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 4,975 institutions that hold shares in the stock, with a total of 900 Million shares, which have been reported (via 13F filing form) to have a value of $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
2,279
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,279
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
2,278
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,278
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
2,277
shares
|
$1.09 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,277
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,271
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,270
shares
|
$1.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 29.66%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,268
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Cv Advisors LLC
Aventura, FL |
Apr 22, 2025 Q1 2025 |
2,268
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
2,267
shares
|
$1.08 Million
0.87% of portfolio
|
Q1 2025
Added 236.85%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,261
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
2,260
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
2,257
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Reduced 24.99%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,255
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
2,255
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,253
shares
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
2,252
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
2,251
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.17%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
2,250
shares
|
$1.08 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
2,250
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
2,250
shares
|
$1.08 Million
0.46% of portfolio
|
N/A
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
2,246
shares
|
$1.07 Million
0.4% of portfolio
|
Q1 2025
Added 59.52%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
2,244
shares
|
$1.07 Million
0.66% of portfolio
|
Q2 2025
Added 64.64%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,243
shares
|
$1.07 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.18%
|