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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
10,633
shares
|
$5.02 Million
1.57% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,623
shares
|
$5.01 Million
1.82% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
10,619
shares
|
$5.01 Million
1.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
10,613
shares
|
$5.01 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
10,590
shares
|
$5 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
10,586
shares
|
$4.99 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
10,576
shares
|
$4.99 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
10,569
shares
|
$4.99 Million
0.54% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,507
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2022
Added 12.65%
|
|
|
Artemis Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
10,492
shares
|
$4.95 Million
0.77% of portfolio
|
Q4 2024
Added 64.14%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
10,492
shares
|
$4.95 Million
0.09% of portfolio
|
Q4 2024
Added 24.05%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,476
shares
|
$4.94 Million
0.55% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,475
shares
|
$4.94 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
10,452
shares
|
$4.93 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
10,446
shares
|
$4.93 Million
3.32% of portfolio
|
Q4 2024
Added 311.75%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
10,426
shares
|
$4.92 Million
2.61% of portfolio
|
Q3 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,421
shares
|
$4.92 Million
1.52% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,411
shares
|
$4.91 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
10,406
shares
|
$4.91 Million
2.57% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
10,400
shares
|
$4.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,387
shares
|
$4.9 Million
0.24% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
10,384
shares
|
$4.9 Million
3.26% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
10,383
shares
|
$4.9 Million
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
10,373
shares
|
$4.89 Million
0.55% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
10,363
shares
|
$4.89 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.91%
|