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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
36,515
shares
|
$17.5 Million
6.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
36,326
shares
|
$17.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
36,239
shares
|
$17.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
36,164
shares
|
$17.3 Million
4.5% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
36,087
shares
|
$17.3 Million
2.05% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
36,002
shares
|
$17.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
35,837
shares
|
$17.2 Million
0.53% of portfolio
|
Q4 2024
Added 37.44%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
35,599
shares
|
$17 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
35,515
shares
|
$17 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
35,503
shares
|
$17 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
35,249
shares
|
$16.9 Million
0.47% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
35,140
shares
|
$16.8 Million
1.17% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,093
shares
|
$16.8 Million
0.4% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
35,089
shares
|
$16.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,015
shares
|
$16.8 Million
0.47% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
34,941
shares
|
$16.7 Million
1.67% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,834
shares
|
$16.7 Million
0.74% of portfolio
|
Q4 2024
Added 28.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
34,702
shares
|
$16.6 Million
1.43% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,610
shares
|
$16.6 Million
1.92% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
34,590
shares
|
$16.6 Million
7.57% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
34,583
shares
|
$16.6 Million
1.0% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
34,555
shares
|
$16.5 Million
0.23% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
34,441
shares
|
$16.5 Million
1.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
34,433
shares
|
$16.5 Million
12.8% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
34,402
shares
|
$16.5 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.65%
|