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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
15,449
shares
|
$7.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15,437
shares
|
$7.45 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
15,422
shares
|
$7.45 Million
4.57% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Cibc Capital Markets (Europe) S.A.
Luxembourg, N4 |
Jan 24, 2025 Q4 2024 |
15,400
shares
|
$7.44 Million
9.57% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
15,382
shares
|
$7.43 Million
2.15% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
15,367
shares
|
$7.42 Million
2.35% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
15,360
shares
|
$7.42 Million
1.91% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
15,357
shares
|
$7.41 Million
0.96% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
15,345
shares
|
$7.41 Million
5.47% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
15,278
shares
|
$7.38 Million
2.57% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
Feb 13, 2025 Q4 2024 |
15,274
shares
|
$7.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
15,204
shares
|
$7.34 Million
1.27% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
15,163
shares
|
$7.32 Million
0.19% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
15,137
shares
|
$7.31 Million
1.37% of portfolio
|
Q3 2023
Reduced 1.3%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,131
shares
|
$7.31 Million
4.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
15,081
shares
|
$7.28 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
15,051
shares
|
$7.27 Million
0.71% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
15,021
shares
|
$7.25 Million
0.25% of portfolio
|
Q4 2024
Added 36.33%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
15,020
shares
|
$7.25 Million
2.52% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,011
shares
|
$7.25 Million
1.53% of portfolio
|
Q1 2024
Added 896.08%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Feb 10, 2025 Q4 2024 |
15,000
shares
|
$7.24 Million
3.3% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
14,997
shares
|
$7.24 Million
2.51% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
14,965
shares
|
$7.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
14,937
shares
|
$7.21 Million
0.33% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
14,899
shares
|
$7.19 Million
1.25% of portfolio
|
Q4 2024
New holding
|