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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
5,861
shares
|
$2.8 Million
0.25% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,850
shares
|
$2.79 Million
0.5% of portfolio
|
Q2 2025
Added 103.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,842
shares
|
$2.79 Million
0.35% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
5,840
shares
|
$2.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,836
shares
|
$2.78 Million
0.5% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
5,832
shares
|
$2.78 Million
0.33% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
5,829
shares
|
$2.78 Million
0.62% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,827
shares
|
$2.78 Million
2.52% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,821
shares
|
$2.78 Million
0.61% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
5,821
shares
|
$2.78 Million
3.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
5,815
shares
|
$2.77 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
5,809
shares
|
$2.77 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,799
shares
|
$2.77 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,799
shares
|
$2.77 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
5,797
shares
|
$2.77 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,785
shares
|
$2.76 Million
0.62% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
5,784
shares
|
$2.76 Million
0.77% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
5,775
shares
|
$2.76 Million
0.39% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,766
shares
|
$2.75 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
5,760
shares
|
$2.75 Million
1.52% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,753
shares
|
$2.74 Million
0.21% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,744
shares
|
$2.74 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
5,742
shares
|
$2.74 Million
0.33% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,741
shares
|
$2.74 Million
0.73% of portfolio
|
Q4 2022
Added 5.53%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,741
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
New holding
|