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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
3,061
shares
|
$1.46 Million
0.34% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,059
shares
|
$1.46 Million
0.59% of portfolio
|
Q2 2025
Added 37.61%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
3,058
shares
|
$1.46 Million
2.14% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
3,057
shares
|
$1.46 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
3,056
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
3,053
shares
|
$1.46 Million
1.12% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,052
shares
|
$1.46 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,051
shares
|
$1.46 Million
0.72% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
3,051
shares
|
$1.46 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Farley Capital L.P.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,049
shares
|
$1.45 Million
1.22% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,047
shares
|
$1.45 Million
0.67% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
3,045
shares
|
$1.45 Million
0.85% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,042
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2024
Added 7.38%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,041
shares
|
$1.45 Million
0.77% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
3,041
shares
|
$1.45 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,038
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
3,038
shares
|
$1.45 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
3,037
shares
|
$1.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
3,035
shares
|
$1.45 Million
0.95% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,029
shares
|
$1.45 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
3,028
shares
|
$1.44 Million
0.32% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
3,027
shares
|
$1.44 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,027
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
3,018
shares
|
$1.44 Million
0.57% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
3,015
shares
|
$1.44 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.05%
|