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 |
|---|---|---|---|---|---|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,471
shares
|
$6.99 Million
2.71% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
14,459
shares
|
$6.98 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,443
shares
|
$6.97 Million
1.13% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,411
shares
|
$6.96 Million
2.16% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
14,410
shares
|
$6.96 Million
1.14% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
14,376
shares
|
$6.94 Million
2.19% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,368
shares
|
$6.94 Million
1.07% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
14,342
shares
|
$6.92 Million
2.87% of portfolio
|
Q4 2024
Reduced 63.75%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
14,299
shares
|
$6.9 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
14,283
shares
|
$6.9 Million
0.87% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,272
shares
|
$6.89 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
14,228
shares
|
$6.87 Million
0.97% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
14,225
shares
|
$6.87 Million
0.33% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
14,221
shares
|
$6.87 Million
1.13% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
14,167
shares
|
$6.84 Million
0.01% of portfolio
|
Q4 2024
Added 33.92%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
14,164
shares
|
$6.84 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
14,111
shares
|
$6.81 Million
0.45% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
14,111
shares
|
$6.81 Million
0.45% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
14,097
shares
|
$6.81 Million
2.52% of portfolio
|
Q4 2024
Added 1213.79%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
14,093
shares
|
$6.8 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
14,090
shares
|
$6.8 Million
2.64% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
14,088
shares
|
$6.8 Million
1.77% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
14,061
shares
|
$6.79 Million
3.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
14,056
shares
|
$6.79 Million
1.26% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,051
shares
|
$6.78 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.23%
|