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 |
|---|---|---|---|---|---|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
9,284
shares
|
$4.38 Million
3.51% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
9,257
shares
|
$4.37 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
9,195
shares
|
$4.34 Million
1.77% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
9,193
shares
|
$4.34 Million
3.11% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
9,179
shares
|
$4.33 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,172
shares
|
$4.33 Million
0.75% of portfolio
|
Q3 2024
Reduced 29.48%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,172
shares
|
$4.33 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
9,159
shares
|
$4.32 Million
1.26% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
9,156
shares
|
$4.32 Million
0.56% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,150
shares
|
$4.32 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,135
shares
|
$4.31 Million
1.21% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,129
shares
|
$4.31 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,126
shares
|
$4.31 Million
3.3% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
9,119
shares
|
$4.3 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,099
shares
|
$4.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
9,096
shares
|
$4.29 Million
2.66% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
9,079
shares
|
$4.28 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,074
shares
|
$4.28 Million
0.65% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
9,074
shares
|
$4.28 Million
2.58% of portfolio
|
Q3 2023
Reduced 68.39%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,069
shares
|
$4.28 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
9,067
shares
|
$4.28 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
9,060
shares
|
$4.27 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,050
shares
|
$4.27 Million
0.36% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
9,040
shares
|
$4.26 Million
1.86% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
9,038
shares
|
$4.26 Million
0.42% of portfolio
|
Q4 2024
Added 7.07%
|