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 |
|---|---|---|---|---|---|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
11,000
shares
|
$5.25 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Bislett Management, LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
11,000
shares
|
$5.25 Million
5.36% of portfolio
|
N/A
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
10,999
shares
|
$5.25 Million
4.34% of portfolio
|
Q2 2025
Added 125.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
10,991
shares
|
$5.24 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
10,991
shares
|
$5.24 Million
4.49% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
10,981
shares
|
$5.24 Million
1.09% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,980
shares
|
$5.24 Million
2.23% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,950
shares
|
$5.22 Million
0.3% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,946
shares
|
$5.22 Million
0.39% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,920
shares
|
$5.21 Million
0.75% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10,915
shares
|
$5.21 Million
1.89% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
10,915
shares
|
$5.21 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
10,911
shares
|
$5.21 Million
0.88% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,907
shares
|
$5.2 Million
0.01% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
10,897
shares
|
$5.2 Million
1.27% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
10,896
shares
|
$5.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
10,889
shares
|
$5.2 Million
0.34% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
10,853
shares
|
$5.18 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
10,838
shares
|
$5.17 Million
0.79% of portfolio
|
Q2 2025
Added 101.26%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,832
shares
|
$5.17 Million
1.12% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
10,829
shares
|
$5.17 Million
1.02% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
10,799
shares
|
$5.15 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
10,788
shares
|
$5.15 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
10,768
shares
|
$5.14 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,767
shares
|
$5.14 Million
0.66% of portfolio
|
Q2 2025
Added 9.78%
|