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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
30,755
shares
|
$14.7 Million
1.16% of portfolio
|
Q2 2025
Added 160.15%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
30,746
shares
|
$14.7 Million
1.02% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
30,692
shares
|
$14.6 Million
2.51% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
30,677
shares
|
$14.6 Million
3.05% of portfolio
|
Q1 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
30,655
shares
|
$14.6 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
30,620
shares
|
$14.6 Million
0.69% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
30,386
shares
|
$14.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
30,307
shares
|
$14.5 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
30,305
shares
|
$14.5 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
30,203
shares
|
$14.4 Million
5.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
30,195
shares
|
$14.4 Million
3.63% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
30,100
shares
|
$14.4 Million
4.86% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
30,086
shares
|
$14.4 Million
7.76% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
30,079
shares
|
$14.4 Million
7.79% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
30,023
shares
|
$14.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
29,967
shares
|
$14.3 Million
9.61% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Lfl Advisers, LLC
Evanston, IL |
Aug 13, 2025 Q2 2025 |
29,945
shares
|
$14.3 Million
6.98% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
29,849
shares
|
$14.2 Million
5.57% of portfolio
|
Q2 2025
Reduced 95.97%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
29,773
shares
|
$14.2 Million
0.28% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
29,761
shares
|
$14.2 Million
0.47% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
29,727
shares
|
$14.2 Million
0.51% of portfolio
|
Q2 2025
Added 50.08%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,632
shares
|
$14.1 Million
2.39% of portfolio
|
Q4 2022
Reduced 24.86%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,521
shares
|
$14.1 Million
2.29% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
29,375
shares
|
$14 Million
3.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,330
shares
|
$14 Million
0.15% of portfolio
|
Q1 2024
Added 0.45%
|