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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,720
shares
|
$6.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
12,717
shares
|
$6.1 Million
0.48% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,703
shares
|
$6.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
12,702
shares
|
$6.09 Million
0.65% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
12,681
shares
|
$6.08 Million
3.29% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,619
shares
|
$6.05 Million
2.85% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
12,569
shares
|
$6.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
12,567
shares
|
$6.03 Million
0.63% of portfolio
|
Q4 2024
Added 353.03%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
12,563
shares
|
$6.03 Million
1.54% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
12,534
shares
|
$6.01 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
12,519
shares
|
$6 Million
0.37% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
12,515
shares
|
$6 Million
2.51% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,512
shares
|
$6 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
12,505
shares
|
$6 Million
3.29% of portfolio
|
Q4 2022
Added 2.76%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
12,499
shares
|
$5.99 Million
3.95% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
12,492
shares
|
$5.99 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
12,452
shares
|
$5.97 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,412
shares
|
$5.95 Million
3.25% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,408
shares
|
$5.95 Million
3.18% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
12,403
shares
|
$5.95 Million
0.9% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
12,402
shares
|
$5.95 Million
3.0% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,398
shares
|
$5.95 Million
1.94% of portfolio
|
Q3 2023
Reduced 18.28%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
12,352
shares
|
$5.92 Million
1.66% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
12,327
shares
|
$5.91 Million
1.27% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
12,305
shares
|
$5.9 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.78%
|