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 4,974 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 $436 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
189,493
shares
|
$91.9 Million
1.26% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
May 14, 2025 Q1 2025 |
189,065
shares
|
$91.7 Million
1.8% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
188,151
shares
|
$91.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
187,570
shares
|
$91 Million
4.47% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
185,897
shares
|
$90.2 Million
3.57% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
185,746
shares
|
$90.1 Million
1.45% of portfolio
|
Q1 2025
Added 58.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
185,291
shares
|
$89.9 Million
1.49% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
184,403
shares
|
$89.4 Million
0.8% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
183,089
shares
|
$88.8 Million
4.44% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
182,485
shares
|
$88.5 Million
5.94% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
181,358
shares
|
$88 Million
3.18% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
180,791
shares
|
$87.7 Million
51.64% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
180,008
shares
|
$87.3 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 12, 2025 Q1 2025 |
180,000
shares
|
$87.3 Million
4.01% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
179,151
shares
|
$86.9 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
178,718
shares
|
$86.7 Million
2.36% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
178,656
shares
|
$86.6 Million
5.74% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
176,800
shares
|
$85.7 Million
11.79% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
176,520
shares
|
$85.6 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
176,178
shares
|
$85.4 Million
1.64% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
May 15, 2025 Q1 2025 |
176,098
shares
|
$85.4 Million
9.98% of portfolio
|
Q1 2025
Added 56.22%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
174,154
shares
|
$84.5 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
173,546
shares
|
$84.2 Million
2.74% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
173,312
shares
|
$84.1 Million
12.37% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
171,195
shares
|
$83 Million
4.68% of portfolio
|
Q2 2025
Reduced 0.76%
|