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 |
|---|---|---|---|---|---|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
40,699
shares
|
$19.4 Million
4.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40,680
shares
|
$19.4 Million
0.57% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
40,641
shares
|
$19.4 Million
1.69% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
40,628
shares
|
$19.4 Million
0.63% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
40,465
shares
|
$19.3 Million
0.99% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,430
shares
|
$19.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 70.63%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
40,337
shares
|
$19.2 Million
1.66% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
40,324
shares
|
$19.2 Million
0.65% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
40,180
shares
|
$19.2 Million
4.52% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
40,071
shares
|
$19.1 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
40,000
shares
|
$19.1 Million
6.72% of portfolio
|
Q1 2023
Reduced 57.89%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
39,766
shares
|
$19 Million
1.81% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
39,549
shares
|
$18.9 Million
2.45% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
39,326
shares
|
$18.8 Million
5.85% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
39,125
shares
|
$18.7 Million
1.57% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
39,096
shares
|
$18.7 Million
1.68% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
39,095
shares
|
$18.7 Million
3.44% of portfolio
|
Q2 2025
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
39,022
shares
|
$18.6 Million
15.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
38,880
shares
|
$18.6 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
38,756
shares
|
$18.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 83.96%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
38,685
shares
|
$18.5 Million
0.98% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
38,684
shares
|
$18.5 Million
0.21% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
38,449
shares
|
$18.3 Million
3.09% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
38,375
shares
|
$18.3 Million
8.76% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Muhlenkamp & CO Inc
|
Jul 24, 2025 Q2 2025 |
38,351
shares
|
$18.3 Million
6.16% of portfolio
|
Q2 2025
Added 0.56%
|