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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
447
shares
|
$213,277
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
446
shares
|
$212,799
0.17% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
446
shares
|
$212,799
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
446
shares
|
$212,799
0.08% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
439
shares
|
$209,460
0.17% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Aug 14, 2025 Q2 2025 |
439
shares
|
$209,460
0.17% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
438
shares
|
$208,982
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
437
shares
|
$208,505
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
435
shares
|
$207,551
0.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
434
shares
|
$207,074
0.08% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
433
shares
|
$206,597
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
433
shares
|
$206,597
0.06% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
430
shares
|
$205,165
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
430
shares
|
$205,165
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
428
shares
|
$204,211
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
427
shares
|
$203,734
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
424
shares
|
$202,303
0.03% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
422
shares
|
$201,348
0.07% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
422
shares
|
$201,348
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
421
shares
|
$200,871
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
420
shares
|
$200,394
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
418
shares
|
$199,440
0.12% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
417
shares
|
$198,963
0.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
417
shares
|
$198,963
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
416
shares
|
$198,486
0.09% of portfolio
|
Q2 2025
Reduced 1.65%
|