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 5,042 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 |
|---|---|---|---|---|---|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,025
shares
|
$2.4 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
5,025
shares
|
$2.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
5,024
shares
|
$2.4 Million
0.73% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
5,024
shares
|
$2.4 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
5,021
shares
|
$2.4 Million
1.12% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,008
shares
|
$2.39 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
5,007
shares
|
$2.39 Million
0.11% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,000
shares
|
$2.39 Million
1.92% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Miura Global Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$2.39 Million
2.74% of portfolio
|
Q2 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
4,997
shares
|
$2.38 Million
0.22% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
4,996
shares
|
$2.38 Million
1.17% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,995
shares
|
$2.38 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,995
shares
|
$2.38 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
4,993
shares
|
$2.38 Million
0.79% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
4,987
shares
|
$2.38 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
4,976
shares
|
$2.37 Million
0.37% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
4,966
shares
|
$2.37 Million
1.04% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
4,962
shares
|
$2.37 Million
0.55% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
4,959
shares
|
$2.37 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
4,952
shares
|
$2.36 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,950
shares
|
$2.36 Million
0.4% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,950
shares
|
$2.36 Million
0.91% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,941
shares
|
$2.36 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
4,936
shares
|
$2.36 Million
1.23% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
4,929
shares
|
$2.35 Million
0.1% of portfolio
|
Q2 2025
New holding
|