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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,557
shares
|
$2.17 Million
0.39% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
4,552
shares
|
$2.17 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,548
shares
|
$2.17 Million
0.55% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
4,540
shares
|
$2.17 Million
0.63% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
4,537
shares
|
$2.16 Million
0.58% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
4,536
shares
|
$2.16 Million
2.04% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,535
shares
|
$2.16 Million
1.31% of portfolio
|
Q2 2025
Added 56.06%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
4,532
shares
|
$2.16 Million
0.01% of portfolio
|
N/A
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
4,528
shares
|
$2.16 Million
0.76% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,524
shares
|
$2.16 Million
0.45% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,519
shares
|
$2.16 Million
1.52% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,516
shares
|
$2.15 Million
0.26% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
4,513
shares
|
$2.15 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
4,512
shares
|
$2.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,501
shares
|
$2.15 Million
0.13% of portfolio
|
Q1 2023
Added 32.85%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
4,500
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,499
shares
|
$2.15 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
4,483
shares
|
$2.14 Million
0.18% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
4,482
shares
|
$2.14 Million
1.84% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
4,480
shares
|
$2.14 Million
0.97% of portfolio
|
Q1 2025
Added 90.96%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,477
shares
|
$2.14 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,466
shares
|
$2.13 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
4,466
shares
|
$2.13 Million
0.36% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,462
shares
|
$2.13 Million
0.38% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
4,462
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2023
Added 6.29%
|