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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
14,619
shares
|
$6.98 Million
0.4% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
14,618
shares
|
$6.97 Million
2.77% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
14,599
shares
|
$6.97 Million
1.88% of portfolio
|
Q2 2025
Added 22.74%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
14,587
shares
|
$6.96 Million
5.86% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
14,576
shares
|
$6.95 Million
0.83% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
14,558
shares
|
$6.95 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
14,521
shares
|
$6.93 Million
0.42% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
14,511
shares
|
$6.92 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,488
shares
|
$6.91 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
14,463
shares
|
$6.9 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
14,458
shares
|
$6.9 Million
1.7% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
14,444
shares
|
$6.89 Million
4.83% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,443
shares
|
$6.89 Million
1.13% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
14,425
shares
|
$6.88 Million
7.5% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
14,381
shares
|
$6.86 Million
1.52% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
14,381
shares
|
$6.86 Million
1.54% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
14,378
shares
|
$6.86 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,376
shares
|
$6.86 Million
1.46% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
14,342
shares
|
$6.84 Million
2.87% of portfolio
|
Q4 2024
Reduced 63.75%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
14,340
shares
|
$6.84 Million
0.22% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
14,339
shares
|
$6.84 Million
0.41% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
14,301
shares
|
$6.82 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
14,287
shares
|
$6.82 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
14,285
shares
|
$6.82 Million
0.7% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
14,284
shares
|
$6.82 Million
2.77% of portfolio
|
Q2 2025
Reduced 2.5%
|