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 $436 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
May 13, 2025 Q1 2025 |
48,499
shares
|
$23.5 Million
2.67% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,405
shares
|
$23.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Suncoast Equity Management
|
Apr 22, 2025 Q1 2025 |
48,360
shares
|
$23.5 Million
3.0% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
48,154
shares
|
$23.4 Million
4.49% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
48,090
shares
|
$23.3 Million
1.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
47,954
shares
|
$23.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Qvt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
47,946
shares
|
$23.3 Million
2.69% of portfolio
|
N/A
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
47,889
shares
|
$23.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
47,716
shares
|
$23.1 Million
1.72% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
47,285
shares
|
$22.9 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
47,243
shares
|
$22.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 59.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
47,242
shares
|
$22.9 Million
0.94% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
47,231
shares
|
$22.9 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
47,174
shares
|
$22.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
47,141
shares
|
$22.9 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Account Management LLC
|
Apr 29, 2025 Q1 2025 |
47,020
shares
|
$22.8 Million
27.57% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
46,882
shares
|
$22.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
46,842
shares
|
$22.7 Million
9.93% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
46,539
shares
|
$22.6 Million
1.35% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
46,473
shares
|
$22.5 Million
8.75% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
46,414
shares
|
$22.5 Million
0.34% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
46,101
shares
|
$22.4 Million
10.89% of portfolio
|
Q1 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
46,000
shares
|
$22.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
45,961
shares
|
$22.3 Million
3.74% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
45,683
shares
|
$22.2 Million
0.92% of portfolio
|
Q1 2025
Added 104.62%
|