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 |
|---|---|---|---|---|---|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
414
shares
|
$197,531
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
413
shares
|
$197,054
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
412
shares
|
$196,577
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
412
shares
|
$196,577
0.17% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
412
shares
|
$196,577
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
405
shares
|
$193,237
0.22% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
400
shares
|
$190,852
0.01% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
396
shares
|
$188,943
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
388
shares
|
$185,126
0.99% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
386
shares
|
$184,172
0.03% of portfolio
|
Q4 2024
Added 34.97%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
383
shares
|
$182,740
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
382
shares
|
$182,263
0.05% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
380
shares
|
$181,309
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
377
shares
|
$179,878
0.06% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
376
shares
|
$179,400
0.09% of portfolio
|
Q1 2024
Added 14.63%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
373
shares
|
$177,969
0.04% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
366
shares
|
$174,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
365
shares
|
$174,152
0.01% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
358
shares
|
$170,812
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
350
shares
|
$166,995
0.12% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
350
shares
|
$166,995
0.18% of portfolio
|
Q1 2025
Added 204.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
347
shares
|
$165,564
0.13% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
344
shares
|
$164,132
0.08% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
342
shares
|
$163,178
0.0% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
340
shares
|
$162,224
0.05% of portfolio
|
Q2 2025
Added 1.49%
|