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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
4,368
shares
|
$2.08 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
4,366
shares
|
$2.08 Million
0.54% of portfolio
|
Q2 2025
Added 71.96%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
4,361
shares
|
$2.08 Million
1.64% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
4,353
shares
|
$2.08 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
4,348
shares
|
$2.07 Million
0.55% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
4,346
shares
|
$2.07 Million
1.3% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,345
shares
|
$2.07 Million
0.39% of portfolio
|
Q2 2025
Added 45.41%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
4,344
shares
|
$2.07 Million
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
4,338
shares
|
$2.07 Million
1.87% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
4,334
shares
|
$2.07 Million
1.72% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
4,333
shares
|
$2.07 Million
1.36% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,332
shares
|
$2.07 Million
0.34% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,329
shares
|
$2.07 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,320
shares
|
$2.06 Million
0.4% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,319
shares
|
$2.06 Million
0.16% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
4,307
shares
|
$2.05 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
4,304
shares
|
$2.05 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
4,299
shares
|
$2.05 Million
1.33% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,294
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,292
shares
|
$2.05 Million
0.44% of portfolio
|
Q4 2023
Added 9.07%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
4,290
shares
|
$2.05 Million
0.95% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,288
shares
|
$2.05 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
4,285
shares
|
$2.04 Million
2.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,278
shares
|
$2.04 Million
0.72% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,273
shares
|
$2.04 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.29%
|