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 |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,230
shares
|
$1.53 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
3,229
shares
|
$1.53 Million
0.58% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,215
shares
|
$1.52 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
3,215
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
3,215
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2024
Reduced 26.48%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,214
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.55%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
3,214
shares
|
$1.52 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,213
shares
|
$1.52 Million
0.33% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
3,211
shares
|
$1.52 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
3,211
shares
|
$1.52 Million
0.28% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,204
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,198
shares
|
$1.51 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
3,197
shares
|
$1.51 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
3,189
shares
|
$1.51 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,185
shares
|
$1.51 Million
0.48% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
3,182
shares
|
$1.5 Million
0.15% of portfolio
|
Q2 2024
Added 12.12%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
3,177
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
3,174
shares
|
$1.5 Million
0.87% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
3,168
shares
|
$1.5 Million
0.3% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,161
shares
|
$1.49 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,160
shares
|
$1.49 Million
0.78% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,156
shares
|
$1.49 Million
0.89% of portfolio
|
Q2 2024
Added 75.24%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,153
shares
|
$1.49 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Trigran Investments, Inc.
|
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2023
Reduced 13.7%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
3,150
shares
|
$1.49 Million
1.24% of portfolio
|
Q4 2022
Reduced 81.76%
|