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 4,962 institutions that hold shares in the stock, with a total of 900 Million shares, which have been reported (via 13F filing form) to have a value of $437 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
266,343
shares
|
$129 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
262,438
shares
|
$127 Million
1.45% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
259,847
shares
|
$126 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.1%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
258,939
shares
|
$126 Million
2.72% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
255,757
shares
|
$124 Million
1.12% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
254,518
shares
|
$123 Million
0.88% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
254,500
shares
|
$123 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
253,688
shares
|
$123 Million
0.74% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
253,536
shares
|
$123 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
251,000
shares
|
$122 Million
5.58% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
250,069
shares
|
$121 Million
1.18% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Apr 17, 2025 Q1 2025 |
247,747
shares
|
$120 Million
10.62% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
246,961
shares
|
$120 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
246,563
shares
|
$120 Million
2.77% of portfolio
|
Q1 2025
Reduced 54.2%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
245,479
shares
|
$119 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Amf Tjanstepension Ab
|
May 12, 2025 Q1 2025 |
245,216
shares
|
$119 Million
1.0% of portfolio
|
Q1 2025
Added 24.71%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
244,766
shares
|
$119 Million
1.55% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
244,753
shares
|
$119 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
244,226
shares
|
$118 Million
1.4% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
241,883
shares
|
$117 Million
15.72% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
241,649
shares
|
$117 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
240,429
shares
|
$117 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
240,289
shares
|
$117 Million
1.0% of portfolio
|
Q1 2025
Added 48.2%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
240,175
shares
|
$116 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.13%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
239,349
shares
|
$116 Million
20.6% of portfolio
|
Q1 2025
Added 0.54%
|