952
shares
|
$454,227
0.14% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
951
shares
|
$453,750
0.18% of portfolio
|
Q2 2025
Reduced 25.76%
|