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 |
|---|---|---|---|---|---|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
27,465
shares
|
$13.1 Million
4.97% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
27,402
shares
|
$13.1 Million
0.85% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
27,337
shares
|
$13.1 Million
0.62% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
27,296
shares
|
$13.1 Million
0.76% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
27,266
shares
|
$13.1 Million
1.92% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
27,201
shares
|
$13 Million
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
27,172
shares
|
$13 Million
0.49% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
27,094
shares
|
$13 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
27,067
shares
|
$13 Million
6.15% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
27,057
shares
|
$13 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
26,986
shares
|
$12.9 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
26,980
shares
|
$12.9 Million
0.6% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
26,914
shares
|
$12.9 Million
4.18% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
26,905
shares
|
$12.9 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
26,799
shares
|
$12.8 Million
1.35% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
26,726
shares
|
$12.8 Million
4.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
26,647
shares
|
$12.8 Million
3.2% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
26,629
shares
|
$12.7 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
26,616
shares
|
$12.7 Million
1.46% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
26,614
shares
|
$12.7 Million
0.16% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
26,588
shares
|
$12.7 Million
0.47% of portfolio
|
Q4 2024
Added 26.52%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
26,503
shares
|
$12.7 Million
1.39% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
26,500
shares
|
$12.7 Million
2.95% of portfolio
|
N/A
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
26,490
shares
|
$12.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
26,448
shares
|
$12.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 7.65%
|