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 5,039 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 |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,261
shares
|
$601,660
0.3% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,261
shares
|
$601,660
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
1,261
shares
|
$601,660
0.13% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
1,259
shares
|
$600,706
0.4% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$598,798
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,255
shares
|
$598,798
0.39% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$598,321
2.12% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$597,843
0.31% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,250
shares
|
$596,412
0.0% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,250
shares
|
$596,412
0.28% of portfolio
|
Q1 2023
Reduced 31.39%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,250
shares
|
$596,412
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
1,247
shares
|
$594,981
0.11% of portfolio
|
Q2 2025
Added 174.67%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
1,246
shares
|
$594,503
0.34% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
1,243
shares
|
$593,072
0.12% of portfolio
|
Q2 2025
Reduced 81.18%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,243
shares
|
$593,072
0.27% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,243
shares
|
$593,072
0.3% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,242
shares
|
$592,595
0.33% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,241
shares
|
$592,118
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,241
shares
|
$592,118
0.46% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
1,241
shares
|
$592,118
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,240
shares
|
$591,641
0.5% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
1,239
shares
|
$591,164
0.37% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,239
shares
|
$591,164
0.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
1,238
shares
|
$590,686
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
1,237
shares
|
$590,209
0.41% of portfolio
|
Q2 2025
Reduced 0.16%
|