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 |
|---|---|---|---|---|---|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,150
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
3,135
shares
|
$1.48 Million
1.9% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
3,133
shares
|
$1.48 Million
0.56% of portfolio
|
Q1 2023
Added 2.29%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
3,131
shares
|
$1.48 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,122
shares
|
$1.48 Million
0.72% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$1.47 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,120
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,120
shares
|
$1.47 Million
0.73% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
3,118
shares
|
$1.47 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,113
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,112
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
3,107
shares
|
$1.47 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,102
shares
|
$1.47 Million
0.47% of portfolio
|
N/A
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,100
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,099
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
3,096
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2024
Added 5.38%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
3,092
shares
|
$1.46 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,091
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2023
Added 3.79%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,090
shares
|
$1.46 Million
0.53% of portfolio
|
Q4 2023
Reduced 62.38%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,087
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,086
shares
|
$1.46 Million
0.25% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
3,082
shares
|
$1.46 Million
0.77% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
3,082
shares
|
$1.46 Million
0.89% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,073
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
3,071
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.76%
|