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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
39,096
shares
|
$18.7 Million
1.68% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
39,083
shares
|
$18.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
38,880
shares
|
$18.6 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
38,802
shares
|
$18.6 Million
16.69% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
38,739
shares
|
$18.5 Million
12.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
38,684
shares
|
$18.5 Million
0.21% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
38,676
shares
|
$18.5 Million
1.62% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
38,505
shares
|
$18.4 Million
10.52% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
38,405
shares
|
$18.4 Million
0.92% of portfolio
|
Q1 2025
Reduced 40.57%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
38,252
shares
|
$18.3 Million
6.1% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
38,192
shares
|
$18.3 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Muhlenkamp & CO Inc
|
May 13, 2025 Q1 2025 |
38,138
shares
|
$18.2 Million
7.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
38,126
shares
|
$18.2 Million
6.16% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,086
shares
|
$18.2 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
38,080
shares
|
$18.2 Million
1.48% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
37,966
shares
|
$18.2 Million
8.63% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
37,864
shares
|
$18.1 Million
0.72% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
37,844
shares
|
$18.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
37,799
shares
|
$18.1 Million
3.52% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
37,775
shares
|
$18.1 Million
0.88% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
37,326
shares
|
$17.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
37,310
shares
|
$17.8 Million
0.94% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
37,157
shares
|
$17.8 Million
5.86% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
36,859
shares
|
$17.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
36,756
shares
|
$17.6 Million
3.5% of portfolio
|
Q1 2025
New holding
|