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 4,606 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $398 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,456
shares
|
$2.11 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
4,455
shares
|
$2.11 Million
0.87% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
4,454
shares
|
$2.11 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
4,448
shares
|
$2.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,430
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,412
shares
|
$2.09 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
4,410
shares
|
$2.08 Million
1.77% of portfolio
|
Q2 2024
Added 4.28%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
4,410
shares
|
$2.08 Million
0.16% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,404
shares
|
$2.08 Million
0.2% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
4,403
shares
|
$2.08 Million
0.57% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
4,402
shares
|
$2.08 Million
0.36% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
4,402
shares
|
$2.08 Million
0.9% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
4,395
shares
|
$2.08 Million
1.2% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
4,393
shares
|
$2.08 Million
0.48% of portfolio
|
Q2 2024
Reduced 37.04%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
4,385
shares
|
$2.07 Million
0.35% of portfolio
|
Q3 2024
Added 107.33%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
4,383
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
4,378
shares
|
$2.07 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
4,378
shares
|
$2.07 Million
1.12% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
4,378
shares
|
$2.07 Million
0.65% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,372
shares
|
$2.07 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
4,370
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
4,365
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
4,359
shares
|
$2.06 Million
1.11% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,345
shares
|
$2.05 Million
0.45% of portfolio
|
Q3 2024
Added 0.42%
|