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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
10,104
shares
|
$4.77 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,099
shares
|
$4.76 Million
6.18% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,079
shares
|
$4.75 Million
0.46% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,055
shares
|
$4.74 Million
0.32% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,054
shares
|
$4.74 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
10,038
shares
|
$4.74 Million
4.29% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
10,037
shares
|
$4.73 Million
0.17% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
10,031
shares
|
$4.73 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
10,029
shares
|
$4.73 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,010
shares
|
$4.72 Million
1.19% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
10,007
shares
|
$4.72 Million
1.83% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
10,005
shares
|
$4.72 Million
1.11% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,003
shares
|
$4.72 Million
2.99% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
9,986
shares
|
$4.71 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
9,979
shares
|
$4.71 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$4.71 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
9,974
shares
|
$4.71 Million
0.95% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
9,973
shares
|
$4.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
9,966
shares
|
$4.7 Million
0.91% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
9,940
shares
|
$4.69 Million
0.56% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
9,921
shares
|
$4.68 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,903
shares
|
$4.67 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
9,900
shares
|
$4.67 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
9,892
shares
|
$4.67 Million
1.13% of portfolio
|
Q4 2024
Added 98.04%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
9,877
shares
|
$4.66 Million
1.47% of portfolio
|
Q4 2024
New holding
|