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 |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
9,038
shares
|
$4.26 Million
0.42% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
9,031
shares
|
$4.26 Million
1.17% of portfolio
|
Q4 2024
Added 74.92%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,026
shares
|
$4.26 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
9,020
shares
|
$4.26 Million
1.05% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
9,013
shares
|
$4.25 Million
3.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,001
shares
|
$4.25 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
8,989
shares
|
$4.24 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
8,985
shares
|
$4.24 Million
1.24% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
8,980
shares
|
$4.24 Million
1.24% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
8,978
shares
|
$4.24 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
8,970
shares
|
$4.23 Million
0.89% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,967
shares
|
$4.23 Million
0.08% of portfolio
|
Q3 2024
Added 157.16%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,953
shares
|
$4.22 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
8,946
shares
|
$4.22 Million
1.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,933
shares
|
$4.21 Million
0.62% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
8,906
shares
|
$4.2 Million
0.21% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
8,905
shares
|
$4.2 Million
2.91% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
8,903
shares
|
$4.2 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
8,902
shares
|
$4.2 Million
1.85% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
8,900
shares
|
$4.2 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,868
shares
|
$4.18 Million
0.55% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
8,858
shares
|
$4.18 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
8,841
shares
|
$4.17 Million
1.2% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
8,830
shares
|
$4.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
8,827
shares
|
$4.16 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.42%
|