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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
18,634
shares
|
$8.89 Million
2.11% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
18,624
shares
|
$8.89 Million
1.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
18,623
shares
|
$8.89 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
18,591
shares
|
$8.87 Million
0.4% of portfolio
|
Q2 2025
Added 99.43%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
18,590
shares
|
$8.87 Million
1.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
18,581
shares
|
$8.87 Million
1.56% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
18,560
shares
|
$8.86 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,528
shares
|
$8.84 Million
0.92% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
18,507
shares
|
$8.83 Million
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
18,503
shares
|
$8.83 Million
6.11% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
18,474
shares
|
$8.81 Million
1.95% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
18,465
shares
|
$8.81 Million
1.22% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
18,463
shares
|
$8.81 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
18,450
shares
|
$8.8 Million
0.31% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
18,441
shares
|
$8.8 Million
6.99% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
18,329
shares
|
$8.75 Million
5.85% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Reaves W H & CO Inc
|
Aug 11, 2025 Q2 2025 |
18,328
shares
|
$8.74 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
18,302
shares
|
$8.73 Million
5.63% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
18,289
shares
|
$8.73 Million
0.55% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
18,287
shares
|
$8.73 Million
2.11% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
18,243
shares
|
$8.7 Million
2.46% of portfolio
|
Q3 2023
Added 33.72%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
18,232
shares
|
$8.7 Million
11.38% of portfolio
|
Q2 2023
Reduced 3.95%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
18,223
shares
|
$8.69 Million
3.74% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
18,211
shares
|
$8.69 Million
0.3% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,179
shares
|
$8.67 Million
0.29% of portfolio
|
Q2 2025
Added 38.44%
|