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 5,040 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 |
|---|---|---|---|---|---|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
22,422
shares
|
$10.7 Million
2.79% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,400
shares
|
$10.7 Million
5.74% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
22,286
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
22,269
shares
|
$10.6 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
22,228
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 69.43%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
22,216
shares
|
$10.6 Million
0.81% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
22,137
shares
|
$10.6 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
22,081
shares
|
$10.5 Million
0.77% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
22,069
shares
|
$10.5 Million
0.79% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
22,026
shares
|
$10.5 Million
1.21% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
22,023
shares
|
$10.5 Million
2.05% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
21,971
shares
|
$10.5 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
21,969
shares
|
$10.5 Million
4.04% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
21,959
shares
|
$10.5 Million
2.04% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
21,948
shares
|
$10.5 Million
0.82% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
21,941
shares
|
$10.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
21,915
shares
|
$10.5 Million
1.23% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
21,893
shares
|
$10.4 Million
2.95% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
21,843
shares
|
$10.4 Million
2.5% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
21,814
shares
|
$10.4 Million
0.52% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
21,808
shares
|
$10.4 Million
3.76% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
21,753
shares
|
$10.4 Million
1.92% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
21,743
shares
|
$10.4 Million
1.26% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Tiptree Advisors, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
21,660
shares
|
$10.3 Million
8.24% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
21,588
shares
|
$10.3 Million
2.34% of portfolio
|
Q2 2025
Added 0.96%
|