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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
328
shares
|
$156,498
0.13% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
322
shares
|
$153,635
0.03% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
315
shares
|
$150,295
0.14% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
315
shares
|
$150,295
0.12% of portfolio
|
Q2 2025
Added 530.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
314
shares
|
$149,818
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
301
shares
|
$143,616
0.07% of portfolio
|
Q2 2025
Added 903.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
301
shares
|
$143,616
0.04% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
300
shares
|
$143,139
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
300
shares
|
$143,139
0.15% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
285
shares
|
$135,982
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
283
shares
|
$135,027
0.01% of portfolio
|
N/A
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
282
shares
|
$134,550
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
281
shares
|
$134,073
0.11% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
281
shares
|
$134,073
0.11% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
273
shares
|
$130,256
0.09% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Xy Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
270
shares
|
$128,825
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
268
shares
|
$127,870
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$127,393
0.04% of portfolio
|
Q1 2024
Reduced 95.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
267
shares
|
$127,393
0.07% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
262
shares
|
$125,008
0.07% of portfolio
|
Q2 2025
Added 219.51%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
260
shares
|
$124,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
260
shares
|
$124,053
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
259
shares
|
$123,576
0.07% of portfolio
|
Q2 2025
Reduced 35.41%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
256
shares
|
$122,145
0.11% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
250
shares
|
$119,282
0.5% of portfolio
|
Q1 2025
Reduced 93.96%
|