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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
20,966
shares
|
$10.1 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
20,951
shares
|
$10.1 Million
0.8% of portfolio
|
Q4 2024
Added 62.71%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
20,928
shares
|
$10.1 Million
4.33% of portfolio
|
Q4 2024
Reduced 35.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
20,902
shares
|
$10.1 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
20,872
shares
|
$10.1 Million
0.74% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,815
shares
|
$10 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,815
shares
|
$10 Million
0.67% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
20,775
shares
|
$10 Million
1.61% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
20,771
shares
|
$10 Million
6.51% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
20,750
shares
|
$10 Million
0.27% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
20,747
shares
|
$10 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
20,714
shares
|
$9.98 Million
1.36% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
20,697
shares
|
$9.97 Million
0.78% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
20,677
shares
|
$9.96 Million
0.62% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
20,567
shares
|
$9.91 Million
1.38% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,560
shares
|
$9.91 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
20,549
shares
|
$9.9 Million
3.28% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,548
shares
|
$9.9 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
20,518
shares
|
$9.89 Million
2.11% of portfolio
|
N/A
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
20,494
shares
|
$9.87 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
20,484
shares
|
$9.87 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
20,482
shares
|
$9.87 Million
5.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
20,471
shares
|
$9.86 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
20,463
shares
|
$9.86 Million
3.75% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
20,448
shares
|
$9.85 Million
2.19% of portfolio
|
Q4 2024
Added 3.98%
|