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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
728
shares
|
$347,350
0.17% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
728
shares
|
$347,350
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
725
shares
|
$345,919
0.06% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
724
shares
|
$345,442
0.09% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
723
shares
|
$344,964
0.28% of portfolio
|
Q2 2025
Reduced 71.66%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
723
shares
|
$344,964
0.21% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
721
shares
|
$344,010
0.13% of portfolio
|
Q2 2025
Reduced 41.05%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
720
shares
|
$343,533
0.5% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
717
shares
|
$342,102
0.19% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
717
shares
|
$342,102
0.11% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
717
shares
|
$342,102
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
717
shares
|
$342,102
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
716
shares
|
$341,625
0.16% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
715
shares
|
$341,147
0.13% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
715
shares
|
$341,147
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
714
shares
|
$340,670
0.17% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
712
shares
|
$339,716
0.26% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
711
shares
|
$339,239
0.09% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
705
shares
|
$336,376
0.24% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
705
shares
|
$336,376
0.28% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
703
shares
|
$335,422
0.08% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
702
shares
|
$334,945
0.05% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
702
shares
|
$334,945
0.13% of portfolio
|
Q2 2025
Added 28.34%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
701
shares
|
$334,468
0.26% of portfolio
|
Q2 2023
Reduced 35.63%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
700
shares
|
$333,991
0.1% of portfolio
|
Q2 2025
Added 1.01%
|