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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
35,568
shares
|
$17 Million
0.7% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
35,543
shares
|
$17 Million
0.93% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
35,542
shares
|
$17 Million
0.35% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
35,463
shares
|
$16.9 Million
0.23% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
35,150
shares
|
$16.8 Million
0.22% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
35,123
shares
|
$16.8 Million
3.49% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,093
shares
|
$16.7 Million
0.4% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
35,065
shares
|
$16.7 Million
1.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
34,941
shares
|
$16.7 Million
1.66% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
34,868
shares
|
$16.6 Million
1.19% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,834
shares
|
$16.6 Million
0.74% of portfolio
|
Q4 2024
Added 28.09%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
34,658
shares
|
$16.5 Million
0.69% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
34,646
shares
|
$16.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,610
shares
|
$16.5 Million
1.92% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
34,545
shares
|
$16.5 Million
1.28% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
34,497
shares
|
$16.5 Million
1.2% of portfolio
|
Q2 2025
Reduced 46.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
34,462
shares
|
$16.4 Million
1.06% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
34,402
shares
|
$16.4 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
34,332
shares
|
$16.4 Million
1.61% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
34,301
shares
|
$16.4 Million
0.22% of portfolio
|
Q2 2025
Added 2400.07%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
34,229
shares
|
$16.3 Million
0.73% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
34,083
shares
|
$16.3 Million
0.81% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
33,948
shares
|
$16.2 Million
2.96% of portfolio
|
Q2 2025
Added 143.63%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
33,892
shares
|
$16.2 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
33,821
shares
|
$16.1 Million
3.94% of portfolio
|
Q2 2025
Reduced 0.04%
|