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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,307
shares
|
$6.35 Million
0.41% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
13,252
shares
|
$6.32 Million
1.36% of portfolio
|
Q2 2025
Added 116.61%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
13,250
shares
|
$6.32 Million
0.61% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
13,245
shares
|
$6.32 Million
4.3% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
13,238
shares
|
$6.32 Million
1.93% of portfolio
|
Q2 2025
Added 21.15%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
13,221
shares
|
$6.31 Million
1.32% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
13,218
shares
|
$6.31 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
13,168
shares
|
$6.28 Million
8.5% of portfolio
|
Q1 2023
Added 88.76%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
13,160
shares
|
$6.28 Million
1.56% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
13,159
shares
|
$6.28 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
13,158
shares
|
$6.28 Million
1.98% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
13,138
shares
|
$6.27 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
13,131
shares
|
$6.27 Million
3.56% of portfolio
|
Q2 2025
Added 209.47%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
13,124
shares
|
$6.26 Million
0.55% of portfolio
|
N/A
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
13,119
shares
|
$6.26 Million
5.23% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
13,116
shares
|
$6.26 Million
3.42% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
13,111
shares
|
$6.26 Million
2.49% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
13,091
shares
|
$6.25 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,090
shares
|
$6.25 Million
1.01% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
13,089
shares
|
$6.25 Million
2.45% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
13,083
shares
|
$6.24 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
13,037
shares
|
$6.22 Million
3.55% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
13,030
shares
|
$6.22 Million
0.6% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
13,017
shares
|
$6.21 Million
3.66% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
13,000
shares
|
$6.2 Million
0.37% of portfolio
|
Q2 2025
Reduced 31.04%
|