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 |
|---|---|---|---|---|---|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
663
shares
|
$316,337
0.05% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
663
shares
|
$316,337
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
662
shares
|
$315,860
0.09% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
661
shares
|
$315,382
0.05% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
661
shares
|
$315,382
0.28% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
660
shares
|
$314,905
0.26% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
660
shares
|
$314,905
0.01% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
660
shares
|
$314,905
0.12% of portfolio
|
Q2 2025
Reduced 51.65%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
660
shares
|
$314,905
0.31% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
659
shares
|
$314,428
0.13% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
659
shares
|
$314,428
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
658
shares
|
$313,951
0.18% of portfolio
|
Q2 2025
Reduced 27.61%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
657
shares
|
$313,474
0.12% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
656
shares
|
$312,997
0.05% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
654
shares
|
$312,043
0.07% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
653
shares
|
$311,565
0.1% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
651
shares
|
$310,611
0.03% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
651
shares
|
$310,611
0.24% of portfolio
|
Q2 2025
Added 37.92%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
650
shares
|
$310,134
0.11% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
650
shares
|
$310,134
0.12% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
650
shares
|
$310,134
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
649
shares
|
$309,657
0.14% of portfolio
|
Q2 2025
Reduced 54.42%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
648
shares
|
$309,180
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
647
shares
|
$308,703
0.05% of portfolio
|
Q2 2025
Added 48.74%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
647
shares
|
$308,703
0.05% of portfolio
|
Q2 2025
Added 13.71%
|