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 |
|---|---|---|---|---|---|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
85,248
shares
|
$41.3 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
85,141
shares
|
$41.3 Million
0.83% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
85,037
shares
|
$41.2 Million
0.39% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
84,936
shares
|
$41.2 Million
6.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
84,269
shares
|
$40.9 Million
0.57% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
83,987
shares
|
$40.7 Million
3.74% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
83,570
shares
|
$40.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
83,029
shares
|
$40.3 Million
1.66% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
82,764
shares
|
$40.1 Million
0.49% of portfolio
|
Q1 2025
Reduced 28.46%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
82,533
shares
|
$40 Million
1.17% of portfolio
|
Q3 2023
Added 9.32%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
82,500
shares
|
$40 Million
1.92% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
82,370
shares
|
$39.9 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
81,788
shares
|
$39.7 Million
1.59% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
81,776
shares
|
$39.7 Million
1.8% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
81,575
shares
|
$39.6 Million
1.3% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
81,373
shares
|
$39.5 Million
0.18% of portfolio
|
Q1 2025
Added 62.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
80,936
shares
|
$39.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
80,865
shares
|
$39.2 Million
6.67% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
80,698
shares
|
$39.1 Million
0.82% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
80,483
shares
|
$39 Million
0.78% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
80,455
shares
|
$39 Million
7.6% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
80,343
shares
|
$39 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
80,161
shares
|
$38.9 Million
5.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
79,946
shares
|
$38.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
79,427
shares
|
$38.5 Million
0.43% of portfolio
|
Q1 2025
Added 1.1%
|