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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
45,639
shares
|
$22.1 Million
2.72% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
45,402
shares
|
$22 Million
0.73% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
45,397
shares
|
$22 Million
1.65% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
45,175
shares
|
$21.9 Million
5.68% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
45,141
shares
|
$21.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
45,120
shares
|
$21.9 Million
1.92% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
44,972
shares
|
$21.8 Million
3.05% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
44,892
shares
|
$21.8 Million
2.89% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
44,714
shares
|
$21.7 Million
3.94% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Absher Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
44,710
shares
|
$21.7 Million
3.22% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
44,666
shares
|
$21.7 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
44,601
shares
|
$21.6 Million
5.2% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
44,546
shares
|
$21.6 Million
0.99% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
44,446
shares
|
$21.6 Million
23.19% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,274
shares
|
$21.5 Million
3.63% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
44,236
shares
|
$21.5 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
43,396
shares
|
$21 Million
0.44% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
43,309
shares
|
$21 Million
13.25% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
43,260
shares
|
$21 Million
7.25% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
43,121
shares
|
$20.9 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
42,980
shares
|
$20.8 Million
5.81% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
42,964
shares
|
$20.8 Million
0.75% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
42,919
shares
|
$20.8 Million
0.69% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
May 13, 2025 Q1 2025 |
42,862
shares
|
$20.8 Million
21.59% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
42,860
shares
|
$20.8 Million
0.9% of portfolio
|
Q1 2025
Added 49.61%
|