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 5,039 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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
42,625
shares
|
$20.3 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
42,623
shares
|
$20.3 Million
0.81% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
42,526
shares
|
$20.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
42,511
shares
|
$20.3 Million
1.22% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
42,490
shares
|
$20.3 Million
2.53% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Aug 07, 2025 Q2 2025 |
42,274
shares
|
$20.2 Million
0.5% of portfolio
|
Q2 2025
Reduced 68.93%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Aug 12, 2025 Q2 2025 |
42,172
shares
|
$20.1 Million
20.22% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
42,153
shares
|
$20.1 Million
2.98% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
42,094
shares
|
$20.1 Million
0.51% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
41,964
shares
|
$20 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
41,928
shares
|
$20 Million
8.11% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
41,926
shares
|
$20 Million
12.4% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
41,912
shares
|
$20 Million
6.31% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
41,862
shares
|
$20 Million
4.71% of portfolio
|
Q2 2025
Added 1462.01%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
41,752
shares
|
$19.9 Million
5.99% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
41,689
shares
|
$19.9 Million
0.66% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
41,653
shares
|
$19.9 Million
2.49% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,559
shares
|
$19.8 Million
7.81% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Aug 06, 2025 Q2 2025 |
41,465
shares
|
$19.8 Million
5.2% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
41,301
shares
|
$19.7 Million
9.13% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
41,229
shares
|
$19.7 Million
11.18% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
41,113
shares
|
$19.6 Million
10.66% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
41,093
shares
|
$19.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
41,006
shares
|
$19.6 Million
0.82% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
40,884
shares
|
$19.5 Million
2.43% of portfolio
|
Q2 2025
Reduced 9.09%
|