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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
6,957
shares
|
$3.32 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
6,932
shares
|
$3.31 Million
2.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,931
shares
|
$3.31 Million
0.22% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,928
shares
|
$3.31 Million
0.26% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,926
shares
|
$3.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,913
shares
|
$3.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 21.23%
|
|
|
Allen Operations LLC
|
Aug 07, 2025 Q2 2025 |
6,906
shares
|
$3.3 Million
0.5% of portfolio
|
N/A
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Aug 01, 2025 Q2 2025 |
6,905
shares
|
$3.29 Million
0.46% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
6,905
shares
|
$3.29 Million
2.09% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
6,900
shares
|
$3.29 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
6,900
shares
|
$3.29 Million
2.7% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
6,882
shares
|
$3.28 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
6,869
shares
|
$3.28 Million
0.76% of portfolio
|
Q2 2025
Added 105.78%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
6,865
shares
|
$3.28 Million
0.93% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
6,838
shares
|
$3.26 Million
0.9% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
6,838
shares
|
$3.26 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
6,821
shares
|
$3.25 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
6,799
shares
|
$3.24 Million
3.33% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
6,795
shares
|
$3.24 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,792
shares
|
$3.24 Million
0.63% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
6,783
shares
|
$3.24 Million
1.1% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,779
shares
|
$3.23 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,768
shares
|
$3.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,759
shares
|
$3.22 Million
0.29% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
6,754
shares
|
$3.22 Million
1.54% of portfolio
|
Q2 2025
Reduced 16.01%
|