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 |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
38,323
shares
|
$18.3 Million
5.21% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
38,252
shares
|
$18.3 Million
6.1% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
38,192
shares
|
$18.2 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
38,055
shares
|
$18.2 Million
1.97% of portfolio
|
Q2 2025
Reduced 23.27%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
38,019
shares
|
$18.1 Million
1.37% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
37,864
shares
|
$18.1 Million
0.72% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
37,775
shares
|
$18 Million
0.88% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
37,584
shares
|
$17.9 Million
0.77% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
37,326
shares
|
$17.8 Million
1.85% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
37,274
shares
|
$17.8 Million
2.74% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
37,157
shares
|
$17.7 Million
5.86% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
37,045
shares
|
$17.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
36,988
shares
|
$17.6 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
36,844
shares
|
$17.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
36,718
shares
|
$17.5 Million
1.16% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
36,638
shares
|
$17.5 Million
4.45% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
36,517
shares
|
$17.4 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
36,443
shares
|
$17.4 Million
6.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
36,178
shares
|
$17.3 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
36,130
shares
|
$17.2 Million
5.34% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
36,087
shares
|
$17.2 Million
2.05% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
36,010
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
35,644
shares
|
$17 Million
2.41% of portfolio
|
Q2 2025
Added 164.21%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
35,644
shares
|
$17 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
35,611
shares
|
$17 Million
0.42% of portfolio
|
Q2 2025
Reduced 24.6%
|