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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
24,235
shares
|
$11.6 Million
0.99% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,211
shares
|
$11.6 Million
0.82% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
24,151
shares
|
$11.5 Million
0.71% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
24,126
shares
|
$11.5 Million
4.41% of portfolio
|
Q2 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
24,125
shares
|
$11.5 Million
9.38% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
24,087
shares
|
$11.5 Million
1.47% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
24,006
shares
|
$11.5 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
23,999
shares
|
$11.5 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
23,992
shares
|
$11.4 Million
0.45% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
23,975
shares
|
$11.4 Million
9.43% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
23,966
shares
|
$11.4 Million
3.43% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
23,947
shares
|
$11.4 Million
1.37% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Carmel Capital Management L.L.C.
|
Aug 05, 2025 Q2 2025 |
23,885
shares
|
$11.4 Million
4.11% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
23,877
shares
|
$11.4 Million
1.69% of portfolio
|
Q1 2024
Added 251.55%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
23,861
shares
|
$11.4 Million
1.75% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
23,825
shares
|
$11.4 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
23,782
shares
|
$11.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
23,771
shares
|
$11.3 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
23,694
shares
|
$11.3 Million
0.86% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
23,630
shares
|
$11.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
23,627
shares
|
$11.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
23,612
shares
|
$11.3 Million
1.35% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
23,608
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Searcy Financial Services Inc
|
Jul 09, 2025 Q2 2025 |
23,551
shares
|
$11.2 Million
4.65% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
23,517
shares
|
$11.2 Million
4.02% of portfolio
|
Q2 2025
Reduced 6.25%
|