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 5,040 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 |
|---|---|---|---|---|---|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
17,525
shares
|
$8.36 Million
3.59% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,525
shares
|
$8.36 Million
3.41% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
17,514
shares
|
$8.36 Million
0.41% of portfolio
|
Q2 2025
Added 70.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
17,445
shares
|
$8.32 Million
0.36% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,425
shares
|
$8.31 Million
0.52% of portfolio
|
Q4 2023
Reduced 10.85%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
17,420
shares
|
$8.31 Million
2.34% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
17,418
shares
|
$8.31 Million
0.05% of portfolio
|
Q2 2025
Added 63.86%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,407
shares
|
$8.31 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
17,405
shares
|
$8.3 Million
0.84% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
17,377
shares
|
$8.29 Million
3.6% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
17,348
shares
|
$8.28 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
17,335
shares
|
$8.27 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
17,310
shares
|
$8.26 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
17,309
shares
|
$8.26 Million
0.8% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
17,304
shares
|
$8.26 Million
0.57% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
17,199
shares
|
$8.21 Million
0.6% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,113
shares
|
$8.17 Million
2.33% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
17,108
shares
|
$8.16 Million
2.28% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
17,022
shares
|
$8.12 Million
3.66% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Phraction Management LLC
Stamford, CT |
Jul 21, 2025 Q2 2025 |
17,003
shares
|
$8.11 Million
3.0% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,000
shares
|
$8.11 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
16,989
shares
|
$8.11 Million
0.15% of portfolio
|
Q2 2025
Added 19.43%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
16,947
shares
|
$8.09 Million
1.58% of portfolio
|
Q2 2025
Added 99.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
16,903
shares
|
$8.06 Million
0.2% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Benson Investment Management Company, Inc.
|
Jul 24, 2025 Q2 2025 |
16,902
shares
|
$8.06 Million
3.12% of portfolio
|
Q2 2025
Reduced 3.87%
|