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 |
|---|---|---|---|---|---|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
33,754
shares
|
$16.1 Million
4.26% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
33,728
shares
|
$16.1 Million
0.38% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
33,652
shares
|
$16.1 Million
2.36% of portfolio
|
Q1 2024
New holding
|
|
|
Metropolis Capital LTD
|
Jul 21, 2025 Q2 2025 |
33,559
shares
|
$16 Million
0.52% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
33,510
shares
|
$16 Million
6.57% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
33,358
shares
|
$15.9 Million
2.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
33,261
shares
|
$15.9 Million
4.21% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Eos Management, L.P.
|
Jul 29, 2025 Q2 2025 |
33,250
shares
|
$15.9 Million
7.18% of portfolio
|
N/A
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
33,225
shares
|
$15.9 Million
1.96% of portfolio
|
Q2 2025
Added 583.78%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,133
shares
|
$15.8 Million
0.85% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
33,042
shares
|
$15.8 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
33,036
shares
|
$15.8 Million
0.53% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
32,992
shares
|
$15.7 Million
0.39% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
32,969
shares
|
$15.7 Million
4.05% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
32,959
shares
|
$15.7 Million
0.49% of portfolio
|
Q2 2025
Added 56.66%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
32,947
shares
|
$15.7 Million
0.7% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
32,884
shares
|
$15.7 Million
11.51% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
32,815
shares
|
$15.7 Million
1.49% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
32,800
shares
|
$15.6 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
32,797
shares
|
$15.6 Million
5.09% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
32,740
shares
|
$15.6 Million
0.82% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
32,624
shares
|
$15.6 Million
0.62% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
32,607
shares
|
$15.6 Million
6.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
32,476
shares
|
$15.5 Million
1.58% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
32,454
shares
|
$15.5 Million
1.12% of portfolio
|
Q2 2025
Added 23.78%
|