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 4,770 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 $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
15,980
shares
|
$7.72 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,979
shares
|
$7.71 Million
0.42% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,977
shares
|
$7.71 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
15,938
shares
|
$7.7 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,917
shares
|
$7.69 Million
1.43% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
15,873
shares
|
$7.66 Million
0.88% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
15,866
shares
|
$7.66 Million
1.86% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
15,838
shares
|
$7.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
15,835
shares
|
$7.65 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
15,798
shares
|
$7.63 Million
1.75% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
15,774
shares
|
$7.62 Million
8.45% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
15,731
shares
|
$7.6 Million
0.33% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
15,714
shares
|
$7.59 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,698
shares
|
$7.58 Million
2.76% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
15,666
shares
|
$7.56 Million
5.13% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
15,656
shares
|
$7.56 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
15,646
shares
|
$7.55 Million
0.36% of portfolio
|
Q4 2024
Added 63.23%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
15,641
shares
|
$7.55 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
15,557
shares
|
$7.51 Million
0.26% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
15,539
shares
|
$7.5 Million
5.45% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
15,537
shares
|
$7.5 Million
0.68% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,513
shares
|
$7.49 Million
2.21% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
15,477
shares
|
$7.47 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
15,466
shares
|
$7.47 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
15,457
shares
|
$7.46 Million
0.47% of portfolio
|
Q4 2024
Added 2.13%
|