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 |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
41,583
shares
|
$19.9 Million
0.62% of portfolio
|
Q4 2024
Added 161.45%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
41,420
shares
|
$19.8 Million
0.61% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
41,216
shares
|
$19.7 Million
1.91% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
41,158
shares
|
$19.7 Million
3.95% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
40,952
shares
|
$19.6 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
40,941
shares
|
$19.6 Million
0.55% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
40,707
shares
|
$19.5 Million
0.32% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
40,663
shares
|
$19.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
40,591
shares
|
$19.4 Million
5.66% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
40,480
shares
|
$19.4 Million
0.44% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
40,370
shares
|
$19.3 Million
0.33% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
40,359
shares
|
$19.3 Million
3.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,345
shares
|
$19.3 Million
4.75% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
40,231
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
40,176
shares
|
$19.2 Million
7.06% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
40,098
shares
|
$19.2 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
40,050
shares
|
$19.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
40,023
shares
|
$19.2 Million
0.12% of portfolio
|
Q4 2024
Added 31.79%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
40,000
shares
|
$19.1 Million
6.72% of portfolio
|
Q1 2023
Reduced 57.89%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
39,863
shares
|
$19.1 Million
5.64% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
39,725
shares
|
$19 Million
6.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
39,514
shares
|
$18.9 Million
1.73% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
39,471
shares
|
$18.9 Million
1.67% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
39,351
shares
|
$18.8 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
39,334
shares
|
$18.8 Million
0.53% of portfolio
|
Q4 2024
Added 3227.75%
|