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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
7,607
shares
|
$3.63 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
7,606
shares
|
$3.63 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
7,603
shares
|
$3.63 Million
1.9% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
7,600
shares
|
$3.63 Million
0.69% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
7,598
shares
|
$3.63 Million
0.3% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,590
shares
|
$3.62 Million
0.28% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
7,588
shares
|
$3.62 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
7,568
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Added 185.8%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
7,568
shares
|
$3.61 Million
0.08% of portfolio
|
Q2 2025
Added 227.76%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
7,563
shares
|
$3.61 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
7,553
shares
|
$3.6 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
7,551
shares
|
$3.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
7,546
shares
|
$3.6 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
7,542
shares
|
$3.6 Million
0.82% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
7,535
shares
|
$3.6 Million
3.46% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
7,526
shares
|
$3.59 Million
0.52% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
7,524
shares
|
$3.59 Million
0.25% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
7,520
shares
|
$3.59 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
7,513
shares
|
$3.58 Million
1.42% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,508
shares
|
$3.58 Million
0.12% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$3.58 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
7,496
shares
|
$3.58 Million
0.67% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7,488
shares
|
$3.57 Million
1.88% of portfolio
|
Q2 2025
Reduced 42.11%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
7,485
shares
|
$3.57 Million
1.67% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,460
shares
|
$3.56 Million
2.14% of portfolio
|
Q2 2025
Added 1.95%
|