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 4,777 institutions that hold shares in the stock, with a total of 864 Million shares, which have been reported (via 13F filing form) to have a value of $416 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
60,092
shares
|
$28.8 Million
0.28% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Ota Financial Group L.P.
|
Aug 17, 2023 Q2 2023 |
60,000
shares
|
$28.7 Million
14.29% of portfolio
|
Q2 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
59,926
shares
|
$28.7 Million
1.19% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
59,906
shares
|
$28.7 Million
0.91% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
59,822
shares
|
$28.6 Million
9.51% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
59,783
shares
|
$28.6 Million
0.73% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
59,655
shares
|
$28.6 Million
3.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Ycg, LLC
|
Feb 07, 2025 Q4 2024 |
59,560
shares
|
$28.5 Million
2.21% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
59,559
shares
|
$28.5 Million
11.98% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
58,764
shares
|
$28.1 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,605
shares
|
$28.1 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
58,385
shares
|
$28 Million
3.38% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
58,267
shares
|
$27.9 Million
3.44% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
58,204
shares
|
$27.9 Million
6.64% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
58,199
shares
|
$27.9 Million
0.59% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
58,170
shares
|
$27.8 Million
0.32% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
58,167
shares
|
$27.8 Million
2.32% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
58,077
shares
|
$27.8 Million
0.8% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
57,955
shares
|
$27.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
57,840
shares
|
$27.7 Million
0.61% of portfolio
|
Q4 2024
Added 738.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
57,829
shares
|
$27.7 Million
2.31% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
57,795
shares
|
$27.7 Million
1.59% of portfolio
|
Q4 2024
Added 35.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
57,778
shares
|
$27.7 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
57,717
shares
|
$27.6 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
57,701
shares
|
$27.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|