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 4,975 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 $430 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
58,906
shares
|
$28.2 Million
0.39% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
58,764
shares
|
$28.1 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
58,651
shares
|
$28 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
58,643
shares
|
$28 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
58,627
shares
|
$28 Million
4.21% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
58,533
shares
|
$28 Million
2.18% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
58,452
shares
|
$27.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
58,408
shares
|
$27.9 Million
3.09% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
58,373
shares
|
$27.9 Million
7.96% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
58,297
shares
|
$27.9 Million
0.5% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
58,110
shares
|
$27.8 Million
0.92% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
57,666
shares
|
$27.6 Million
7.64% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
57,579
shares
|
$27.5 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
57,422
shares
|
$27.5 Million
2.45% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
57,355
shares
|
$27.4 Million
0.98% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
57,338
shares
|
$27.4 Million
4.39% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
57,261
shares
|
$27.4 Million
6.85% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
57,196
shares
|
$27.3 Million
23.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
57,103
shares
|
$27.3 Million
3.9% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
57,017
shares
|
$27.3 Million
1.69% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
56,599
shares
|
$27.1 Million
2.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
56,347
shares
|
$26.9 Million
1.17% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
56,330
shares
|
$26.9 Million
0.66% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
56,224
shares
|
$26.9 Million
0.01% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
56,111
shares
|
$26.8 Million
0.68% of portfolio
|
Q2 2025
Added 0.69%
|