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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
87,436
shares
|
$41.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
87,392
shares
|
$41.7 Million
0.88% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
86,838
shares
|
$41.4 Million
3.19% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
85,931
shares
|
$41 Million
0.37% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
85,869
shares
|
$41 Million
0.45% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
85,657
shares
|
$40.9 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
85,643
shares
|
$40.9 Million
3.24% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
85,609
shares
|
$40.8 Million
0.64% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
85,563
shares
|
$40.8 Million
1.2% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
85,141
shares
|
$40.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
85,037
shares
|
$40.6 Million
0.39% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Woodbridge CO LTD
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
85,000
shares
|
$40.6 Million
7.57% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
84,936
shares
|
$40.5 Million
6.06% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
84,321
shares
|
$40.2 Million
5.96% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
83,337
shares
|
$39.8 Million
1.14% of portfolio
|
Q2 2025
Added 35.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
83,335
shares
|
$39.8 Million
0.78% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
83,205
shares
|
$39.7 Million
4.08% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
83,027
shares
|
$39.6 Million
0.84% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
82,533
shares
|
$39.4 Million
1.17% of portfolio
|
Q3 2023
Added 9.32%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
82,311
shares
|
$39.3 Million
0.37% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
82,227
shares
|
$39.2 Million
1.32% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
82,049
shares
|
$39.1 Million
5.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
82,032
shares
|
$39.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Aug 06, 2025 Q2 2025 |
81,776
shares
|
$39 Million
0.45% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
81,680
shares
|
$39 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.62%
|