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 |
|---|---|---|---|---|---|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
8,100
shares
|
$3.86 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
8,095
shares
|
$3.86 Million
0.61% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
8,093
shares
|
$3.86 Million
0.76% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
8,086
shares
|
$3.86 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
8,057
shares
|
$3.84 Million
0.73% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
8,036
shares
|
$3.83 Million
2.95% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
8,029
shares
|
$3.83 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
8,028
shares
|
$3.83 Million
0.81% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
8,022
shares
|
$3.83 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,999
shares
|
$3.82 Million
1.69% of portfolio
|
Q1 2023
Reduced 14.21%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
7,999
shares
|
$3.82 Million
3.16% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
7,989
shares
|
$3.81 Million
1.6% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
7,983
shares
|
$3.81 Million
0.75% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
7,982
shares
|
$3.81 Million
1.11% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,981
shares
|
$3.81 Million
0.65% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
7,962
shares
|
$3.8 Million
2.69% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
7,936
shares
|
$3.79 Million
1.16% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,923
shares
|
$3.78 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,923
shares
|
$3.78 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
7,903
shares
|
$3.77 Million
3.17% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
7,897
shares
|
$3.77 Million
0.23% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
7,895
shares
|
$3.77 Million
1.03% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
7,881
shares
|
$3.76 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
7,877
shares
|
$3.76 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,871
shares
|
$3.76 Million
1.26% of portfolio
|
Q2 2025
Added 1.94%
|