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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
15,955
shares
|
$7.61 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
15,948
shares
|
$7.61 Million
1.26% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
15,938
shares
|
$7.6 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
15,926
shares
|
$7.6 Million
1.87% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
15,908
shares
|
$7.59 Million
1.24% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
15,892
shares
|
$7.58 Million
0.29% of portfolio
|
Q2 2025
Added 123.36%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2025 Q2 2025 |
15,881
shares
|
$7.58 Million
6.07% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
15,853
shares
|
$7.56 Million
1.9% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
15,848
shares
|
$7.56 Million
5.5% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,848
shares
|
$7.56 Million
1.5% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
15,841
shares
|
$7.56 Million
2.1% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
15,834
shares
|
$7.55 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,787
shares
|
$7.53 Million
2.36% of portfolio
|
Q2 2025
Added 22.39%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
15,771
shares
|
$7.52 Million
1.76% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
15,765
shares
|
$7.52 Million
0.62% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
15,761
shares
|
$7.52 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
15,752
shares
|
$7.52 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
15,747
shares
|
$7.51 Million
1.34% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
15,745
shares
|
$7.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
15,742
shares
|
$7.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
15,742
shares
|
$7.51 Million
1.93% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Aug 04, 2025 Q2 2025 |
15,735
shares
|
$7.51 Million
6.3% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
15,700
shares
|
$7.49 Million
2.7% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,668
shares
|
$7.48 Million
0.93% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
15,654
shares
|
$7.47 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.16%
|