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 |
|---|---|---|---|---|---|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
751
shares
|
$358,324
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
751
shares
|
$358,324
0.11% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
749
shares
|
$357,370
0.12% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
749
shares
|
$357,370
0.18% of portfolio
|
Q2 2025
Added 30.49%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
748
shares
|
$356,893
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
748
shares
|
$356,893
0.1% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
748
shares
|
$356,893
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
747
shares
|
$356,416
0.14% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
746
shares
|
$355,938
0.18% of portfolio
|
Q2 2023
Reduced 22.37%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
744
shares
|
$354,984
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
744
shares
|
$354,984
0.12% of portfolio
|
Q2 2025
Added 43.91%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
743
shares
|
$354,507
0.35% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
742
shares
|
$354,030
0.17% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
741
shares
|
$353,553
0.1% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
738
shares
|
$352,121
0.23% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
737
shares
|
$351,644
0.15% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
737
shares
|
$351,644
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
735
shares
|
$350,690
0.15% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
735
shares
|
$350,690
0.25% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
735
shares
|
$350,690
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
734
shares
|
$350,213
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
733
shares
|
$349,736
0.25% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
733
shares
|
$349,736
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
733
shares
|
$349,736
0.28% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
731
shares
|
$348,782
0.04% of portfolio
|
Q2 2025
Added 7.03%
|