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 |
|---|---|---|---|---|---|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
43,917
shares
|
$21 Million
4.28% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
43,687
shares
|
$20.9 Million
13.94% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
43,600
shares
|
$20.9 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
43,443
shares
|
$20.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 35.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
43,429
shares
|
$20.8 Million
0.71% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
43,396
shares
|
$20.8 Million
0.44% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
43,213
shares
|
$20.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 36.48%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Feb 12, 2025 Q4 2024 |
43,162
shares
|
$20.7 Million
18.59% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
43,078
shares
|
$20.6 Million
3.29% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
42,981
shares
|
$20.6 Million
0.46% of portfolio
|
Q4 2024
Added 141.74%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
42,742
shares
|
$20.5 Million
1.07% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
42,736
shares
|
$20.5 Million
5.97% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
42,641
shares
|
$20.4 Million
3.54% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Feb 13, 2025 Q4 2024 |
42,576
shares
|
$20.4 Million
5.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
42,489
shares
|
$20.3 Million
11.47% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
42,447
shares
|
$20.3 Million
2.1% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,440
shares
|
$20.3 Million
0.43% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
42,408
shares
|
$20.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
42,407
shares
|
$20.3 Million
0.63% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
42,333
shares
|
$20.3 Million
0.05% of portfolio
|
Q4 2024
Added 62.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
42,293
shares
|
$20.2 Million
0.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
42,226
shares
|
$20.2 Million
4.86% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
42,185
shares
|
$20.2 Million
0.68% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
42,183
shares
|
$20.2 Million
2.45% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
41,959
shares
|
$20.1 Million
5.91% of portfolio
|
Q4 2024
Reduced 0.92%
|