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 |
|---|---|---|---|---|---|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
563
shares
|
$268,624
0.15% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
563
shares
|
$268,624
0.1% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
562
shares
|
$268,147
0.15% of portfolio
|
Q4 2023
Reduced 41.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
562
shares
|
$268,147
0.12% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
562
shares
|
$268,147
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
560
shares
|
$267,192
0.12% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
560
shares
|
$267,192
0.18% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
560
shares
|
$267,192
0.14% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
559
shares
|
$266,715
0.12% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
557
shares
|
$265,761
0.04% of portfolio
|
Q2 2025
Added 30.14%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
557
shares
|
$265,761
0.22% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
556
shares
|
$265,284
0.13% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
555
shares
|
$264,807
0.04% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
555
shares
|
$264,807
0.09% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
554
shares
|
$264,330
0.18% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
554
shares
|
$264,330
0.01% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
554
shares
|
$264,330
0.45% of portfolio
|
Q2 2025
Reduced 67.08%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
554
shares
|
$264,330
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
553
shares
|
$263,852
0.98% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
553
shares
|
$263,852
0.13% of portfolio
|
Q2 2025
Reduced 25.17%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
552
shares
|
$263,375
0.12% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
551
shares
|
$262,898
0.01% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
551
shares
|
$262,898
0.1% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
550
shares
|
$262,421
0.02% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
549
shares
|
$261,944
0.23% of portfolio
|
Q4 2024
Added 4.97%
|