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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
26,105
shares
|
$12.5 Million
0.13% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
26,062
shares
|
$12.5 Million
1.6% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
26,035
shares
|
$12.4 Million
2.09% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
25,989
shares
|
$12.4 Million
1.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
May 14, 2025 Q1 2025 |
25,973
shares
|
$12.4 Million
8.46% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25,918
shares
|
$12.4 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
25,888
shares
|
$12.4 Million
2.61% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
25,887
shares
|
$12.4 Million
0.55% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
25,824
shares
|
$12.3 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
25,700
shares
|
$12.3 Million
7.03% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Canerector Inc
Toronto, A6 |
Jul 16, 2025 Q2 2025 |
25,690
shares
|
$12.3 Million
7.08% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
25,686
shares
|
$12.3 Million
0.3% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
25,631
shares
|
$12.3 Million
1.66% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
25,597
shares
|
$12.2 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
25,597
shares
|
$12.2 Million
1.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
25,596
shares
|
$12.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
25,594
shares
|
$12.2 Million
0.69% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
25,496
shares
|
$12.2 Million
1.16% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Jul 14, 2025 Q2 2025 |
25,468
shares
|
$12.2 Million
9.7% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
25,421
shares
|
$12.2 Million
2.76% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
25,402
shares
|
$12.1 Million
4.56% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
25,402
shares
|
$12.1 Million
0.45% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
25,383
shares
|
$12.1 Million
0.51% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Jcp Investment Management, LLC
|
May 08, 2025 Q1 2025 |
25,378
shares
|
$12.1 Million
8.8% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,353
shares
|
$12.1 Million
0.42% of portfolio
|
Q1 2025
Added 0.49%
|