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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
951
shares
|
$453,750
0.25% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Cox Capital Mgt LLC
|
Jul 16, 2025 Q2 2025 |
950
shares
|
$453,273
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
949
shares
|
$452,796
0.28% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
948
shares
|
$452,319
0.45% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
945
shares
|
$450,887
0.1% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
945
shares
|
$450,887
0.2% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
945
shares
|
$450,887
0.12% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
945
shares
|
$450,887
0.52% of portfolio
|
Q1 2025
Added 83.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
944
shares
|
$450,410
0.36% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
942
shares
|
$449,456
0.16% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
941
shares
|
$448,979
0.18% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
941
shares
|
$448,979
0.23% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
940
shares
|
$448,502
0.23% of portfolio
|
Q2 2025
Added 27.2%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
938
shares
|
$447,547
0.2% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
938
shares
|
$447,547
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
938
shares
|
$447,547
0.31% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
937
shares
|
$447,070
0.09% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
936
shares
|
$446,593
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
934
shares
|
$445,639
0.3% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
934
shares
|
$445,639
0.11% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
933
shares
|
$445,162
0.15% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
930
shares
|
$443,730
0.11% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
930
shares
|
$443,730
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
929
shares
|
$443,253
0.15% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
929
shares
|
$443,253
0.02% of portfolio
|
Q2 2024
Added 9.17%
|