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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
10,265
shares
|
$4.9 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
10,261
shares
|
$4.9 Million
1.24% of portfolio
|
Q2 2025
Added 18.54%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
10,249
shares
|
$4.89 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
10,225
shares
|
$4.88 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
10,225
shares
|
$4.88 Million
1.26% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,198
shares
|
$4.87 Million
1.17% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
10,193
shares
|
$4.86 Million
1.13% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Investment Management Associates Inc
|
Aug 04, 2025 Q2 2025 |
10,187
shares
|
$4.86 Million
1.33% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,185
shares
|
$4.86 Million
0.4% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
10,176
shares
|
$4.86 Million
0.55% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,167
shares
|
$4.85 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
10,167
shares
|
$4.85 Million
2.29% of portfolio
|
Q3 2024
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
10,164
shares
|
$4.85 Million
0.38% of portfolio
|
Q2 2025
Reduced 64.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,152
shares
|
$4.84 Million
0.45% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
10,146
shares
|
$4.84 Million
2.9% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
10,137
shares
|
$4.84 Million
3.38% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,099
shares
|
$4.82 Million
6.18% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
10,098
shares
|
$4.82 Million
0.62% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
10,075
shares
|
$4.81 Million
0.26% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
10,062
shares
|
$4.8 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$4.79 Million
7.03% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
10,022
shares
|
$4.78 Million
3.0% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
10,021
shares
|
$4.78 Million
3.75% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,018
shares
|
$4.78 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
10,007
shares
|
$4.77 Million
1.83% of portfolio
|
Q4 2022
Reduced 4.3%
|