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 5,039 institutions that hold shares in the stock, with a total of 924 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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
100,688
shares
|
$48 Million
2.97% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
100,324
shares
|
$47.9 Million
5.54% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
100,055
shares
|
$47.7 Million
6.17% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
100,043
shares
|
$47.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100,030
shares
|
$47.7 Million
1.44% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
100,012
shares
|
$47.7 Million
0.53% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
100,007
shares
|
$47.7 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
99,300
shares
|
$47.4 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
97,984
shares
|
$46.8 Million
0.3% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
97,879
shares
|
$46.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
97,704
shares
|
$46.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
97,409
shares
|
$46.5 Million
6.68% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
97,400
shares
|
$46.5 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
96,940
shares
|
$46.3 Million
2.22% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
96,800
shares
|
$46.2 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Foundation Resource Management Inc
|
Jul 14, 2025 Q2 2025 |
96,577
shares
|
$46.1 Million
7.39% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
96,261
shares
|
$45.9 Million
18.35% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
96,022
shares
|
$45.8 Million
14.37% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
96,005
shares
|
$45.8 Million
33.7% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
95,873
shares
|
$45.7 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
95,842
shares
|
$45.7 Million
9.3% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
95,519
shares
|
$45.6 Million
6.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
95,443
shares
|
$45.5 Million
1.74% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
95,287
shares
|
$45.5 Million
1.68% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
94,625
shares
|
$45.1 Million
1.02% of portfolio
|
Q2 2025
Added 3.39%
|