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 4,963 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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
139,227
shares
|
$67.5 Million
1.08% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
138,033
shares
|
$66.9 Million
3.48% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
137,658
shares
|
$66.8 Million
0.49% of portfolio
|
Q1 2025
Added 1204.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
137,503
shares
|
$66.7 Million
1.16% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
136,046
shares
|
$66 Million
2.11% of portfolio
|
Q1 2025
Added 37.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
136,006
shares
|
$66 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
135,916
shares
|
$65.9 Million
0.48% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
135,749
shares
|
$65.8 Million
0.93% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
135,371
shares
|
$65.7 Million
27.4% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
134,678
shares
|
$65.3 Million
0.2% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
133,547
shares
|
$64.8 Million
3.78% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
131,633
shares
|
$63.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
131,300
shares
|
$63.7 Million
0.62% of portfolio
|
Q4 2022
Added 2.66%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
130,906
shares
|
$63.5 Million
8.51% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
129,775
shares
|
$62.9 Million
0.23% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
129,323
shares
|
$62.7 Million
0.87% of portfolio
|
Q1 2025
Added 102.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
129,098
shares
|
$62.6 Million
0.75% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
128,646
shares
|
$62.4 Million
20.18% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
128,021
shares
|
$62.1 Million
16.32% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
125,902
shares
|
$61.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
125,555
shares
|
$60.9 Million
3.49% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
125,022
shares
|
$60.6 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
124,844
shares
|
$60.5 Million
1.91% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
124,775
shares
|
$60.5 Million
14.76% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
124,452
shares
|
$60.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.42%
|