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 |
|---|---|---|---|---|---|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
36,638
shares
|
$17.5 Million
4.45% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
36,476
shares
|
$17.4 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
36,279
shares
|
$17.3 Million
7.12% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
36,158
shares
|
$17.3 Million
0.67% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
36,130
shares
|
$17.3 Million
5.34% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
36,087
shares
|
$17.3 Million
2.05% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
35,943
shares
|
$17.2 Million
2.56% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
35,726
shares
|
$17.1 Million
1.1% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35,689
shares
|
$17.1 Million
0.9% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
35,644
shares
|
$17 Million
2.41% of portfolio
|
Q2 2025
Added 164.21%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
35,593
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
35,543
shares
|
$17 Million
1.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
35,526
shares
|
$17 Million
1.17% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
35,150
shares
|
$16.8 Million
0.22% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,093
shares
|
$16.8 Million
0.4% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
35,065
shares
|
$16.8 Million
1.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,015
shares
|
$16.7 Million
0.47% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
34,941
shares
|
$16.7 Million
1.98% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
34,868
shares
|
$16.7 Million
1.19% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,834
shares
|
$16.7 Million
0.74% of portfolio
|
Q4 2024
Added 28.09%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
34,673
shares
|
$16.6 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
34,646
shares
|
$16.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,610
shares
|
$16.5 Million
1.92% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
34,545
shares
|
$16.5 Million
1.28% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
34,462
shares
|
$16.5 Million
1.06% of portfolio
|
Q2 2025
Added 7.55%
|