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 |
|---|---|---|---|---|---|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,530
shares
|
$4.07 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
8,523
shares
|
$4.07 Million
0.72% of portfolio
|
Q2 2025
Reduced 55.22%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
8,517
shares
|
$4.06 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
8,515
shares
|
$4.06 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
8,514
shares
|
$4.06 Million
3.16% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
8,495
shares
|
$4.05 Million
1.08% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,495
shares
|
$4.05 Million
2.44% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
8,495
shares
|
$4.05 Million
0.4% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,465
shares
|
$4.04 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
8,464
shares
|
$4.04 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,463
shares
|
$4.04 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,455
shares
|
$4.03 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,449
shares
|
$4.03 Million
1.53% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
8,447
shares
|
$4.03 Million
2.42% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
8,414
shares
|
$4.01 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
8,404
shares
|
$4.01 Million
5.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
8,382
shares
|
$4 Million
0.64% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
8,380
shares
|
$4 Million
2.39% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,359
shares
|
$3.99 Million
1.45% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
8,358
shares
|
$3.99 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
8,353
shares
|
$3.99 Million
0.18% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
8,347
shares
|
$3.98 Million
0.45% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
8,336
shares
|
$3.98 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
8,329
shares
|
$3.97 Million
1.6% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
8,321
shares
|
$3.97 Million
0.21% of portfolio
|
Q2 2025
Added 7.52%
|