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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
9,599
shares
|
$4.53 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
9,593
shares
|
$4.53 Million
3.01% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
9,580
shares
|
$4.52 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
9,579
shares
|
$4.52 Million
0.82% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
9,574
shares
|
$4.52 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
9,570
shares
|
$4.51 Million
3.21% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
9,566
shares
|
$4.51 Million
0.74% of portfolio
|
Q3 2024
Reduced 49.68%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
9,550
shares
|
$4.51 Million
2.93% of portfolio
|
Q4 2023
Reduced 4.98%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
9,541
shares
|
$4.5 Million
2.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,505
shares
|
$4.48 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
9,482
shares
|
$4.47 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
9,443
shares
|
$4.45 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
9,432
shares
|
$4.45 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
9,428
shares
|
$4.45 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,427
shares
|
$4.45 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,424
shares
|
$4.45 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
9,417
shares
|
$4.44 Million
0.73% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,414
shares
|
$4.44 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
9,385
shares
|
$4.43 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,375
shares
|
$4.42 Million
0.26% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
9,365
shares
|
$4.42 Million
0.63% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,359
shares
|
$4.41 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,353
shares
|
$4.41 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
9,313
shares
|
$4.39 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,298
shares
|
$4.39 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.9%
|