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 |
|---|---|---|---|---|---|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
945
shares
|
$458,325
0.15% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
945
shares
|
$458,325
0.66% of portfolio
|
Q1 2025
Added 83.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
944
shares
|
$457,840
0.36% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
944
shares
|
$457,840
0.46% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
943
shares
|
$457,355
0.2% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
942
shares
|
$456,870
0.16% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
941
shares
|
$456,385
0.23% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
938
shares
|
$454,930
0.24% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
938
shares
|
$454,930
0.38% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
938
shares
|
$454,930
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
938
shares
|
$454,930
0.31% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
936
shares
|
$453,960
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
935
shares
|
$453,475
0.37% of portfolio
|
Q1 2025
Reduced 52.3%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
935
shares
|
$453,475
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
933
shares
|
$452,505
0.15% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
930
shares
|
$451,050
0.11% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
929
shares
|
$450,565
0.15% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
929
shares
|
$450,565
0.02% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
927
shares
|
$449,595
0.12% of portfolio
|
Q1 2025
Added 31.3%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
925
shares
|
$448,625
0.13% of portfolio
|
Q4 2023
Added 23.33%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
925
shares
|
$448,625
0.11% of portfolio
|
Q3 2023
Reduced 5.13%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
925
shares
|
$448,625
0.05% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
922
shares
|
$447,170
0.15% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
920
shares
|
$446,200
0.34% of portfolio
|
Q1 2025
Added 84.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
919
shares
|
$445,715
0.1% of portfolio
|
Q1 2023
Added 21.88%
|