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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
9,745
shares
|
$4.65 Million
1.04% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
9,745
shares
|
$4.65 Million
1.08% of portfolio
|
Q2 2025
Reduced 42.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
9,741
shares
|
$4.65 Million
0.92% of portfolio
|
N/A
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
9,740
shares
|
$4.65 Million
0.57% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
9,733
shares
|
$4.64 Million
2.98% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
9,724
shares
|
$4.64 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,690
shares
|
$4.62 Million
0.62% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,684
shares
|
$4.62 Million
1.17% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
9,678
shares
|
$4.62 Million
4.03% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
9,673
shares
|
$4.62 Million
3.95% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
9,665
shares
|
$4.61 Million
0.2% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,620
shares
|
$4.59 Million
2.06% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
9,610
shares
|
$4.59 Million
0.64% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
9,610
shares
|
$4.59 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
9,600
shares
|
$4.58 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
9,593
shares
|
$4.58 Million
2.91% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
9,580
shares
|
$4.57 Million
0.11% of portfolio
|
Q2 2025
Added 300.84%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
9,574
shares
|
$4.57 Million
4.71% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,560
shares
|
$4.56 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
9,560
shares
|
$4.56 Million
2.82% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
9,559
shares
|
$4.56 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
9,550
shares
|
$4.56 Million
3.14% of portfolio
|
Q4 2023
Reduced 4.98%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
9,550
shares
|
$4.56 Million
2.22% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,534
shares
|
$4.55 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
9,530
shares
|
$4.55 Million
0.15% of portfolio
|
Q2 2025
Added 8.17%
|