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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
56,330
shares
|
$27.3 Million
0.66% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
56,224
shares
|
$27.3 Million
0.01% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
56,111
shares
|
$27.2 Million
0.68% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
56,069
shares
|
$27.2 Million
18.26% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
55,856
shares
|
$27.1 Million
1.18% of portfolio
|
Q1 2025
Added 200.48%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
55,790
shares
|
$27.1 Million
1.75% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
55,571
shares
|
$27 Million
3.66% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
55,477
shares
|
$26.9 Million
1.84% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
55,302
shares
|
$26.8 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
55,302
shares
|
$26.8 Million
0.84% of portfolio
|
Q1 2025
Reduced 49.4%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
55,272
shares
|
$26.8 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
54,870
shares
|
$26.6 Million
1.51% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
54,760
shares
|
$26.6 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
54,509
shares
|
$26.4 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
54,413
shares
|
$26.4 Million
9.06% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
54,369
shares
|
$26.4 Million
1.46% of portfolio
|
Q3 2023
Added 19.46%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
54,305
shares
|
$26.3 Million
2.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
54,012
shares
|
$26.2 Million
0.33% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
May 14, 2025 Q1 2025 |
53,800
shares
|
$26.1 Million
18.78% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,751
shares
|
$26.1 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
53,555
shares
|
$26 Million
0.48% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
53,531
shares
|
$26 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
53,512
shares
|
$26 Million
13.55% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,472
shares
|
$25.9 Million
4.17% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
53,411
shares
|
$25.9 Million
0.7% of portfolio
|
Q4 2024
Reduced 7.12%
|