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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
21,778
shares
|
$10.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jan 28, 2025 Q4 2024 |
21,737
shares
|
$10.5 Million
3.45% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
21,712
shares
|
$10.5 Million
0.58% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Riverstone Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
21,660
shares
|
$10.4 Million
5.6% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,658
shares
|
$10.4 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
21,634
shares
|
$10.4 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
21,617
shares
|
$10.4 Million
3.92% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
21,550
shares
|
$10.4 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
21,545
shares
|
$10.4 Million
0.72% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
21,501
shares
|
$10.4 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
21,490
shares
|
$10.4 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
21,468
shares
|
$10.3 Million
6.7% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
21,418
shares
|
$10.3 Million
1.61% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
21,408
shares
|
$10.3 Million
1.17% of portfolio
|
Q4 2024
Added 82.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
21,402
shares
|
$10.3 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
21,395
shares
|
$10.3 Million
2.77% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
21,283
shares
|
$10.3 Million
2.33% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
21,241
shares
|
$10.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
21,230
shares
|
$10.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 34.2%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
21,207
shares
|
$10.2 Million
1.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Stone Run Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,175
shares
|
$10.2 Million
3.77% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Feb 14, 2025 Q4 2024 |
21,160
shares
|
$10.2 Million
8.11% of portfolio
|
Q4 2024
Reduced 45.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,145
shares
|
$10.2 Million
0.58% of portfolio
|
Q4 2022
Reduced 0.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
21,121
shares
|
$10.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
21,118
shares
|
$10.2 Million
3.83% of portfolio
|
Q4 2024
Added 1.54%
|