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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
28,556
shares
|
$13.7 Million
0.52% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
28,489
shares
|
$13.6 Million
2.56% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
28,433
shares
|
$13.6 Million
1.96% of portfolio
|
Q4 2020
Reduced 1.08%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
28,399
shares
|
$13.6 Million
11.99% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
28,359
shares
|
$13.6 Million
1.47% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Jan 22, 2025 Q4 2024 |
28,342
shares
|
$13.6 Million
9.48% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
28,274
shares
|
$13.5 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
28,258
shares
|
$13.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
28,228
shares
|
$13.5 Million
10.25% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
28,059
shares
|
$13.4 Million
4.44% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
28,037
shares
|
$13.4 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
27,805
shares
|
$13.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
27,773
shares
|
$13.3 Million
0.61% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
27,748
shares
|
$13.3 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
27,747
shares
|
$13.3 Million
0.4% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,655
shares
|
$13.2 Million
0.2% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
27,654
shares
|
$13.2 Million
0.76% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
27,650
shares
|
$13.2 Million
4.22% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
27,619
shares
|
$13.2 Million
2.7% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
27,611
shares
|
$13.2 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
27,599
shares
|
$13.2 Million
6.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
27,596
shares
|
$13.2 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
27,578
shares
|
$13.2 Million
2.52% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
27,563
shares
|
$13.2 Million
9.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
27,510
shares
|
$13.2 Million
0.81% of portfolio
|
Q4 2024
Added 5.15%
|