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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
52,603
shares
|
$25.1 Million
2.25% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
52,602
shares
|
$25.1 Million
7.68% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
52,331
shares
|
$25 Million
7.46% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
52,112
shares
|
$24.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
52,029
shares
|
$24.8 Million
0.62% of portfolio
|
Q1 2024
Added 2.21%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
51,507
shares
|
$24.6 Million
17.24% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
51,461
shares
|
$24.6 Million
1.48% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
51,455
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Georgetown University
Washington, DC |
Aug 12, 2025 Q2 2025 |
51,454
shares
|
$24.6 Million
10.24% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
51,447
shares
|
$24.5 Million
1.22% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
51,391
shares
|
$24.5 Million
17.85% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
51,203
shares
|
$24.4 Million
1.34% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
51,126
shares
|
$24.4 Million
6.84% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,944
shares
|
$24.3 Million
0.21% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
50,845
shares
|
$24.3 Million
1.88% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,834
shares
|
$24.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
50,655
shares
|
$24.2 Million
4.12% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
50,474
shares
|
$24.1 Million
0.41% of portfolio
|
Q2 2025
Added 63.26%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
50,429
shares
|
$24.1 Million
14.88% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
50,262
shares
|
$24 Million
10.0% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
50,155
shares
|
$23.9 Million
0.94% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
50,078
shares
|
$23.9 Million
6.38% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
50,038
shares
|
$23.9 Million
2.81% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
50,006
shares
|
$23.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
49,891
shares
|
$23.8 Million
0.63% of portfolio
|
Q2 2025
Added 42.48%
|