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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
9,528
shares
|
$4.55 Million
0.64% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,503
shares
|
$4.53 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
9,495
shares
|
$4.53 Million
1.35% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Jul 25, 2025 Q2 2025 |
9,485
shares
|
$4.53 Million
0.54% of portfolio
|
Q2 2025
Reduced 81.22%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
9,461
shares
|
$4.51 Million
1.75% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
9,455
shares
|
$4.51 Million
1.65% of portfolio
|
Q1 2025
Added 56.15%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
9,452
shares
|
$4.51 Million
3.09% of portfolio
|
Q2 2025
Added 25.84%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
9,435
shares
|
$4.5 Million
2.44% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,418
shares
|
$4.49 Million
3.14% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
9,415
shares
|
$4.49 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
9,400
shares
|
$4.49 Million
0.68% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
9,400
shares
|
$4.49 Million
0.69% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
9,397
shares
|
$4.48 Million
1.07% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
9,386
shares
|
$4.48 Million
0.43% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,386
shares
|
$4.48 Million
1.38% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
9,381
shares
|
$4.48 Million
2.84% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
9,369
shares
|
$4.47 Million
1.7% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
9,367
shares
|
$4.47 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
9,330
shares
|
$4.45 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,324
shares
|
$4.45 Million
0.17% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
9,307
shares
|
$4.44 Million
2.04% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
9,305
shares
|
$4.44 Million
0.49% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,298
shares
|
$4.44 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,285
shares
|
$4.43 Million
0.6% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
9,261
shares
|
$4.42 Million
1.64% of portfolio
|
Q2 2025
Reduced 3.65%
|