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 |
|---|---|---|---|---|---|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,046
shares
|
$4.32 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,045
shares
|
$4.32 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,043
shares
|
$4.31 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
9,040
shares
|
$4.31 Million
1.87% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
9,018
shares
|
$4.3 Million
3.5% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
9,017
shares
|
$4.3 Million
3.37% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
9,014
shares
|
$4.3 Million
1.87% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
9,002
shares
|
$4.3 Million
0.29% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
9,001
shares
|
$4.29 Million
0.92% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Ruffer LLP
|
Jul 16, 2025 Q2 2025 |
9,000
shares
|
$4.29 Million
0.23% of portfolio
|
Q2 2025
Reduced 53.8%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
9,000
shares
|
$4.29 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
8,981
shares
|
$4.29 Million
1.37% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
8,975
shares
|
$4.28 Million
0.48% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,975
shares
|
$4.28 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
8,971
shares
|
$4.28 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
8,965
shares
|
$4.28 Million
0.63% of portfolio
|
Q2 2025
Reduced 18.4%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
8,920
shares
|
$4.26 Million
2.26% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,897
shares
|
$4.25 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
8,860
shares
|
$4.23 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
8,821
shares
|
$4.21 Million
1.53% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
8,820
shares
|
$4.21 Million
0.54% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,800
shares
|
$4.2 Million
3.19% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
8,799
shares
|
$4.2 Million
1.29% of portfolio
|
Q2 2025
Added 34.07%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,779
shares
|
$4.19 Million
0.43% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,766
shares
|
$4.18 Million
0.3% of portfolio
|
Q2 2023
Reduced 5.08%
|