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 4,974 institutions that hold shares in the stock, with a total of 900 Million shares, which have been reported (via 13F filing form) to have a value of $436 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
1,281
shares
|
$621,285
0.29% of portfolio
|
Q1 2025
Added 67.01%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$620,800
0.29% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,280
shares
|
$620,800
0.59% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
1,279
shares
|
$620,315
0.51% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
1,278
shares
|
$619,830
0.11% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,276
shares
|
$618,860
0.46% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
1,275
shares
|
$618,375
0.28% of portfolio
|
Q1 2025
Reduced 54.87%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,275
shares
|
$618,375
0.33% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,273
shares
|
$617,405
0.38% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,272
shares
|
$616,920
0.22% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,270
shares
|
$615,950
0.18% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
1,270
shares
|
$615,950
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
1,269
shares
|
$615,465
0.18% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
1,269
shares
|
$615,465
0.44% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
1,268
shares
|
$614,980
0.05% of portfolio
|
Q1 2025
Reduced 58.59%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,263
shares
|
$612,555
0.03% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
1,263
shares
|
$612,555
0.36% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
1,257
shares
|
$609,645
0.38% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$608,675
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$608,190
2.12% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$606,250
0.11% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,250
shares
|
$606,250
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,250
shares
|
$606,250
0.28% of portfolio
|
Q1 2023
Reduced 31.39%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,250
shares
|
$606,250
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,247
shares
|
$604,795
0.52% of portfolio
|
Q1 2025
Reduced 2.35%
|