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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
617
shares
|
$294,389
0.03% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
616
shares
|
$293,912
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
615
shares
|
$293,434
0.13% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
613
shares
|
$292,480
0.18% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
613
shares
|
$292,480
0.24% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
612
shares
|
$292,003
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
612
shares
|
$292,003
0.17% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Nixon Capital, LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
610
shares
|
$291,049
0.1% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
608
shares
|
$290,095
0.15% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
607
shares
|
$289,617
0.22% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
606
shares
|
$289,140
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
605
shares
|
$288,663
0.16% of portfolio
|
N/A
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
604
shares
|
$288,186
0.2% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
604
shares
|
$288,186
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
604
shares
|
$288,186
0.26% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
603
shares
|
$287,709
0.15% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
600
shares
|
$286,278
0.14% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
600
shares
|
$286,278
0.15% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
600
shares
|
$286,278
0.16% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
598
shares
|
$285,323
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
597
shares
|
$284,846
0.15% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
595
shares
|
$283,892
0.15% of portfolio
|
Q2 2025
Added 46.19%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
593
shares
|
$282,938
0.14% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
593
shares
|
$282,938
3.25% of portfolio
|
Q2 2025
Reduced 87.92%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
593
shares
|
$282,938
0.16% of portfolio
|
Q2 2025
Reduced 1.0%
|