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 |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
645
shares
|
$307,748
0.04% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
645
shares
|
$307,748
0.19% of portfolio
|
Q4 2023
Added 4.88%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
644
shares
|
$307,271
0.06% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
643
shares
|
$306,794
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
642
shares
|
$306,317
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
641
shares
|
$305,840
0.28% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
640
shares
|
$305,363
0.2% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
638
shares
|
$304,408
0.25% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
637
shares
|
$303,931
0.18% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
635
shares
|
$302,977
0.1% of portfolio
|
Q2 2025
Reduced 95.68%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
634
shares
|
$302,500
0.12% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
634
shares
|
$302,500
0.16% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
633
shares
|
$302,023
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
632
shares
|
$301,546
0.19% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Caxton Corp
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
632
shares
|
$301,546
3.38% of portfolio
|
Q2 2025
Added 35.33%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
630
shares
|
$300,591
0.06% of portfolio
|
Q1 2024
Reduced 66.49%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$300,591
0.1% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
629
shares
|
$300,114
0.11% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
625
shares
|
$298,206
0.22% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
624
shares
|
$297,729
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
622
shares
|
$296,774
0.24% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
621
shares
|
$296,297
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
620
shares
|
$295,820
0.14% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
619
shares
|
$295,343
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
619
shares
|
$295,343
0.19% of portfolio
|
Q2 2025
Reduced 2.21%
|