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 |
|---|---|---|---|---|---|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
10,523
shares
|
$5.02 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
10,515
shares
|
$5.02 Million
1.78% of portfolio
|
Q2 2025
Added 372.58%
|
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
10,492
shares
|
$5.01 Million
0.54% of portfolio
|
Q4 2024
Added 64.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
10,488
shares
|
$5 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,478
shares
|
$5 Million
0.58% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
10,467
shares
|
$4.99 Million
1.09% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
10,450
shares
|
$4.99 Million
1.05% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
10,446
shares
|
$4.98 Million
0.34% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
10,445
shares
|
$4.98 Million
0.62% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
10,412
shares
|
$4.97 Million
0.75% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
10,411
shares
|
$4.97 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
10,407
shares
|
$4.97 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
10,376
shares
|
$4.95 Million
2.11% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,372
shares
|
$4.95 Million
0.55% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,361
shares
|
$4.94 Million
1.75% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
10,355
shares
|
$4.94 Million
1.34% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
10,355
shares
|
$4.94 Million
3.59% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
10,329
shares
|
$4.93 Million
1.23% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
10,321
shares
|
$4.92 Million
1.28% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
10,314
shares
|
$4.92 Million
2.32% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
10,313
shares
|
$4.92 Million
1.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
10,308
shares
|
$4.92 Million
3.61% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
10,293
shares
|
$4.91 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
10,284
shares
|
$4.91 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
10,266
shares
|
$4.9 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.92%
|