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 |
|---|---|---|---|---|---|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
8,321
shares
|
$3.97 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
8,310
shares
|
$3.96 Million
0.84% of portfolio
|
Q2 2025
Added 673.74%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,305
shares
|
$3.96 Million
2.44% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
8,296
shares
|
$3.96 Million
1.93% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
8,294
shares
|
$3.96 Million
1.13% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,250
shares
|
$3.94 Million
0.49% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
8,248
shares
|
$3.94 Million
0.4% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
8,244
shares
|
$3.93 Million
0.45% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
8,230
shares
|
$3.93 Million
1.46% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,214
shares
|
$3.92 Million
0.23% of portfolio
|
Q4 2023
Reduced 9.48%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
8,213
shares
|
$3.92 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
8,209
shares
|
$3.92 Million
1.94% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
8,206
shares
|
$3.92 Million
0.48% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
8,206
shares
|
$3.92 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
8,201
shares
|
$3.91 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,186
shares
|
$3.91 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
8,171
shares
|
$3.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
8,154
shares
|
$3.89 Million
1.16% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,147
shares
|
$3.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 56.27%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
8,146
shares
|
$3.89 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
8,135
shares
|
$3.88 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
8,128
shares
|
$3.88 Million
2.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
8,125
shares
|
$3.88 Million
0.5% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
8,118
shares
|
$3.87 Million
1.85% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
8,107
shares
|
$3.87 Million
1.09% of portfolio
|
Q2 2025
Reduced 4.95%
|