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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
25,291
shares
|
$12.1 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
25,275
shares
|
$12.1 Million
0.1% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
25,273
shares
|
$12.1 Million
1.16% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
25,251
shares
|
$12.1 Million
7.21% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,229
shares
|
$12.1 Million
0.35% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
25,200
shares
|
$12.1 Million
0.31% of portfolio
|
Q4 2024
Added 26.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
25,170
shares
|
$12 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
25,096
shares
|
$12 Million
1.88% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
25,057
shares
|
$12 Million
0.52% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
25,051
shares
|
$12 Million
3.89% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
25,051
shares
|
$12 Million
2.41% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
25,019
shares
|
$12 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.16%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,000
shares
|
$12 Million
2.45% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$12 Million
0.36% of portfolio
|
N/A
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
24,953
shares
|
$11.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,846
shares
|
$11.9 Million
2.07% of portfolio
|
Q3 2023
Reduced 15.09%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
24,808
shares
|
$11.9 Million
0.65% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
24,796
shares
|
$11.9 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
24,793
shares
|
$11.9 Million
1.29% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
24,768
shares
|
$11.9 Million
1.47% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
24,727
shares
|
$11.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,651
shares
|
$11.8 Million
0.23% of portfolio
|
Q4 2024
Added 55.85%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
24,645
shares
|
$11.8 Million
2.35% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
24,519
shares
|
$11.7 Million
1.22% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Harspring Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
24,500
shares
|
$11.7 Million
3.29% of portfolio
|
Q3 2024
Reduced 30.0%
|