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 $436 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
41,559
shares
|
$19.9 Million
7.81% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
41,470
shares
|
$19.8 Million
6.54% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
41,277
shares
|
$19.7 Million
0.59% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
41,229
shares
|
$19.7 Million
11.18% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
41,046
shares
|
$19.6 Million
0.41% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
40,943
shares
|
$19.6 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
40,820
shares
|
$19.5 Million
0.87% of portfolio
|
Q1 2025
Added 54.34%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
40,751
shares
|
$19.5 Million
0.72% of portfolio
|
Q1 2025
Added 452688.88%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
40,699
shares
|
$19.5 Million
4.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
40,628
shares
|
$19.4 Million
0.63% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
40,460
shares
|
$19.3 Million
1.25% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
40,309
shares
|
$19.3 Million
0.78% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
40,195
shares
|
$19.2 Million
2.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
40,180
shares
|
$19.2 Million
4.52% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
40,071
shares
|
$19.2 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
40,000
shares
|
$19.1 Million
6.72% of portfolio
|
Q1 2023
Reduced 57.89%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
39,866
shares
|
$19.1 Million
0.79% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
39,701
shares
|
$19 Million
0.69% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
39,677
shares
|
$19 Million
0.2% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
39,559
shares
|
$18.9 Million
0.96% of portfolio
|
Q1 2025
Added 24.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
39,427
shares
|
$18.9 Million
0.69% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
39,286
shares
|
$18.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 35.64%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
39,264
shares
|
$18.8 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
39,138
shares
|
$18.7 Million
6.61% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
39,125
shares
|
$18.7 Million
1.57% of portfolio
|
Q4 2024
Added 0.74%
|