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 |
|---|---|---|---|---|---|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
7,845
shares
|
$3.7 Million
1.81% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,839
shares
|
$3.7 Million
0.84% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
7,808
shares
|
$3.68 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
7,804
shares
|
$3.68 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,795
shares
|
$3.68 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
7,792
shares
|
$3.68 Million
2.67% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
7,770
shares
|
$3.67 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,767
shares
|
$3.66 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,747
shares
|
$3.65 Million
0.45% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
7,745
shares
|
$3.65 Million
0.26% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,743
shares
|
$3.65 Million
0.29% of portfolio
|
Q3 2024
Added 80.66%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
7,740
shares
|
$3.65 Million
1.44% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
7,719
shares
|
$3.64 Million
1.11% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
7,706
shares
|
$3.64 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,702
shares
|
$3.63 Million
1.4% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
7,670
shares
|
$3.62 Million
0.3% of portfolio
|
N/A
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
7,655
shares
|
$3.61 Million
1.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
7,650
shares
|
$3.61 Million
1.65% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
7,646
shares
|
$3.61 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
7,628
shares
|
$3.6 Million
1.82% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
7,626
shares
|
$3.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
7,605
shares
|
$3.59 Million
1.55% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
7,586
shares
|
$3.58 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,585
shares
|
$3.58 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
7,581
shares
|
$3.58 Million
1.78% of portfolio
|
Q4 2024
Reduced 8.4%
|