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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$324,925
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
681
shares
|
$324,925
0.31% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
681
shares
|
$324,925
0.17% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$323,971
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
679
shares
|
$323,971
0.11% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
678
shares
|
$323,494
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
676
shares
|
$322,539
0.07% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
675
shares
|
$322,062
0.12% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Maren Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
675
shares
|
$322,062
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
674
shares
|
$321,585
0.04% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$321,108
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
673
shares
|
$321,108
0.27% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
673
shares
|
$321,108
0.19% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
672
shares
|
$320,631
0.1% of portfolio
|
Q2 2025
Added 47.05%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
671
shares
|
$320,154
0.02% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
671
shares
|
$320,154
0.22% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
670
shares
|
$319,677
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
669
shares
|
$319,199
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
668
shares
|
$318,722
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
668
shares
|
$318,722
0.17% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
666
shares
|
$317,768
0.85% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
666
shares
|
$317,768
0.4% of portfolio
|
Q2 2025
Reduced 86.16%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
666
shares
|
$317,768
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
664
shares
|
$316,814
0.13% of portfolio
|
Q2 2025
Reduced 45.3%
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
664
shares
|
$316,814
0.2% of portfolio
|
Q4 2024
New holding
|