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 |
|---|---|---|---|---|---|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
4,135
shares
|
$1.97 Million
0.2% of portfolio
|
Q2 2025
Reduced 32.15%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,134
shares
|
$1.97 Million
0.17% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,132
shares
|
$1.97 Million
0.66% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,127
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
4,122
shares
|
$1.97 Million
1.16% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
4,122
shares
|
$1.97 Million
57.26% of portfolio
|
Q2 2025
Reduced 72.07%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
4,120
shares
|
$1.97 Million
0.43% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
4,114
shares
|
$1.96 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
4,113
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
4,112
shares
|
$1.96 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
4,110
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Reduced 24.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,107
shares
|
$1.96 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,096
shares
|
$1.95 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,095
shares
|
$1.95 Million
0.46% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4,093
shares
|
$1.95 Million
0.43% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
4,089
shares
|
$1.95 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
4,088
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,085
shares
|
$1.95 Million
0.21% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,085
shares
|
$1.95 Million
0.32% of portfolio
|
Q2 2025
Added 32.54%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
4,079
shares
|
$1.95 Million
0.54% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,075
shares
|
$1.94 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,072
shares
|
$1.94 Million
0.86% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
4,067
shares
|
$1.94 Million
0.94% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
4,064
shares
|
$1.94 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
4,064
shares
|
$1.94 Million
0.5% of portfolio
|
Q2 2025
Added 122.32%
|