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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
13,085
shares
|
$6.28 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,081
shares
|
$6.27 Million
1.47% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,019
shares
|
$6.24 Million
0.2% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12,996
shares
|
$6.23 Million
0.79% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
12,985
shares
|
$6.23 Million
1.8% of portfolio
|
Q3 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,981
shares
|
$6.23 Million
2.37% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
12,967
shares
|
$6.22 Million
1.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
12,953
shares
|
$6.21 Million
5.56% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,934
shares
|
$6.2 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
12,932
shares
|
$6.2 Million
3.13% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,922
shares
|
$6.2 Million
2.34% of portfolio
|
Q1 2023
Reduced 10.82%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
12,911
shares
|
$6.19 Million
0.7% of portfolio
|
Q4 2024
Added 66.66%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
12,901
shares
|
$6.19 Million
1.99% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
12,900
shares
|
$6.19 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
12,900
shares
|
$6.19 Million
1.89% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
12,895
shares
|
$6.18 Million
0.35% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
12,882
shares
|
$6.18 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
12,875
shares
|
$6.17 Million
0.42% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
12,871
shares
|
$6.17 Million
0.93% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
12,866
shares
|
$6.17 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,819
shares
|
$6.15 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,805
shares
|
$6.14 Million
0.4% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
12,784
shares
|
$6.13 Million
1.35% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
12,765
shares
|
$6.12 Million
1.04% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
12,722
shares
|
$6.1 Million
0.57% of portfolio
|
Q4 2024
Added 2.63%
|