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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
105,880
shares
|
$51.4 Million
3.84% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
105,865
shares
|
$51.3 Million
6.26% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
105,747
shares
|
$51.3 Million
1.11% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
105,709
shares
|
$51.3 Million
3.12% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
105,220
shares
|
$51 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
104,638
shares
|
$50.7 Million
0.6% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
102,232
shares
|
$49.6 Million
15.56% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
102,038
shares
|
$49.5 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
101,968
shares
|
$49.5 Million
0.73% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
101,921
shares
|
$49.4 Million
1.4% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
100,688
shares
|
$48.8 Million
2.97% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
100,395
shares
|
$48.7 Million
3.1% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
May 15, 2025 Q1 2025 |
100,177
shares
|
$48.6 Million
6.28% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
100,055
shares
|
$48.5 Million
6.17% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100,030
shares
|
$48.5 Million
1.44% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
100,019
shares
|
$48.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
99,457
shares
|
$48.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
99,252
shares
|
$48.1 Million
1.68% of portfolio
|
Q1 2025
Added 86.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
99,146
shares
|
$48.1 Million
2.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
98,985
shares
|
$48 Million
0.17% of portfolio
|
Q1 2025
Added 410.5%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
98,781
shares
|
$47.9 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
98,600
shares
|
$47.8 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
98,446
shares
|
$47.7 Million
9.9% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
97,874
shares
|
$47.5 Million
5.74% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
97,409
shares
|
$47.2 Million
6.68% of portfolio
|
Q2 2025
Reduced 0.03%
|