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 5,162 institutions that hold shares in the stock, with a total of 882 Million shares, which have been reported (via 13F filing form) to have a value of $449 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
55,538
shares
|
$28.3 Million
3.11% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
55,126
shares
|
$28.1 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
54,957
shares
|
$28 Million
1.18% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 10, 2025 Q3 2025 |
54,906
shares
|
$27.9 Million
22.04% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
54,729
shares
|
$27.9 Million
1.83% of portfolio
|
Q3 2025
Reduced 28.43%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
54,626
shares
|
$27.8 Million
0.59% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
54,369
shares
|
$27.7 Million
1.46% of portfolio
|
Q3 2023
Added 19.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
54,193
shares
|
$27.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 35.35%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
54,169
shares
|
$27.6 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2025 Q3 2025 |
54,125
shares
|
$27.5 Million
18.54% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,472
shares
|
$27.2 Million
4.17% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
53,437
shares
|
$27.2 Million
8.9% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2025 Q3 2025 |
53,239
shares
|
$27.1 Million
1.58% of portfolio
|
Q4 2023
Added 117.84%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
53,106
shares
|
$27 Million
2.92% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
53,061
shares
|
$27 Million
2.24% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
53,060
shares
|
$27 Million
0.39% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,043
shares
|
$27 Million
0.05% of portfolio
|
Q3 2025
Added 177.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
52,872
shares
|
$26.9 Million
0.8% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
52,702
shares
|
$26.8 Million
13.8% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
52,454
shares
|
$26.7 Million
0.88% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
52,436
shares
|
$26.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
52,428
shares
|
$26.7 Million
7.45% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Vantage Investment Partners, LLC
|
Oct 30, 2025 Q3 2025 |
52,420
shares
|
$26.7 Million
1.87% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
52,411
shares
|
$26.7 Million
1.56% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
52,147
shares
|
$26.5 Million
0.32% of portfolio
|
Q3 2025
Added 12.79%
|
|