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 |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
26,879
shares
|
$12.8 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
26,873
shares
|
$12.8 Million
1.42% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
26,797
shares
|
$12.8 Million
1.29% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
26,675
shares
|
$12.7 Million
0.08% of portfolio
|
Q2 2025
Added 533400.0%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
26,508
shares
|
$12.6 Million
1.35% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
26,500
shares
|
$12.6 Million
2.96% of portfolio
|
N/A
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
26,490
shares
|
$12.6 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
26,471
shares
|
$12.6 Million
5.54% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
26,456
shares
|
$12.6 Million
8.76% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
26,389
shares
|
$12.6 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
26,296
shares
|
$12.5 Million
5.49% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
26,261
shares
|
$12.5 Million
1.76% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
26,222
shares
|
$12.5 Million
1.41% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
26,221
shares
|
$12.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
26,160
shares
|
$12.5 Million
0.96% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Freemont Management S.A.
|
Aug 06, 2025 Q2 2025 |
26,100
shares
|
$12.5 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
26,092
shares
|
$12.4 Million
0.13% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
26,089
shares
|
$12.4 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
26,067
shares
|
$12.4 Million
5.43% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
26,057
shares
|
$12.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,989
shares
|
$12.4 Million
1.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
25,972
shares
|
$12.4 Million
0.46% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
25,895
shares
|
$12.4 Million
0.87% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
25,888
shares
|
$12.4 Million
2.61% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Jul 28, 2025 Q2 2025 |
25,888
shares
|
$12.4 Million
7.16% of portfolio
|
Q2 2025
Reduced 0.33%
|