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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30,343
shares
|
$15.4 Million
2.41% of portfolio
|
Q3 2025
Added 27.36%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
30,317
shares
|
$15.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
30,238
shares
|
$15.4 Million
7.4% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
30,238
shares
|
$15.4 Million
3.62% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
30,200
shares
|
$15.4 Million
0.17% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
30,195
shares
|
$15.4 Million
3.63% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
30,171
shares
|
$15.4 Million
0.84% of portfolio
|
Q3 2025
Added 667.51%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
30,091
shares
|
$15.3 Million
7.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
29,964
shares
|
$15.2 Million
9.7% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
29,847
shares
|
$15.2 Million
0.09% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
29,785
shares
|
$15.2 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
29,655
shares
|
$15.1 Million
0.11% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,632
shares
|
$15.1 Million
2.39% of portfolio
|
Q4 2022
Reduced 24.86%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,622
shares
|
$15.1 Million
0.71% of portfolio
|
Q3 2025
Reduced 35.75%
|
|
|
Metropolis Capital LTD
|
Jan 21, 2026 Q4 2025 |
29,609
shares
|
$15.1 Million
0.5% of portfolio
|
Q4 2025
Reduced 5.72%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
29,572
shares
|
$15.1 Million
1.41% of portfolio
|
Q4 2025
Reduced 3.37%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
29,563
shares
|
$15 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
29,417
shares
|
$15 Million
9.61% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
29,361
shares
|
$14.9 Million
2.12% of portfolio
|
Q4 2025
Added 3.34%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,330
shares
|
$14.9 Million
0.15% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
29,240
shares
|
$14.9 Million
0.31% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
28,901
shares
|
$14.7 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
28,857
shares
|
$14.7 Million
2.89% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
28,801
shares
|
$14.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
28,765
shares
|
$14.6 Million
0.47% of portfolio
|
Q3 2025
Added 1.38%
|
|