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 5,042 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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
5,265
shares
|
$2.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
5,255
shares
|
$2.51 Million
0.25% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,254
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
5,244
shares
|
$2.5 Million
0.18% of portfolio
|
Q2 2025
Added 256.73%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
5,236
shares
|
$2.5 Million
1.06% of portfolio
|
Q1 2025
Added 356.89%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
5,230
shares
|
$2.5 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
5,229
shares
|
$2.49 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
5,222
shares
|
$2.49 Million
2.97% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
5,219
shares
|
$2.49 Million
0.3% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,217
shares
|
$2.49 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
5,215
shares
|
$2.49 Million
0.29% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,206
shares
|
$2.48 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
5,190
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,185
shares
|
$2.47 Million
0.88% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
5,184
shares
|
$2.47 Million
1.06% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,179
shares
|
$2.47 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,163
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
5,150
shares
|
$2.46 Million
1.57% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
5,147
shares
|
$2.46 Million
0.58% of portfolio
|
Q2 2025
Reduced 47.97%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,144
shares
|
$2.45 Million
0.14% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,138
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
5,128
shares
|
$2.45 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,128
shares
|
$2.45 Million
0.34% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,122
shares
|
$2.44 Million
0.42% of portfolio
|
Q2 2025
Added 136.36%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,107
shares
|
$2.44 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.98%
|