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 |
|---|---|---|---|---|---|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
6,040
shares
|
$2.88 Million
0.46% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
6,039
shares
|
$2.88 Million
1.06% of portfolio
|
Q2 2025
Reduced 16.47%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
6,036
shares
|
$2.88 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
6,024
shares
|
$2.87 Million
1.8% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
6,022
shares
|
$2.87 Million
0.41% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
6,003
shares
|
$2.86 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,999
shares
|
$2.86 Million
0.21% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
5,994
shares
|
$2.86 Million
0.49% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
5,989
shares
|
$2.86 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
5,979
shares
|
$2.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,978
shares
|
$2.85 Million
1.08% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
5,970
shares
|
$2.85 Million
1.3% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
5,970
shares
|
$2.85 Million
2.73% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,957
shares
|
$2.84 Million
0.7% of portfolio
|
Q4 2024
Reduced 35.05%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,954
shares
|
$2.84 Million
0.2% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
5,940
shares
|
$2.83 Million
4.1% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,933
shares
|
$2.83 Million
0.36% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,927
shares
|
$2.83 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
5,919
shares
|
$2.82 Million
1.56% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
5,916
shares
|
$2.82 Million
0.58% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,901
shares
|
$2.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,899
shares
|
$2.81 Million
1.08% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,883
shares
|
$2.81 Million
1.43% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
5,880
shares
|
$2.81 Million
0.49% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,873
shares
|
$2.8 Million
0.17% of portfolio
|
Q2 2025
Added 2.5%
|