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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
23,350
shares
|
$11.1 Million
0.73% of portfolio
|
Q2 2025
Added 33.95%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
23,320
shares
|
$11.1 Million
0.3% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
23,307
shares
|
$11.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
23,298
shares
|
$11.1 Million
0.26% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
23,243
shares
|
$11.1 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
23,231
shares
|
$11.1 Million
0.93% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
23,198
shares
|
$11.1 Million
1.61% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
23,126
shares
|
$11 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
23,104
shares
|
$11 Million
1.58% of portfolio
|
Q3 2023
Added 9.56%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
23,096
shares
|
$11 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
23,082
shares
|
$11 Million
1.31% of portfolio
|
Q1 2024
Added 445.03%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
23,079
shares
|
$11 Million
2.74% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
22,926
shares
|
$10.9 Million
0.72% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
22,908
shares
|
$10.9 Million
1.71% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
22,899
shares
|
$10.9 Million
7.43% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
22,881
shares
|
$10.9 Million
9.41% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
22,823
shares
|
$10.9 Million
7.41% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
22,792
shares
|
$10.9 Million
5.22% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
22,685
shares
|
$10.8 Million
2.07% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
22,554
shares
|
$10.8 Million
5.03% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
22,541
shares
|
$10.8 Million
4.99% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
22,516
shares
|
$10.7 Million
0.64% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
22,509
shares
|
$10.7 Million
5.92% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
22,422
shares
|
$10.7 Million
2.79% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,400
shares
|
$10.7 Million
5.74% of portfolio
|
Q2 2025
Reduced 0.9%
|