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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
3,107
shares
|
$1.48 Million
0.44% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
3,107
shares
|
$1.48 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
3,104
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,102
shares
|
$1.48 Million
0.47% of portfolio
|
N/A
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
3,102
shares
|
$1.48 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
3,100
shares
|
$1.48 Million
1.2% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,097
shares
|
$1.48 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,097
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
3,094
shares
|
$1.48 Million
0.19% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,091
shares
|
$1.47 Million
0.53% of portfolio
|
Q3 2023
Added 3.79%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,090
shares
|
$1.47 Million
0.53% of portfolio
|
Q4 2023
Reduced 62.38%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
3,090
shares
|
$1.47 Million
1.29% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,084
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,084
shares
|
$1.47 Million
0.24% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
3,080
shares
|
$1.47 Million
1.18% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
3,077
shares
|
$1.47 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,075
shares
|
$1.47 Million
0.57% of portfolio
|
Q2 2025
Reduced 29.91%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
3,074
shares
|
$1.47 Million
0.54% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,074
shares
|
$1.47 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
3,073
shares
|
$1.47 Million
0.48% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,073
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,072
shares
|
$1.47 Million
1.34% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,071
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
3,069
shares
|
$1.46 Million
0.63% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,066
shares
|
$1.46 Million
0.23% of portfolio
|
Q2 2025
Added 3.37%
|