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 |
|---|---|---|---|---|---|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
9,830
shares
|
$4.64 Million
0.72% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,813
shares
|
$4.63 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,810
shares
|
$4.63 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
9,808
shares
|
$4.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,804
shares
|
$4.62 Million
0.13% of portfolio
|
Q3 2024
Added 84.29%
|
|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
9,755
shares
|
$4.6 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
9,749
shares
|
$4.6 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
9,747
shares
|
$4.6 Million
0.37% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
9,741
shares
|
$4.6 Million
0.92% of portfolio
|
N/A
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,735
shares
|
$4.59 Million
1.04% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,729
shares
|
$4.59 Million
0.69% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,728
shares
|
$4.59 Million
2.59% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,727
shares
|
$4.59 Million
2.82% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
9,720
shares
|
$4.59 Million
1.24% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,690
shares
|
$4.57 Million
0.62% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,684
shares
|
$4.57 Million
1.17% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
9,678
shares
|
$4.57 Million
4.03% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
9,662
shares
|
$4.56 Million
3.61% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,658
shares
|
$4.56 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,655
shares
|
$4.55 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9,648
shares
|
$4.55 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
9,628
shares
|
$4.54 Million
0.96% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Xxec, Inc.
|
Feb 06, 2025 Q4 2024 |
9,626
shares
|
$4.54 Million
3.62% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,625
shares
|
$4.54 Million
0.69% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,621
shares
|
$4.54 Million
1.69% of portfolio
|
Q4 2024
Added 15.18%
|