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 5,038 institutions that hold shares in the stock, with a total of 925 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 |
|---|---|---|---|---|---|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
548
shares
|
$261,467
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
548
shares
|
$261,467
0.18% of portfolio
|
Q2 2025
Reduced 64.94%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
548
shares
|
$261,467
0.06% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
548
shares
|
$261,467
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
547
shares
|
$260,990
0.17% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
544
shares
|
$259,558
0.1% of portfolio
|
Q1 2025
Added 71.61%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
543
shares
|
$259,081
0.1% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
543
shares
|
$259,081
0.1% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
541
shares
|
$258,127
0.24% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
540
shares
|
$257,650
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
540
shares
|
$257,650
0.13% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
537
shares
|
$256,218
0.29% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
535
shares
|
$255,264
0.21% of portfolio
|
Q2 2025
Reduced 39.55%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
534
shares
|
$254,787
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
533
shares
|
$254,310
0.01% of portfolio
|
N/A
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
533
shares
|
$254,310
0.22% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
530
shares
|
$252,878
0.11% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
527
shares
|
$251,447
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
527
shares
|
$251,447
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
527
shares
|
$251,447
0.14% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
527
shares
|
$251,447
0.25% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
526
shares
|
$250,970
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
525
shares
|
$250,493
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
524
shares
|
$250,016
0.15% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
524
shares
|
$250,016
0.16% of portfolio
|
Q2 2025
Reduced 27.02%
|