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 |
|---|---|---|---|---|---|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
1,996
shares
|
$952,351
0.56% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,989
shares
|
$949,011
0.23% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,988
shares
|
$948,534
0.16% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,986
shares
|
$947,580
0.32% of portfolio
|
N/A
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
1,986
shares
|
$947,580
0.66% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$947,103
0.28% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,985
shares
|
$947,103
0.48% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,984
shares
|
$946,625
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
1,983
shares
|
$946,148
0.34% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,983
shares
|
$946,148
0.45% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,982
shares
|
$945,671
0.29% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,982
shares
|
$945,671
0.23% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,980
shares
|
$944,717
1.33% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,977
shares
|
$943,286
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,976
shares
|
$942,808
0.72% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
1,975
shares
|
$942,331
0.09% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
1,975
shares
|
$942,331
0.56% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,975
shares
|
$942,331
0.07% of portfolio
|
Q2 2025
Added 253.31%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,975
shares
|
$942,331
0.34% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,971
shares
|
$940,423
0.67% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,971
shares
|
$940,423
0.23% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,968
shares
|
$938,991
0.72% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,966
shares
|
$938,037
0.59% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,966
shares
|
$938,037
0.33% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
1,965
shares
|
$937,560
0.44% of portfolio
|
Q3 2024
Reduced 5.3%
|