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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
11,900
shares
|
$5.68 Million
1.34% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
11,881
shares
|
$5.67 Million
1.86% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
11,873
shares
|
$5.66 Million
0.17% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
11,824
shares
|
$5.64 Million
3.3% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
11,805
shares
|
$5.63 Million
2.56% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
11,796
shares
|
$5.63 Million
1.54% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
11,789
shares
|
$5.62 Million
0.7% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
11,781
shares
|
$5.62 Million
0.86% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
11,760
shares
|
$5.61 Million
5.65% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
11,737
shares
|
$5.6 Million
2.67% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
11,735
shares
|
$5.6 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
11,722
shares
|
$5.59 Million
1.59% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
11,700
shares
|
$5.58 Million
1.76% of portfolio
|
Q2 2025
Added 71.0%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
11,692
shares
|
$5.58 Million
2.14% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,679
shares
|
$5.57 Million
1.04% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
11,673
shares
|
$5.57 Million
6.39% of portfolio
|
Q1 2025
Added 431.56%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
11,640
shares
|
$5.55 Million
2.89% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
11,637
shares
|
$5.55 Million
0.63% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
11,620
shares
|
$5.54 Million
1.65% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
11,602
shares
|
$5.54 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
11,602
shares
|
$5.54 Million
4.37% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
11,599
shares
|
$5.53 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,592
shares
|
$5.53 Million
1.38% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
11,591
shares
|
$5.53 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,587
shares
|
$5.53 Million
0.9% of portfolio
|
Q2 2025
Added 4.67%
|