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 |
---|---|---|---|---|---|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,247
shares
|
$604,795
0.11% of portfolio
|
Q2 2025
Added 174.67%
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
1,246
shares
|
$604,310
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,243
shares
|
$602,855
0.1% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,243
shares
|
$602,855
0.32% of portfolio
|
Q3 2024
Added 1.06%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,242
shares
|
$602,370
0.33% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,241
shares
|
$601,885
0.15% of portfolio
|
Q1 2025
Reduced 85.34%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,241
shares
|
$601,885
0.46% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
1,241
shares
|
$601,885
0.97% of portfolio
|
Q4 2024
New holding
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,240
shares
|
$601,400
0.5% of portfolio
|
Q2 2025
Added 5.71%
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,239
shares
|
$600,915
0.47% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
1,239
shares
|
$600,915
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
1,237
shares
|
$599,945
0.41% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
1,236
shares
|
$599,460
0.12% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,234
shares
|
$598,490
0.3% of portfolio
|
Q2 2025
Added 2.49%
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,233
shares
|
$598,005
0.28% of portfolio
|
Q1 2025
Added 9.21%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
1,233
shares
|
$598,005
0.35% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
1,233
shares
|
$598,005
0.39% of portfolio
|
Q3 2024
Added 21.72%
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
1,230
shares
|
$596,550
0.42% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,229
shares
|
$596,065
0.48% of portfolio
|
Q1 2025
Added 0.08%
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
1,228
shares
|
$595,580
0.23% of portfolio
|
Q1 2025
Added 132.14%
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,227
shares
|
$595,095
0.17% of portfolio
|
Q2 2025
Reduced 31.26%
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,226
shares
|
$594,610
0.27% of portfolio
|
Q3 2024
New holding
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,224
shares
|
$593,640
0.14% of portfolio
|
Q1 2025
Added 3.03%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
1,223
shares
|
$593,155
0.26% of portfolio
|
Q1 2025
Added 49.33%
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
1,223
shares
|
$593,155
0.45% of portfolio
|
Q1 2025
Added 2.0%
|