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 |
|---|---|---|---|---|---|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
867
shares
|
$413,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
866
shares
|
$413,194
0.06% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
866
shares
|
$413,194
0.19% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
864
shares
|
$412,240
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
863
shares
|
$411,763
0.11% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
863
shares
|
$411,763
0.3% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
862
shares
|
$411,286
0.1% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
862
shares
|
$411,286
0.12% of portfolio
|
Q2 2025
Added 36.61%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
860
shares
|
$410,331
0.09% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
860
shares
|
$410,331
0.29% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
858
shares
|
$409,377
0.22% of portfolio
|
Q2 2025
Added 17.7%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
857
shares
|
$408,900
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
856
shares
|
$408,423
0.32% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
854
shares
|
$407,469
0.15% of portfolio
|
Q2 2025
Added 88.11%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
854
shares
|
$407,469
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
853
shares
|
$406,991
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
853
shares
|
$406,991
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
853
shares
|
$406,991
0.28% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
853
shares
|
$406,991
0.4% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
852
shares
|
$406,514
0.0% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
849
shares
|
$405,083
0.04% of portfolio
|
Q2 2025
Added 33.7%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
849
shares
|
$405,083
0.06% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
849
shares
|
$405,083
0.17% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
849
shares
|
$405,083
0.06% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
845
shares
|
$403,174
0.15% of portfolio
|
Q2 2025
Reduced 62.48%
|