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 |
|---|---|---|---|---|---|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
12,985
shares
|
$6.2 Million
1.8% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
12,978
shares
|
$6.19 Million
1.12% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
12,970
shares
|
$6.19 Million
0.68% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
12,959
shares
|
$6.18 Million
3.24% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
12,956
shares
|
$6.18 Million
1.19% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
12,953
shares
|
$6.18 Million
5.56% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,944
shares
|
$6.18 Million
2.3% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
12,938
shares
|
$6.17 Million
1.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,922
shares
|
$6.17 Million
2.34% of portfolio
|
Q1 2023
Reduced 10.82%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
12,920
shares
|
$6.16 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
12,900
shares
|
$6.15 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,895
shares
|
$6.15 Million
0.35% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,875
shares
|
$6.14 Million
1.87% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,817
shares
|
$6.12 Million
0.41% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
12,815
shares
|
$6.11 Million
0.6% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
12,815
shares
|
$6.11 Million
0.85% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
12,812
shares
|
$6.11 Million
1.11% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
12,801
shares
|
$6.11 Million
1.29% of portfolio
|
Q2 2025
Added 227.64%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
12,800
shares
|
$6.11 Million
0.08% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,782
shares
|
$6.1 Million
0.55% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
12,779
shares
|
$6.1 Million
0.96% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,755
shares
|
$6.09 Million
3.42% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
12,740
shares
|
$6.08 Million
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
12,733
shares
|
$6.08 Million
3.54% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
12,732
shares
|
$6.07 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.84%
|