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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
57,698
shares
|
$27.6 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
57,622
shares
|
$27.6 Million
7.96% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
57,425
shares
|
$27.5 Million
3.66% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Georgetown University
Washington, DC |
Feb 14, 2025 Q4 2024 |
57,192
shares
|
$27.4 Million
8.04% of portfolio
|
N/A
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
57,090
shares
|
$27.3 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
57,068
shares
|
$27.3 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
56,958
shares
|
$27.3 Million
2.67% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
56,849
shares
|
$27.2 Million
14.51% of portfolio
|
Q4 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
56,606
shares
|
$27.1 Million
29.68% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
56,419
shares
|
$27 Million
0.55% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
56,418
shares
|
$27 Million
22.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
56,171
shares
|
$26.9 Million
1.37% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
55,981
shares
|
$26.8 Million
15.79% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
55,909
shares
|
$26.8 Million
1.78% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
55,552
shares
|
$26.6 Million
0.67% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
55,525
shares
|
$26.6 Million
1.6% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
55,464
shares
|
$26.6 Million
0.92% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
55,438
shares
|
$26.5 Million
1.01% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Feb 13, 2025 Q4 2024 |
55,200
shares
|
$26.4 Million
16.43% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
54,963
shares
|
$26.3 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
54,827
shares
|
$26.2 Million
1.34% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
54,653
shares
|
$26.2 Million
1.75% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
54,492
shares
|
$26.1 Million
2.62% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
54,467
shares
|
$26.1 Million
0.74% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
54,369
shares
|
$26 Million
1.46% of portfolio
|
Q3 2023
Added 19.46%
|