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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
15,561
shares
|
$7.42 Million
2.11% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
15,549
shares
|
$7.42 Million
8.42% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
15,538
shares
|
$7.41 Million
1.6% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
15,491
shares
|
$7.39 Million
2.36% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
15,469
shares
|
$7.38 Million
1.55% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
15,458
shares
|
$7.38 Million
0.39% of portfolio
|
Q2 2025
Reduced 49.43%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
15,442
shares
|
$7.37 Million
3.86% of portfolio
|
Q2 2025
Added 54.56%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
15,421
shares
|
$7.36 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
15,420
shares
|
$7.36 Million
1.81% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
15,409
shares
|
$7.35 Million
1.87% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,352
shares
|
$7.32 Million
0.55% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
15,338
shares
|
$7.32 Million
0.27% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
15,309
shares
|
$7.3 Million
1.87% of portfolio
|
Q2 2025
Added 38.24%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
15,294
shares
|
$7.3 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
15,274
shares
|
$7.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
15,269
shares
|
$7.29 Million
3.91% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
15,218
shares
|
$7.26 Million
4.21% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
15,195
shares
|
$7.25 Million
0.2% of portfolio
|
Q2 2025
Added 230.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,192
shares
|
$7.25 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
15,190
shares
|
$7.25 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,190
shares
|
$7.25 Million
0.17% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,187
shares
|
$7.25 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
15,159
shares
|
$7.23 Million
0.36% of portfolio
|
Q2 2025
Reduced 28.61%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
15,137
shares
|
$7.22 Million
1.61% of portfolio
|
Q3 2023
Reduced 1.3%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
15,107
shares
|
$7.21 Million
3.96% of portfolio
|
Q2 2025
Reduced 0.47%
|