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 5,038 institutions that hold shares in the stock, with a total of 925 Million shares, which have been reported (via 13F filing form) to have a value of $441 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
196,512
shares
|
$93.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
196,293
shares
|
$93.7 Million
0.6% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
194,871
shares
|
$93 Million
4.11% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Pacifica Capital Investments, LLC
|
Aug 13, 2025 Q2 2025 |
193,965
shares
|
$92.5 Million
27.71% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
192,500
shares
|
$91.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
191,396
shares
|
$91.3 Million
0.86% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
189,447
shares
|
$90.4 Million
7.68% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
189,124
shares
|
$90.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 66.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
189,087
shares
|
$90.2 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
186,208
shares
|
$88.8 Million
0.27% of portfolio
|
Q2 2025
Added 43.49%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
186,148
shares
|
$88.8 Million
0.93% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
185,525
shares
|
$88.5 Million
2.93% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
185,088
shares
|
$88.3 Million
49.21% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
185,033
shares
|
$88.3 Million
39.24% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
184,461
shares
|
$88 Million
1.36% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
184,102
shares
|
$87.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
182,485
shares
|
$87.1 Million
5.94% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
181,511
shares
|
$86.6 Million
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
181,421
shares
|
$86.6 Million
3.69% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
181,078
shares
|
$86.4 Million
0.77% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
181,069
shares
|
$86.4 Million
0.72% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Aug 12, 2025 Q2 2025 |
180,000
shares
|
$85.9 Million
3.4% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
177,002
shares
|
$84.5 Million
5.15% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
177,000
shares
|
$84.5 Million
1.38% of portfolio
|
Q2 2025
Added 220.06%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
176,998
shares
|
$84.5 Million
3.05% of portfolio
|
Q2 2025
Reduced 2.4%
|