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 |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
5,732
shares
|
$2.73 Million
1.6% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
5,720
shares
|
$2.73 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
5,719
shares
|
$2.73 Million
0.71% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
5,719
shares
|
$2.73 Million
1.39% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,701
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
1922 Investment CO LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,696
shares
|
$2.72 Million
92.18% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
5,692
shares
|
$2.72 Million
1.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
5,683
shares
|
$2.71 Million
0.5% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,680
shares
|
$2.71 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,680
shares
|
$2.71 Million
0.96% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
5,677
shares
|
$2.71 Million
0.74% of portfolio
|
Q2 2025
Reduced 55.45%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
5,671
shares
|
$2.71 Million
0.66% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,667
shares
|
$2.7 Million
1.44% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,664
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,660
shares
|
$2.7 Million
0.9% of portfolio
|
Q2 2025
Added 40.94%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,657
shares
|
$2.7 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
5,655
shares
|
$2.7 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
5,638
shares
|
$2.69 Million
1.74% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,633
shares
|
$2.69 Million
0.38% of portfolio
|
Q2 2025
Reduced 85.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,630
shares
|
$2.69 Million
0.51% of portfolio
|
Q2 2025
Reduced 86.83%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
5,628
shares
|
$2.69 Million
0.78% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
5,618
shares
|
$2.68 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
5,616
shares
|
$2.68 Million
2.64% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
5,600
shares
|
$2.67 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
5,577
shares
|
$2.66 Million
0.94% of portfolio
|
Q2 2025
Added 0.58%
|