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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,058
shares
|
$981,933
0.35% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,058
shares
|
$981,933
0.45% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
2,053
shares
|
$979,547
0.08% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,051
shares
|
$978,593
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$978,116
0.46% of portfolio
|
Q2 2025
Added 98.26%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
2,049
shares
|
$977,639
0.39% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,045
shares
|
$975,730
0.11% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,042
shares
|
$974,299
0.36% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
2,041
shares
|
$973,822
0.31% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,040
shares
|
$973,345
0.19% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Mayar Capital Ltd.
|
Aug 15, 2025 Q2 2025 |
2,038
shares
|
$972,390
2.53% of portfolio
|
N/A
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
2,032
shares
|
$969,528
0.01% of portfolio
|
Q2 2025
Reduced 50.48%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
2,031
shares
|
$969,051
0.61% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,028
shares
|
$967,619
0.48% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,028
shares
|
$967,619
0.42% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
2,019
shares
|
$963,325
0.28% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
2,017
shares
|
$962,371
0.44% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
2,015
shares
|
$961,416
0.58% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,015
shares
|
$961,416
0.35% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
2,015
shares
|
$961,416
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
2,012
shares
|
$959,985
0.99% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
2,005
shares
|
$956,645
0.04% of portfolio
|
Q2 2025
Added 68.06%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,002
shares
|
$955,214
0.21% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,000
shares
|
$954,260
0.98% of portfolio
|
N/A
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
1,998
shares
|
$953,305
0.2% of portfolio
|
Q2 2025
Reduced 16.47%
|