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 5,039 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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
47,455
shares
|
$22.6 Million
0.8% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
47,285
shares
|
$22.6 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
47,141
shares
|
$22.5 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
47,031
shares
|
$22.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
46,908
shares
|
$22.4 Million
4.86% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
46,842
shares
|
$22.3 Million
9.93% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Account Management LLC
|
Jul 23, 2025 Q2 2025 |
46,784
shares
|
$22.3 Million
24.95% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
46,477
shares
|
$22.2 Million
0.22% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
46,414
shares
|
$22.1 Million
0.34% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
46,347
shares
|
$22.1 Million
7.81% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
46,232
shares
|
$22.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,106
shares
|
$22 Million
2.45% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
45,982
shares
|
$21.9 Million
9.69% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
45,961
shares
|
$21.9 Million
3.74% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
45,832
shares
|
$21.9 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
45,766
shares
|
$21.8 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
45,701
shares
|
$21.8 Million
2.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
45,694
shares
|
$21.8 Million
0.82% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
45,641
shares
|
$21.8 Million
0.63% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
45,597
shares
|
$21.8 Million
0.22% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
45,555
shares
|
$21.7 Million
5.62% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
45,397
shares
|
$21.7 Million
1.65% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
45,271
shares
|
$21.6 Million
5.18% of portfolio
|
Q2 2025
Added 32.44%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
45,120
shares
|
$21.5 Million
1.92% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
44,979
shares
|
$21.5 Million
2.42% of portfolio
|
Q2 2025
Added 0.19%
|