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 5,040 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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
20,047
shares
|
$9.57 Million
3.24% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
20,024
shares
|
$9.55 Million
0.87% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jul 29, 2025 Q2 2025 |
19,891
shares
|
$9.49 Million
4.32% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,872
shares
|
$9.48 Million
0.27% of portfolio
|
Q2 2025
Reduced 21.62%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,828
shares
|
$9.46 Million
0.6% of portfolio
|
Q4 2022
Added 1.67%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
19,804
shares
|
$9.45 Million
2.52% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
19,780
shares
|
$9.44 Million
0.38% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,764
shares
|
$9.43 Million
0.72% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,750
shares
|
$9.42 Million
0.92% of portfolio
|
Q2 2025
Reduced 25.48%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
19,729
shares
|
$9.41 Million
1.38% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
19,654
shares
|
$9.38 Million
0.99% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
19,622
shares
|
$9.36 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
19,579
shares
|
$9.34 Million
10.63% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
19,572
shares
|
$9.34 Million
0.58% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19,571
shares
|
$9.34 Million
0.51% of portfolio
|
Q2 2025
Reduced 46.37%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
19,559
shares
|
$9.33 Million
1.39% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
19,558
shares
|
$9.33 Million
1.22% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
19,487
shares
|
$9.3 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
19,451
shares
|
$9.28 Million
2.23% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
19,397
shares
|
$9.25 Million
5.97% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
19,361
shares
|
$9.24 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
19,240
shares
|
$9.18 Million
2.34% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
19,195
shares
|
$9.16 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
19,172
shares
|
$9.15 Million
4.64% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,139
shares
|
$9.13 Million
0.02% of portfolio
|
Q2 2025
Added 4545.39%
|