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 |
|---|---|---|---|---|---|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,337
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2024
Added 45.35%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
10,323
shares
|
$4.87 Million
1.05% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
10,311
shares
|
$4.86 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
10,303
shares
|
$4.86 Million
2.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,302
shares
|
$4.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
10,302
shares
|
$4.86 Million
1.77% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
10,290
shares
|
$4.85 Million
0.98% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,288
shares
|
$4.85 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
10,241
shares
|
$4.83 Million
0.74% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
10,237
shares
|
$4.83 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,232
shares
|
$4.83 Million
2.09% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
10,230
shares
|
$4.83 Million
1.41% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
10,220
shares
|
$4.82 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
10,214
shares
|
$4.82 Million
0.75% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,209
shares
|
$4.82 Million
3.08% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
10,205
shares
|
$4.81 Million
0.79% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,201
shares
|
$4.81 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
10,194
shares
|
$4.81 Million
1.03% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,185
shares
|
$4.8 Million
0.4% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
10,167
shares
|
$4.8 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
10,167
shares
|
$4.8 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,152
shares
|
$4.79 Million
1.18% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
10,150
shares
|
$4.79 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
10,139
shares
|
$4.78 Million
1.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
10,125
shares
|
$4.78 Million
0.77% of portfolio
|
Q4 2024
Added 7.31%
|