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 |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
12,303
shares
|
$5.87 Million
1.71% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,291
shares
|
$5.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
12,288
shares
|
$5.86 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,286
shares
|
$5.86 Million
1.39% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
12,223
shares
|
$5.83 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
12,210
shares
|
$5.83 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
12,202
shares
|
$5.82 Million
1.33% of portfolio
|
Q2 2025
Added 49.0%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
12,197
shares
|
$5.82 Million
0.79% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
12,190
shares
|
$5.82 Million
5.73% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,181
shares
|
$5.81 Million
0.52% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
12,129
shares
|
$5.79 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
12,096
shares
|
$5.77 Million
0.77% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
12,088
shares
|
$5.77 Million
1.53% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
12,063
shares
|
$5.76 Million
2.31% of portfolio
|
Q2 2025
Reduced 58.47%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
12,055
shares
|
$5.75 Million
4.3% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
12,029
shares
|
$5.74 Million
5.2% of portfolio
|
Q2 2025
Added 114.27%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
12,022
shares
|
$5.74 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
11,988
shares
|
$5.72 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
11,971
shares
|
$5.71 Million
1.54% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
11,969
shares
|
$5.71 Million
0.18% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
11,930
shares
|
$5.69 Million
0.02% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
11,916
shares
|
$5.69 Million
2.02% of portfolio
|
Q1 2024
Added 17.92%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,916
shares
|
$5.69 Million
0.16% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
11,910
shares
|
$5.68 Million
0.49% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
11,908
shares
|
$5.68 Million
0.35% of portfolio
|
Q1 2025
Added 3.85%
|