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 |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
5,576
shares
|
$2.66 Million
1.22% of portfolio
|
Q2 2025
Reduced 63.86%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
5,572
shares
|
$2.66 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,567
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
5,560
shares
|
$2.65 Million
1.26% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,550
shares
|
$2.65 Million
1.98% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
5,548
shares
|
$2.65 Million
0.29% of portfolio
|
Q2 2025
Reduced 75.81%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
5,542
shares
|
$2.64 Million
0.37% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,537
shares
|
$2.64 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
5,529
shares
|
$2.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
5,525
shares
|
$2.64 Million
0.44% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
5,512
shares
|
$2.63 Million
1.32% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
5,512
shares
|
$2.63 Million
1.75% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
5,499
shares
|
$2.62 Million
2.72% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
5,499
shares
|
$2.62 Million
0.94% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Jul 31, 2025 Q2 2025 |
5,491
shares
|
$2.62 Million
1.34% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
5,488
shares
|
$2.62 Million
1.94% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
5,486
shares
|
$2.62 Million
0.99% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
5,485
shares
|
$2.62 Million
0.16% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,483
shares
|
$2.62 Million
0.42% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,478
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2023
Reduced 5.04%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
5,475
shares
|
$2.61 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
5,468
shares
|
$2.61 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
5,466
shares
|
$2.61 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
5,457
shares
|
$2.6 Million
2.54% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
5,435
shares
|
$2.59 Million
1.37% of portfolio
|
Q2 2025
Added 0.97%
|