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 |
|---|---|---|---|---|---|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
12,711
shares
|
$6.06 Million
2.52% of portfolio
|
Q2 2025
Reduced 38.97%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
12,680
shares
|
$6.05 Million
0.38% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
12,654
shares
|
$6.04 Million
0.27% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
12,628
shares
|
$6.03 Million
1.51% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,623
shares
|
$6.02 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,619
shares
|
$6.02 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
12,550
shares
|
$5.99 Million
3.45% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
12,516
shares
|
$5.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
12,509
shares
|
$5.97 Million
0.86% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
12,505
shares
|
$5.97 Million
3.29% of portfolio
|
Q4 2022
Added 2.76%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
12,500
shares
|
$5.96 Million
3.3% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
12,468
shares
|
$5.95 Million
2.46% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
12,456
shares
|
$5.94 Million
4.56% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
12,452
shares
|
$5.94 Million
2.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,434
shares
|
$5.93 Million
2.49% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,412
shares
|
$5.92 Million
3.25% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
12,408
shares
|
$5.92 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,408
shares
|
$5.92 Million
3.18% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,406
shares
|
$5.92 Million
1.55% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,398
shares
|
$5.92 Million
1.94% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
12,391
shares
|
$5.91 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
12,386
shares
|
$5.91 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,370
shares
|
$5.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.23%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
12,365
shares
|
$5.9 Million
1.06% of portfolio
|
Q2 2025
Added 57.46%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
12,328
shares
|
$5.88 Million
1.65% of portfolio
|
Q2 2025
Reduced 2.2%
|