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 5,137 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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
62,603
shares
|
$31.9 Million
2.24% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
62,309
shares
|
$31.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Fj Investments, LLC
Salt Lake City, UT |
Nov 10, 2025 Q3 2025 |
62,288
shares
|
$31.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
62,003
shares
|
$31.6 Million
1.83% of portfolio
|
Q3 2023
Added 1.51%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
61,653
shares
|
$31.4 Million
10.31% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
61,493
shares
|
$31.3 Million
1.33% of portfolio
|
Q3 2025
Added 19.53%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
61,401
shares
|
$31.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
61,342
shares
|
$31.2 Million
1.51% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
61,212
shares
|
$31.2 Million
1.81% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
60,853
shares
|
$31 Million
1.55% of portfolio
|
Q4 2022
Added 4.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,744
shares
|
$30.9 Million
0.7% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
60,605
shares
|
$30.8 Million
2.57% of portfolio
|
Q3 2023
Reduced 0.86%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
60,563
shares
|
$30.8 Million
2.21% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
60,304
shares
|
$30.7 Million
1.38% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
60,293
shares
|
$30.7 Million
3.04% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
60,231
shares
|
$30.7 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
60,177
shares
|
$30.6 Million
1.0% of portfolio
|
Q3 2025
Added 181.36%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
60,141
shares
|
$30.6 Million
3.04% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Ota Financial Group L.P.
|
Aug 17, 2023 Q2 2023 |
60,000
shares
|
$30.5 Million
14.29% of portfolio
|
Q2 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
59,954
shares
|
$30.5 Million
0.7% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
59,683
shares
|
$30.4 Million
1.35% of portfolio
|
Q3 2025
Reduced 34.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
59,565
shares
|
$30.3 Million
0.63% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
59,199
shares
|
$30.1 Million
0.39% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
58,964
shares
|
$30 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
58,900
shares
|
$30 Million
2.63% of portfolio
|
Q3 2025
Added 0.89%
|
|