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 |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
97,141
shares
|
$47.1 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
97,112
shares
|
$47.1 Million
21.67% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
97,096
shares
|
$47.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
97,063
shares
|
$47.1 Million
1.75% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
96,940
shares
|
$47 Million
2.22% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
96,845
shares
|
$47 Million
0.45% of portfolio
|
Q1 2025
Added 22.9%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
96,577
shares
|
$46.8 Million
7.39% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
96,065
shares
|
$46.6 Million
19.89% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
96,005
shares
|
$46.6 Million
36.79% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
95,842
shares
|
$46.5 Million
9.3% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Locust Wood Capital Advisers, LLC
|
May 12, 2025 Q1 2025 |
95,798
shares
|
$46.5 Million
1.89% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
95,662
shares
|
$46.4 Million
7.35% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
94,972
shares
|
$46.1 Million
4.02% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
94,780
shares
|
$46 Million
0.52% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
94,545
shares
|
$45.9 Million
0.06% of portfolio
|
Q1 2025
Added 411.86%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
94,334
shares
|
$45.8 Million
0.38% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
93,797
shares
|
$45.5 Million
2.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
93,731
shares
|
$45.5 Million
4.27% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
93,696
shares
|
$45.4 Million
8.55% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
93,349
shares
|
$45.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
93,198
shares
|
$45.2 Million
3.39% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
92,949
shares
|
$45.1 Million
3.36% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
92,774
shares
|
$45 Million
1.22% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
91,839
shares
|
$44.5 Million
2.79% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
91,602
shares
|
$44.4 Million
1.56% of portfolio
|
Q2 2024
Added 6.21%
|