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 |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
48,985
shares
|
$23.5 Million
3.9% of portfolio
|
Q3 2023
Reduced 4.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
48,930
shares
|
$23.4 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
48,909
shares
|
$23.4 Million
10.64% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
48,834
shares
|
$23.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Feb 14, 2025 Q4 2024 |
48,717
shares
|
$23.3 Million
1.87% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,254
shares
|
$23.1 Million
3.08% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
47,991
shares
|
$23 Million
3.27% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
47,988
shares
|
$23 Million
7.57% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Qvt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
47,946
shares
|
$23 Million
2.13% of portfolio
|
N/A
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
47,819
shares
|
$22.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
47,740
shares
|
$22.9 Million
10.6% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
47,567
shares
|
$22.8 Million
2.46% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
47,479
shares
|
$22.7 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
47,472
shares
|
$22.7 Million
1.57% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
47,432
shares
|
$22.7 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
47,381
shares
|
$22.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
47,363
shares
|
$22.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
47,356
shares
|
$22.7 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
47,219
shares
|
$22.6 Million
0.76% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
47,181
shares
|
$22.6 Million
0.39% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
47,106
shares
|
$22.6 Million
3.13% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,058
shares
|
$22.5 Million
0.05% of portfolio
|
Q4 2024
Added 183.89%
|
|
|
Account Management LLC
|
Feb 11, 2025 Q4 2024 |
47,020
shares
|
$22.5 Million
24.95% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
46,842
shares
|
$22.4 Million
9.93% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
46,628
shares
|
$22.3 Million
0.6% of portfolio
|
Q4 2024
Added 27.03%
|