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 |
|---|---|---|---|---|---|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
892
shares
|
$425,599
0.28% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
891
shares
|
$425,122
0.31% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
889
shares
|
$424,168
0.22% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
889
shares
|
$424,168
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
888
shares
|
$423,691
0.59% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
887
shares
|
$423,214
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
886
shares
|
$422,737
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
884
shares
|
$421,782
0.2% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
880
shares
|
$419,874
0.09% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
878
shares
|
$418,920
0.34% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
878
shares
|
$418,920
0.26% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
878
shares
|
$418,920
0.27% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
877
shares
|
$418,443
0.17% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
876
shares
|
$417,965
0.29% of portfolio
|
Q2 2023
Added 14.66%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
875
shares
|
$417,488
0.32% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
874
shares
|
$417,011
0.06% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
873
shares
|
$416,534
0.4% of portfolio
|
Q2 2025
Added 112.93%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
872
shares
|
$416,057
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
872
shares
|
$416,057
0.27% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
871
shares
|
$415,580
0.08% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
871
shares
|
$415,580
0.31% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
869
shares
|
$414,625
0.26% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
868
shares
|
$414,148
0.45% of portfolio
|
Q2 2025
Added 105.69%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
867
shares
|
$413,671
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
867
shares
|
$413,671
0.17% of portfolio
|
Q2 2024
Added 24.93%
|