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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
8,027
shares
|
$3.79 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
8,023
shares
|
$3.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
7,999
shares
|
$3.77 Million
0.49% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,999
shares
|
$3.77 Million
1.69% of portfolio
|
Q1 2023
Reduced 14.21%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
7,995
shares
|
$3.77 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
7,988
shares
|
$3.77 Million
0.78% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
7,987
shares
|
$3.77 Million
1.51% of portfolio
|
Q4 2024
Added 23.56%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
7,982
shares
|
$3.77 Million
1.11% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,981
shares
|
$3.76 Million
0.65% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
7,976
shares
|
$3.76 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
7,972
shares
|
$3.76 Million
0.71% of portfolio
|
Q3 2024
Reduced 51.11%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
7,962
shares
|
$3.76 Million
2.45% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
7,959
shares
|
$3.75 Million
1.81% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,952
shares
|
$3.75 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
7,945
shares
|
$3.75 Million
1.55% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
7,932
shares
|
$3.74 Million
2.17% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,925
shares
|
$3.74 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
7,913
shares
|
$3.73 Million
1.3% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
7,909
shares
|
$3.73 Million
2.69% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
7,906
shares
|
$3.73 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
7,902
shares
|
$3.73 Million
0.07% of portfolio
|
Q4 2024
Added 45.18%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
7,902
shares
|
$3.73 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
7,901
shares
|
$3.73 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
7,874
shares
|
$3.71 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
7,863
shares
|
$3.71 Million
0.24% of portfolio
|
Q3 2024
Added 1.3%
|