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 |
|---|---|---|---|---|---|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
25,793
shares
|
$12.3 Million
0.18% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
25,774
shares
|
$12.3 Million
0.27% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
25,692
shares
|
$12.3 Million
1.1% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Canerector Inc
Toronto, A6 |
Jul 16, 2025 Q2 2025 |
25,690
shares
|
$12.3 Million
7.08% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,686
shares
|
$12.3 Million
0.3% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
25,626
shares
|
$12.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
25,569
shares
|
$12.2 Million
0.42% of portfolio
|
Q2 2025
Added 133.4%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
25,530
shares
|
$12.2 Million
0.22% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
25,498
shares
|
$12.2 Million
0.46% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
25,495
shares
|
$12.2 Million
2.92% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Jul 14, 2025 Q2 2025 |
25,468
shares
|
$12.2 Million
9.7% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
25,438
shares
|
$12.1 Million
1.25% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
25,421
shares
|
$12.1 Million
2.76% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
25,419
shares
|
$12.1 Million
6.04% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Jcp Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
25,378
shares
|
$12.1 Million
7.11% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
25,377
shares
|
$12.1 Million
1.37% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
25,374
shares
|
$12.1 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
25,367
shares
|
$12.1 Million
0.51% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
25,312
shares
|
$12.1 Million
8.25% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
25,309
shares
|
$12.1 Million
6.41% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
25,287
shares
|
$12.1 Million
3.03% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
25,245
shares
|
$12 Million
0.35% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
25,225
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 85.68%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
25,152
shares
|
$12 Million
3.91% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
25,150
shares
|
$12 Million
2.96% of portfolio
|
Q2 2025
Added 0.46%
|