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 4,775 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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
17,654
shares
|
$8.51 Million
0.23% of portfolio
|
Q1 2023
Added 6.27%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,652
shares
|
$8.5 Million
0.19% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
17,596
shares
|
$8.48 Million
0.71% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
17,573
shares
|
$8.47 Million
5.8% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
17,562
shares
|
$8.46 Million
0.55% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
17,540
shares
|
$8.45 Million
6.45% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
17,525
shares
|
$8.44 Million
3.59% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
17,525
shares
|
$8.44 Million
3.51% of portfolio
|
Q2 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
17,505
shares
|
$8.43 Million
0.56% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
17,492
shares
|
$8.43 Million
4.9% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
17,487
shares
|
$8.43 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
17,440
shares
|
$8.4 Million
0.17% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,425
shares
|
$8.4 Million
0.52% of portfolio
|
Q4 2023
Reduced 10.85%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
17,398
shares
|
$8.38 Million
1.17% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
17,395
shares
|
$8.38 Million
0.84% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
17,377
shares
|
$8.37 Million
2.39% of portfolio
|
Q1 2023
Reduced 13.74%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,330
shares
|
$8.35 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
17,261
shares
|
$8.32 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
17,251
shares
|
$8.31 Million
2.27% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
17,177
shares
|
$8.28 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
17,151
shares
|
$8.26 Million
0.32% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
17,146
shares
|
$8.26 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
17,131
shares
|
$8.25 Million
0.83% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,038
shares
|
$8.21 Million
3.27% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
17,032
shares
|
$8.21 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.29%
|