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 |
|---|---|---|---|---|---|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
8,578
shares
|
$4.05 Million
0.83% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
8,558
shares
|
$4.04 Million
2.13% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,552
shares
|
$4.03 Million
1.58% of portfolio
|
Q1 2024
Added 17.33%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
8,552
shares
|
$4.03 Million
2.59% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
8,550
shares
|
$4.03 Million
0.22% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,541
shares
|
$4.03 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
8,538
shares
|
$4.03 Million
1.92% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
8,522
shares
|
$4.02 Million
1.33% of portfolio
|
Q3 2024
Reduced 48.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
8,504
shares
|
$4.01 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,501
shares
|
$4.01 Million
2.58% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
8,471
shares
|
$4 Million
0.83% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,466
shares
|
$3.99 Million
0.76% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,457
shares
|
$3.99 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
8,443
shares
|
$3.98 Million
1.48% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,438
shares
|
$3.98 Million
1.49% of portfolio
|
Q3 2024
Added 245.68%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
8,432
shares
|
$3.98 Million
0.53% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
8,398
shares
|
$3.96 Million
1.94% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
8,380
shares
|
$3.95 Million
2.29% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,373
shares
|
$3.95 Million
1.13% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
8,367
shares
|
$3.95 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,359
shares
|
$3.94 Million
1.45% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,332
shares
|
$3.93 Million
0.12% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,317
shares
|
$3.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,316
shares
|
$3.92 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
8,300
shares
|
$3.92 Million
0.83% of portfolio
|
Q4 2024
Added 5.25%
|