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 |
|---|---|---|---|---|---|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
842
shares
|
$401,743
0.23% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
841
shares
|
$401,266
0.12% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
840
shares
|
$400,789
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
839
shares
|
$400,312
0.03% of portfolio
|
Q2 2025
Added 43.17%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
838
shares
|
$399,834
0.08% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
837
shares
|
$399,357
0.23% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
836
shares
|
$398,880
0.16% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
835
shares
|
$398,403
0.06% of portfolio
|
Q1 2025
Added 56.07%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
835
shares
|
$398,403
0.22% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Aug 12, 2025 Q2 2025 |
834
shares
|
$397,926
0.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
833
shares
|
$397,449
0.11% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
832
shares
|
$396,972
0.24% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
829
shares
|
$395,540
0.2% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
828
shares
|
$395,063
0.15% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
827
shares
|
$394,586
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
826
shares
|
$394,109
0.11% of portfolio
|
Q1 2025
Added 45.94%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
824
shares
|
$393,155
0.26% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
824
shares
|
$393,155
0.23% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
820
shares
|
$391,246
0.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
818
shares
|
$390,292
0.19% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
818
shares
|
$390,292
0.29% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
818
shares
|
$390,292
0.01% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
815
shares
|
$388,860
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
813
shares
|
$387,906
0.14% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
813
shares
|
$387,906
0.15% of portfolio
|
Q2 2025
Reduced 37.37%
|