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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,579
shares
|
$3.58 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
7,569
shares
|
$3.57 Million
1.06% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
7,554
shares
|
$3.56 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,531
shares
|
$3.55 Million
2.26% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
7,529
shares
|
$3.55 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,518
shares
|
$3.55 Million
0.34% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
7,513
shares
|
$3.54 Million
1.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,508
shares
|
$3.54 Million
0.12% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
7,502
shares
|
$3.54 Million
1.12% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,502
shares
|
$3.54 Million
2.47% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
7,500
shares
|
$3.54 Million
3.27% of portfolio
|
Q3 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
7,497
shares
|
$3.54 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
7,485
shares
|
$3.53 Million
1.67% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
7,477
shares
|
$3.53 Million
0.96% of portfolio
|
Q3 2024
Reduced 53.34%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
7,465
shares
|
$3.52 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
7,459
shares
|
$3.52 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
7,458
shares
|
$3.52 Million
0.9% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
7,455
shares
|
$3.52 Million
1.3% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
7,452
shares
|
$3.52 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
7,450
shares
|
$3.51 Million
0.09% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
7,448
shares
|
$3.51 Million
2.28% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
7,436
shares
|
$3.51 Million
1.31% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
7,423
shares
|
$3.5 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
7,418
shares
|
$3.5 Million
1.95% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
7,408
shares
|
$3.49 Million
0.37% of portfolio
|
Q3 2024
Added 1.91%
|