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 |
|---|---|---|---|---|---|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
25,126
shares
|
$12 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
25,090
shares
|
$12 Million
5.82% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
25,088
shares
|
$12 Million
1.97% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Kinsale Capital Group, Inc.
|
Aug 06, 2025 Q2 2025 |
25,061
shares
|
$12 Million
2.51% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
25,051
shares
|
$12 Million
3.89% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$11.9 Million
0.3% of portfolio
|
N/A
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
24,937
shares
|
$11.9 Million
4.41% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
24,932
shares
|
$11.9 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,913
shares
|
$11.9 Million
2.39% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
24,904
shares
|
$11.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
24,865
shares
|
$11.9 Million
0.56% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,846
shares
|
$11.9 Million
2.07% of portfolio
|
Q3 2023
Reduced 15.09%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
24,779
shares
|
$11.8 Million
0.77% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
24,767
shares
|
$11.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
24,714
shares
|
$11.8 Million
2.25% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
24,713
shares
|
$11.8 Million
3.1% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
24,698
shares
|
$11.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
24,644
shares
|
$11.8 Million
0.15% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
24,600
shares
|
$11.7 Million
4.25% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
24,587
shares
|
$11.7 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
24,497
shares
|
$11.7 Million
1.05% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
24,471
shares
|
$11.7 Million
1.05% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
24,438
shares
|
$11.7 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
24,431
shares
|
$11.7 Million
7.31% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,352
shares
|
$11.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 17.96%
|