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 4,976 institutions that hold shares in the stock, with a total of 901 Million shares, which have been reported (via 13F filing form) to have a value of $431 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
53,279
shares
|
$25.5 Million
0.68% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
53,250
shares
|
$25.5 Million
2.08% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Progeny 3, Inc.
Seattle, WA |
May 15, 2025 Q1 2025 |
53,239
shares
|
$25.5 Million
2.2% of portfolio
|
Q4 2023
Added 117.84%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
53,219
shares
|
$25.4 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
53,218
shares
|
$25.4 Million
20.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
May 07, 2025 Q1 2025 |
53,176
shares
|
$25.4 Million
0.14% of portfolio
|
Q1 2025
Added 6990.13%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
53,025
shares
|
$25.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
52,984
shares
|
$25.3 Million
1.04% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
52,787
shares
|
$25.2 Million
6.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
52,718
shares
|
$25.2 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
52,382
shares
|
$25 Million
0.71% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
52,334
shares
|
$25 Million
1.74% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
52,112
shares
|
$24.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
52,029
shares
|
$24.9 Million
0.62% of portfolio
|
Q1 2024
Added 2.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
51,955
shares
|
$24.8 Million
0.93% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
51,663
shares
|
$24.7 Million
6.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
51,507
shares
|
$24.6 Million
20.83% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
51,472
shares
|
$24.6 Million
11.12% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Georgetown University
Washington, DC |
May 15, 2025 Q1 2025 |
51,454
shares
|
$24.6 Million
11.73% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Eagle Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
50,946
shares
|
$24.4 Million
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,944
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
50,845
shares
|
$24.3 Million
1.88% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
50,783
shares
|
$24.3 Million
1.66% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
50,760
shares
|
$24.3 Million
7.31% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
50,655
shares
|
$24.2 Million
4.12% of portfolio
|
Q2 2025
Added 1.24%
|