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 4,753 institutions that hold shares in the stock, with a total of 863 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
13,550
shares
|
$6.5 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
13,533
shares
|
$6.49 Million
5.06% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
13,500
shares
|
$6.47 Million
0.06% of portfolio
|
N/A
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
13,472
shares
|
$6.46 Million
2.33% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
13,470
shares
|
$6.46 Million
1.92% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
13,458
shares
|
$6.45 Million
3.88% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
13,401
shares
|
$6.43 Million
0.83% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
13,395
shares
|
$6.42 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
13,386
shares
|
$6.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
13,346
shares
|
$6.4 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,334
shares
|
$6.39 Million
0.52% of portfolio
|
Q2 2023
Added 42.14%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
13,307
shares
|
$6.38 Million
0.78% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
13,288
shares
|
$6.37 Million
2.18% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
13,252
shares
|
$6.36 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
13,235
shares
|
$6.35 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
13,229
shares
|
$6.34 Million
2.14% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
13,225
shares
|
$6.34 Million
0.58% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
13,220
shares
|
$6.34 Million
0.97% of portfolio
|
Q4 2024
Added 120.63%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
13,191
shares
|
$6.33 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
13,189
shares
|
$6.33 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
13,168
shares
|
$6.32 Million
8.5% of portfolio
|
Q1 2023
Added 88.76%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
13,160
shares
|
$6.31 Million
1.56% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
13,124
shares
|
$6.29 Million
0.55% of portfolio
|
N/A
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
13,100
shares
|
$6.28 Million
1.04% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
13,097
shares
|
$6.28 Million
1.93% of portfolio
|
Q4 2024
Reduced 11.03%
|