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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
16,590
shares
|
$7.92 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
16,590
shares
|
$7.92 Million
3.42% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
16,537
shares
|
$7.89 Million
2.83% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
16,529
shares
|
$7.89 Million
0.14% of portfolio
|
Q2 2025
Added 60.73%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
16,430
shares
|
$7.84 Million
1.92% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Udine Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
16,411
shares
|
$7.83 Million
4.73% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,348
shares
|
$7.8 Million
1.6% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
16,337
shares
|
$7.79 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
16,323
shares
|
$7.79 Million
1.86% of portfolio
|
N/A
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
16,297
shares
|
$7.78 Million
3.32% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
16,284
shares
|
$7.77 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,269
shares
|
$7.76 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,259
shares
|
$7.76 Million
0.56% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
16,227
shares
|
$7.74 Million
1.37% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
16,216
shares
|
$7.74 Million
1.5% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
16,210
shares
|
$7.73 Million
1.65% of portfolio
|
Q2 2025
Added 37.44%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Jul 28, 2025 Q2 2025 |
16,190
shares
|
$7.72 Million
6.34% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,126
shares
|
$7.69 Million
0.62% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
16,113
shares
|
$7.69 Million
4.55% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
16,082
shares
|
$7.67 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
16,077
shares
|
$7.67 Million
1.57% of portfolio
|
Q1 2025
Reduced 53.67%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
16,017
shares
|
$7.64 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,996
shares
|
$7.63 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
15,992
shares
|
$7.63 Million
1.33% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
15,986
shares
|
$7.63 Million
10.41% of portfolio
|
Q2 2025
Added 15124.76%
|