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 4,976 institutions that hold shares in the stock, with a total of 901 Million shares, which have been reported (via 13F filing form) to have a value of $431 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
34,402
shares
|
$16.4 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
34,332
shares
|
$16.4 Million
2.01% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
34,322
shares
|
$16.4 Million
8.38% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
34,286
shares
|
$16.4 Million
0.42% of portfolio
|
Q1 2025
Added 75.8%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
34,211
shares
|
$16.4 Million
1.98% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
34,181
shares
|
$16.3 Million
4.5% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
34,122
shares
|
$16.3 Million
0.8% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
33,836
shares
|
$16.2 Million
4.52% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
33,804
shares
|
$16.2 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
33,728
shares
|
$16.1 Million
0.38% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
33,652
shares
|
$16.1 Million
2.36% of portfolio
|
Q1 2024
New holding
|
|
|
Metropolis Capital LTD
|
Jul 21, 2025 Q2 2025 |
33,559
shares
|
$16 Million
0.52% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
33,510
shares
|
$16 Million
6.57% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
33,358
shares
|
$15.9 Million
2.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
33,329
shares
|
$15.9 Million
5.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
33,250
shares
|
$15.9 Million
8.06% of portfolio
|
N/A
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
33,144
shares
|
$15.8 Million
3.49% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,133
shares
|
$15.8 Million
0.85% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
33,085
shares
|
$15.8 Million
0.91% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
32,995
shares
|
$15.8 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
32,969
shares
|
$15.8 Million
4.05% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
32,959
shares
|
$15.8 Million
0.49% of portfolio
|
Q2 2025
Added 56.66%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
32,901
shares
|
$15.7 Million
12.78% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
32,860
shares
|
$15.7 Million
1.14% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
32,797
shares
|
$15.7 Million
5.09% of portfolio
|
Q2 2025
Reduced 10.07%
|