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 4,648 institutions that hold shares in the stock, with a total of 852 Million shares, which have been reported (via 13F filing form) to have a value of $402 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,968
shares
|
$5.65 Million
1.58% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
11,916
shares
|
$5.62 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
11,916
shares
|
$5.62 Million
2.03% of portfolio
|
Q1 2024
Added 17.92%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
11,900
shares
|
$5.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
11,845
shares
|
$5.59 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,835
shares
|
$5.58 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
11,829
shares
|
$5.58 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
11,825
shares
|
$5.58 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
11,807
shares
|
$5.57 Million
0.5% of portfolio
|
Q3 2024
Reduced 41.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
11,807
shares
|
$5.57 Million
0.2% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
11,789
shares
|
$5.56 Million
1.61% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
11,730
shares
|
$5.53 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
11,710
shares
|
$5.52 Million
0.57% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
11,689
shares
|
$5.51 Million
1.02% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
11,674
shares
|
$5.51 Million
1.97% of portfolio
|
Q4 2024
Reduced 41.63%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
11,634
shares
|
$5.49 Million
1.59% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
11,619
shares
|
$5.48 Million
2.62% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
11,594
shares
|
$5.47 Million
3.84% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
11,592
shares
|
$5.47 Million
1.38% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,591
shares
|
$5.47 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
11,581
shares
|
$5.46 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
11,545
shares
|
$5.45 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,519
shares
|
$5.43 Million
0.98% of portfolio
|
Q4 2024
Added 87.18%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
11,518
shares
|
$5.43 Million
1.77% of portfolio
|
Q4 2024
Reduced 19.55%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
11,507
shares
|
$5.43 Million
1.78% of portfolio
|
Q4 2024
Reduced 9.25%
|