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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,209
shares
|
$576,850
0.11% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
1,208
shares
|
$576,373
0.24% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
1,208
shares
|
$576,373
0.21% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,206
shares
|
$575,418
0.17% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
1,205
shares
|
$574,941
0.29% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
1,204
shares
|
$574,464
0.15% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,202
shares
|
$573,510
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
1,201
shares
|
$573,033
0.29% of portfolio
|
Q2 2025
Reduced 84.78%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
1,201
shares
|
$573,033
0.29% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,200
shares
|
$572,556
0.02% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,199
shares
|
$572,078
0.57% of portfolio
|
Q2 2024
Reduced 22.6%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
1,199
shares
|
$572,078
0.57% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
1,199
shares
|
$572,078
0.88% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
1,198
shares
|
$571,601
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,197
shares
|
$571,124
0.07% of portfolio
|
Q4 2023
Added 15.05%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,195
shares
|
$570,170
0.32% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
1,195
shares
|
$570,170
0.52% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,192
shares
|
$568,738
0.33% of portfolio
|
Q2 2025
Added 135.11%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
1,192
shares
|
$568,738
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,191
shares
|
$568,261
0.22% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,190
shares
|
$567,784
0.27% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,190
shares
|
$567,784
0.6% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
1,188
shares
|
$566,830
0.4% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,186
shares
|
$565,876
0.18% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,181
shares
|
$563,490
0.31% of portfolio
|
Q2 2025
Added 26.85%
|