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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
16,996
shares
|
$8.19 Million
1.92% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
16,989
shares
|
$8.19 Million
1.72% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
16,987
shares
|
$8.18 Million
5.51% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
16,973
shares
|
$8.18 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
16,948
shares
|
$8.17 Million
8.21% of portfolio
|
Q4 2024
New holding
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
16,943
shares
|
$8.16 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
16,941
shares
|
$8.16 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
16,908
shares
|
$8.15 Million
6.62% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
16,889
shares
|
$8.14 Million
0.45% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
16,800
shares
|
$8.09 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
16,797
shares
|
$8.09 Million
3.08% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
16,796
shares
|
$8.09 Million
5.67% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
16,774
shares
|
$8.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,742
shares
|
$8.07 Million
0.25% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
16,741
shares
|
$8.07 Million
3.59% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
16,740
shares
|
$8.07 Million
2.29% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
16,723
shares
|
$8.06 Million
2.79% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
16,722
shares
|
$8.06 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,715
shares
|
$8.05 Million
0.89% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
16,714
shares
|
$8.05 Million
1.49% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
16,706
shares
|
$8.05 Million
2.6% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
16,695
shares
|
$8.04 Million
1.38% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
16,695
shares
|
$8.04 Million
1.09% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
16,659
shares
|
$8.03 Million
5.45% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
16,639
shares
|
$8.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 24.51%
|