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 4,975 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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
42,826
shares
|
$20.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
42,811
shares
|
$20.5 Million
0.77% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
42,739
shares
|
$20.4 Million
1.22% of portfolio
|
Q1 2025
Added 437.46%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
42,736
shares
|
$20.4 Million
5.97% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,729
shares
|
$20.4 Million
0.43% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
42,722
shares
|
$20.4 Million
0.24% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Tlw Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
42,667
shares
|
$20.4 Million
13.64% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,630
shares
|
$20.4 Million
0.47% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
42,627
shares
|
$20.4 Million
1.44% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
42,625
shares
|
$20.4 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
42,511
shares
|
$20.3 Million
1.22% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
42,490
shares
|
$20.3 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
42,426
shares
|
$20.3 Million
0.7% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
42,343
shares
|
$20.2 Million
9.24% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
42,308
shares
|
$20.2 Million
0.54% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
42,187
shares
|
$20.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
42,153
shares
|
$20.2 Million
2.98% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
41,979
shares
|
$20.1 Million
0.75% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
41,964
shares
|
$20.1 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
41,926
shares
|
$20 Million
12.4% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
41,912
shares
|
$20 Million
6.31% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
41,845
shares
|
$20 Million
3.48% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
May 05, 2025 Q1 2025 |
41,736
shares
|
$20 Million
6.24% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
41,646
shares
|
$19.9 Million
1.41% of portfolio
|
Q1 2025
Reduced 23.8%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
41,606
shares
|
$19.9 Million
7.11% of portfolio
|
Q1 2025
Added 2.5%
|