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 5,040 institutions that hold shares in the stock, with a total of 924 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 |
|---|---|---|---|---|---|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
15,097
shares
|
$7.2 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
15,091
shares
|
$7.2 Million
0.64% of portfolio
|
Q2 2025
Reduced 91.95%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
15,084
shares
|
$7.2 Million
2.61% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,044
shares
|
$7.18 Million
2.72% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
15,015
shares
|
$7.16 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
15,012
shares
|
$7.16 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
15,011
shares
|
$7.16 Million
0.81% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,011
shares
|
$7.16 Million
1.53% of portfolio
|
Q1 2024
Added 896.08%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
15,000
shares
|
$7.16 Million
1.33% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
15,000
shares
|
$7.16 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
14,979
shares
|
$7.15 Million
1.8% of portfolio
|
Q2 2025
Added 381.79%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
14,948
shares
|
$7.13 Million
1.34% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
14,932
shares
|
$7.12 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
14,916
shares
|
$7.12 Million
0.84% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
14,897
shares
|
$7.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
14,866
shares
|
$7.09 Million
0.93% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
14,837
shares
|
$7.08 Million
2.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
14,831
shares
|
$7.08 Million
1.08% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
14,803
shares
|
$7.06 Million
1.53% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
14,798
shares
|
$7.06 Million
0.54% of portfolio
|
Q2 2025
Reduced 48.63%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
14,740
shares
|
$7.03 Million
5.7% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
14,728
shares
|
$7.03 Million
0.8% of portfolio
|
Q2 2024
Added 127.78%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
14,687
shares
|
$7.01 Million
0.59% of portfolio
|
Q2 2025
Added 19.02%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,667
shares
|
$7 Million
3.29% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
14,639
shares
|
$6.98 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.75%
|