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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
6,234
shares
|
$2.97 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
6,223
shares
|
$2.97 Million
2.36% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
6,208
shares
|
$2.96 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
6,207
shares
|
$2.96 Million
2.71% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
6,204
shares
|
$2.96 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
6,197
shares
|
$2.96 Million
1.64% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,193
shares
|
$2.95 Million
1.7% of portfolio
|
Q1 2024
Added 15.69%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
6,189
shares
|
$2.95 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,185
shares
|
$2.95 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
6,177
shares
|
$2.95 Million
1.75% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,173
shares
|
$2.95 Million
2.89% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,141
shares
|
$2.93 Million
1.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
6,121
shares
|
$2.92 Million
0.8% of portfolio
|
Q2 2025
Reduced 54.6%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
6,120
shares
|
$2.92 Million
1.48% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,120
shares
|
$2.92 Million
0.4% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
6,120
shares
|
$2.92 Million
1.83% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
6,119
shares
|
$2.92 Million
1.79% of portfolio
|
Q2 2025
Added 28.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,102
shares
|
$2.91 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,095
shares
|
$2.91 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
6,086
shares
|
$2.9 Million
0.79% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
6,069
shares
|
$2.9 Million
2.23% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
6,059
shares
|
$2.89 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,054
shares
|
$2.89 Million
1.16% of portfolio
|
Q4 2023
Added 13.26%
|
|
|
Provident Trust CO
|
Aug 04, 2025 Q2 2025 |
6,053
shares
|
$2.89 Million
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,041
shares
|
$2.88 Million
0.2% of portfolio
|
Q2 2025
Added 5.95%
|