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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,560
shares
|
$3.13 Million
0.48% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,543
shares
|
$3.12 Million
0.59% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
6,541
shares
|
$3.12 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
6,533
shares
|
$3.12 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
6,528
shares
|
$3.11 Million
0.26% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
6,525
shares
|
$3.11 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,521
shares
|
$3.11 Million
0.86% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
6,516
shares
|
$3.11 Million
3.07% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
6,513
shares
|
$3.11 Million
1.86% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Jul 31, 2025 Q2 2025 |
6,500
shares
|
$3.1 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
6,488
shares
|
$3.1 Million
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
6,486
shares
|
$3.09 Million
2.1% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
6,481
shares
|
$3.09 Million
1.14% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,478
shares
|
$3.09 Million
0.98% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
6,478
shares
|
$3.09 Million
0.95% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
6,476
shares
|
$3.09 Million
1.65% of portfolio
|
Q2 2025
Added 37.96%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
6,474
shares
|
$3.09 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
6,462
shares
|
$3.08 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
6,456
shares
|
$3.08 Million
1.28% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,454
shares
|
$3.08 Million
1.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
6,445
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,439
shares
|
$3.07 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,427
shares
|
$3.07 Million
0.51% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
6,420
shares
|
$3.06 Million
0.95% of portfolio
|
Q2 2025
Added 22.15%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6,410
shares
|
$3.06 Million
0.63% of portfolio
|
Q3 2024
Reduced 15.04%
|