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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
3,450
shares
|
$1.63 Million
0.9% of portfolio
|
Q1 2023
Added 7.48%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
3,448
shares
|
$1.63 Million
0.36% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,447
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
3,438
shares
|
$1.62 Million
0.61% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
3,437
shares
|
$1.62 Million
1.28% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
3,426
shares
|
$1.62 Million
0.42% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
3,412
shares
|
$1.61 Million
0.53% of portfolio
|
Q4 2024
Reduced 99.78%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
3,410
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2024
Added 11.37%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
3,406
shares
|
$1.61 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
3,399
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,394
shares
|
$1.6 Million
0.28% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
3,388
shares
|
$1.6 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
3,381
shares
|
$1.6 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
3,376
shares
|
$1.6 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,375
shares
|
$1.6 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,374
shares
|
$1.59 Million
0.62% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,364
shares
|
$1.59 Million
0.63% of portfolio
|
N/A
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,364
shares
|
$1.59 Million
0.32% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,360
shares
|
$1.59 Million
0.38% of portfolio
|
N/A
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,360
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
3,359
shares
|
$1.59 Million
0.71% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,356
shares
|
$1.59 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
3,352
shares
|
$1.58 Million
0.3% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
3,349
shares
|
$1.58 Million
0.21% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
3,349
shares
|
$1.58 Million
0.95% of portfolio
|
Q4 2024
New holding
|