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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
3,253
shares
|
$1.55 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
3,252
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
3,251
shares
|
$1.55 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$1.55 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
3,248
shares
|
$1.55 Million
0.41% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
3,237
shares
|
$1.54 Million
1.12% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
3,235
shares
|
$1.54 Million
0.52% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,233
shares
|
$1.54 Million
0.47% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,232
shares
|
$1.54 Million
1.3% of portfolio
|
Q2 2025
Added 56.29%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,227
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
3,221
shares
|
$1.54 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
3,218
shares
|
$1.54 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
3,216
shares
|
$1.53 Million
0.4% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,216
shares
|
$1.53 Million
0.25% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
3,212
shares
|
$1.53 Million
0.34% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,207
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
3,199
shares
|
$1.53 Million
0.29% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,198
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,193
shares
|
$1.52 Million
1.05% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
3,190
shares
|
$1.52 Million
0.52% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,188
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
3,188
shares
|
$1.52 Million
0.86% of portfolio
|
Q2 2025
Added 171.55%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
3,183
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
3,183
shares
|
$1.52 Million
1.27% of portfolio
|
Q2 2025
Added 1.14%
|