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 |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
4,199
shares
|
$1.98 Million
0.3% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
4,192
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,186
shares
|
$1.98 Million
1.64% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
4,183
shares
|
$1.98 Million
0.95% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
4,175
shares
|
$1.97 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,167
shares
|
$1.97 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,157
shares
|
$1.96 Million
0.62% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
4,150
shares
|
$1.96 Million
0.18% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
4,148
shares
|
$1.96 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,144
shares
|
$1.96 Million
1.67% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
4,142
shares
|
$1.96 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
4,139
shares
|
$1.96 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,127
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
4,124
shares
|
$1.95 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
4,119
shares
|
$1.95 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
4,105
shares
|
$1.94 Million
0.49% of portfolio
|
Q4 2024
Added 158.99%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
4,097
shares
|
$1.94 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
4,088
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
4,086
shares
|
$1.93 Million
0.45% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,072
shares
|
$1.92 Million
0.86% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
4,066
shares
|
$1.92 Million
1.38% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,065
shares
|
$1.92 Million
0.34% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,061
shares
|
$1.92 Million
0.41% of portfolio
|
Q3 2024
Added 72.15%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
4,061
shares
|
$1.92 Million
1.12% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,058
shares
|
$1.92 Million
0.25% of portfolio
|
Q3 2024
Added 15.42%
|