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 5,040 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,771
shares
|
$1.8 Million
0.89% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,769
shares
|
$1.8 Million
0.99% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
3,762
shares
|
$1.79 Million
0.26% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
3,760
shares
|
$1.79 Million
1.59% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
3,759
shares
|
$1.79 Million
0.6% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,756
shares
|
$1.79 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,756
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
3,753
shares
|
$1.79 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$1.79 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
3,742
shares
|
$1.79 Million
0.42% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
3,733
shares
|
$1.78 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,725
shares
|
$1.78 Million
0.94% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Aug 05, 2025 Q2 2025 |
3,722
shares
|
$1.78 Million
1.8% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,721
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,721
shares
|
$1.78 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
3,719
shares
|
$1.77 Million
0.57% of portfolio
|
Q2 2025
Reduced 42.41%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,717
shares
|
$1.77 Million
0.56% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
3,714
shares
|
$1.77 Million
0.2% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
3,710
shares
|
$1.77 Million
0.27% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,704
shares
|
$1.77 Million
0.79% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
3,700
shares
|
$1.77 Million
2.12% of portfolio
|
N/A
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
3,696
shares
|
$1.76 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
3,696
shares
|
$1.76 Million
0.18% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,694
shares
|
$1.76 Million
1.46% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,691
shares
|
$1.76 Million
0.57% of portfolio
|
Q1 2025
Added 0.27%
|