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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
7,062
shares
|
$3.37 Million
0.64% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
7,048
shares
|
$3.36 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
7,047
shares
|
$3.36 Million
1.6% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
7,046
shares
|
$3.36 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
7,044
shares
|
$3.36 Million
1.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
7,044
shares
|
$3.36 Million
2.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
7,043
shares
|
$3.36 Million
2.53% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,041
shares
|
$3.36 Million
1.09% of portfolio
|
Q1 2023
Added 30.27%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,030
shares
|
$3.35 Million
1.45% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
7,029
shares
|
$3.35 Million
0.39% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,021
shares
|
$3.35 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,018
shares
|
$3.35 Million
1.44% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
7,015
shares
|
$3.35 Million
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
7,014
shares
|
$3.35 Million
2.22% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
7,011
shares
|
$3.35 Million
1.46% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
7,010
shares
|
$3.34 Million
0.92% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
7,005
shares
|
$3.34 Million
2.25% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
7,004
shares
|
$3.34 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,999
shares
|
$3.34 Million
0.51% of portfolio
|
Q4 2022
Added 20.82%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
6,997
shares
|
$3.34 Million
0.85% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,995
shares
|
$3.34 Million
0.35% of portfolio
|
Q2 2025
Added 52.1%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,987
shares
|
$3.33 Million
0.35% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
6,972
shares
|
$3.33 Million
1.6% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,964
shares
|
$3.32 Million
3.93% of portfolio
|
Q1 2024
Reduced 12.72%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,958
shares
|
$3.32 Million
0.13% of portfolio
|
Q2 2025
Added 3.63%
|