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 |
|---|---|---|---|---|---|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
504
shares
|
$240,473
1.91% of portfolio
|
Q1 2024
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
504
shares
|
$240,473
0.06% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
503
shares
|
$239,996
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
503
shares
|
$239,996
0.25% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
502
shares
|
$239,519
0.17% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
502
shares
|
$239,519
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
501
shares
|
$239,042
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
500
shares
|
$238,565
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$238,565
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$238,565
0.21% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
500
shares
|
$238,565
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$238,565
0.04% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
500
shares
|
$238,565
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
500
shares
|
$238,565
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
500
shares
|
$238,565
0.17% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
500
shares
|
$238,565
0.1% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
500
shares
|
$238,565
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
498
shares
|
$237,610
0.1% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
496
shares
|
$236,656
0.14% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
495
shares
|
$236,179
0.21% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
493
shares
|
$235,225
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
493
shares
|
$235,225
0.11% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
492
shares
|
$234,747
0.06% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
491
shares
|
$234,270
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
491
shares
|
$234,270
0.13% of portfolio
|
Q2 2025
Added 1.03%
|