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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
19,503
shares
|
$9.4 Million
0.21% of portfolio
|
Q4 2024
Added 35.68%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
19,409
shares
|
$9.35 Million
0.65% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
19,390
shares
|
$9.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 80.98%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
19,386
shares
|
$9.34 Million
3.58% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
19,349
shares
|
$9.32 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
19,247
shares
|
$9.27 Million
0.52% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
19,210
shares
|
$9.26 Million
4.54% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
19,194
shares
|
$9.25 Million
0.61% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
19,168
shares
|
$9.24 Million
2.97% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
19,149
shares
|
$9.23 Million
1.23% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,147
shares
|
$9.23 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
19,138
shares
|
$9.22 Million
1.89% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
19,138
shares
|
$9.22 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
19,090
shares
|
$9.2 Million
0.81% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
19,088
shares
|
$9.2 Million
2.69% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
19,082
shares
|
$9.19 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
19,020
shares
|
$9.16 Million
3.69% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
19,012
shares
|
$9.16 Million
4.1% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
19,010
shares
|
$9.16 Million
2.5% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
18,976
shares
|
$9.14 Million
2.88% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
18,972
shares
|
$9.14 Million
3.13% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
18,957
shares
|
$9.13 Million
1.51% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
18,942
shares
|
$9.13 Million
4.53% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
18,918
shares
|
$9.11 Million
1.98% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
18,913
shares
|
$9.11 Million
5.68% of portfolio
|
Q4 2024
Added 1.8%
|