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 |
|---|---|---|---|---|---|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
797
shares
|
$380,272
0.38% of portfolio
|
Q2 2025
Reduced 80.95%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
796
shares
|
$379,795
0.31% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
795
shares
|
$379,318
0.2% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
795
shares
|
$379,318
0.16% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
792
shares
|
$377,886
0.34% of portfolio
|
Q2 2025
Reduced 38.98%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
791
shares
|
$377,409
0.23% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
791
shares
|
$377,409
0.07% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
790
shares
|
$376,932
0.1% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
790
shares
|
$376,932
0.49% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
789
shares
|
$376,455
0.14% of portfolio
|
Q2 2025
Added 102.83%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
788
shares
|
$375,978
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
788
shares
|
$375,978
0.29% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
787
shares
|
$375,501
0.23% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
786
shares
|
$375,024
0.34% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
785
shares
|
$374,547
0.1% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
784
shares
|
$374,069
0.2% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
783
shares
|
$373,592
0.3% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
778
shares
|
$371,207
0.14% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
778
shares
|
$371,207
0.19% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
778
shares
|
$371,207
0.12% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
778
shares
|
$371,207
0.26% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
775
shares
|
$369,775
0.19% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
775
shares
|
$369,775
0.22% of portfolio
|
Q2 2025
Added 44.86%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
774
shares
|
$369,298
0.27% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
773
shares
|
$368,821
3.67% of portfolio
|
Q3 2024
Reduced 10.22%
|