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 |
|---|---|---|---|---|---|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
2,173
shares
|
$1.04 Million
0.24% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
2,172
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
2,168
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,164
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2023
Added 96.55%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
2,163
shares
|
$1.03 Million
0.64% of portfolio
|
Q2 2025
Added 39.28%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
2,158
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,158
shares
|
$1.03 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,152
shares
|
$1.03 Million
0.74% of portfolio
|
Q2 2025
Added 43.56%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
2,147
shares
|
$1.02 Million
0.79% of portfolio
|
Q2 2025
Added 126.48%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,141
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
2,141
shares
|
$1.02 Million
0.41% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,135
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
2,135
shares
|
$1.02 Million
0.35% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
2,135
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2025
Added 222.02%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
2,133
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,131
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,126
shares
|
$1.01 Million
0.57% of portfolio
|
Q2 2025
Reduced 63.92%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
2,125
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,121
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,121
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
2,121
shares
|
$1.01 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
2,116
shares
|
$1.01 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,110
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
2,110
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.13%
|