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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
8,766
shares
|
$4.18 Million
1.38% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
8,754
shares
|
$4.18 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
8,747
shares
|
$4.17 Million
7.1% of portfolio
|
Q1 2025
Added 50.73%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
8,746
shares
|
$4.17 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
8,738
shares
|
$4.17 Million
0.46% of portfolio
|
Q4 2022
Reduced 0.46%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
8,737
shares
|
$4.17 Million
0.52% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,726
shares
|
$4.16 Million
0.12% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
8,715
shares
|
$4.16 Million
0.13% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
8,699
shares
|
$4.15 Million
1.85% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
8,688
shares
|
$4.15 Million
0.42% of portfolio
|
Q2 2025
Added 190.18%
|
|
|
Xxec, Inc.
|
Aug 13, 2025 Q2 2025 |
8,680
shares
|
$4.14 Million
3.39% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
8,676
shares
|
$4.14 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
8,672
shares
|
$4.14 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
8,666
shares
|
$4.13 Million
0.42% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
8,649
shares
|
$4.13 Million
11.25% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
8,636
shares
|
$4.12 Million
1.11% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
8,628
shares
|
$4.12 Million
0.43% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
8,620
shares
|
$4.11 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
8,620
shares
|
$4.11 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
8,592
shares
|
$4.1 Million
2.91% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
8,578
shares
|
$4.09 Million
0.8% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,572
shares
|
$4.09 Million
1.41% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
8,566
shares
|
$4.09 Million
0.8% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,552
shares
|
$4.08 Million
1.58% of portfolio
|
Q1 2024
Added 17.33%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8,550
shares
|
$4.08 Million
0.25% of portfolio
|
Q2 2025
Added 31.99%
|