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 |
|---|---|---|---|---|---|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
7,387
shares
|
$3.48 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
7,367
shares
|
$3.48 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
7,358
shares
|
$3.47 Million
2.56% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,355
shares
|
$3.47 Million
0.22% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,328
shares
|
$3.46 Million
1.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,326
shares
|
$3.46 Million
0.23% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
7,322
shares
|
$3.45 Million
0.76% of portfolio
|
Q4 2024
Reduced 33.24%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
7,298
shares
|
$3.44 Million
0.24% of portfolio
|
Q4 2024
Added 1040.31%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
7,296
shares
|
$3.44 Million
1.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
7,291
shares
|
$3.44 Million
0.19% of portfolio
|
Q4 2023
Added 0.75%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,290
shares
|
$3.44 Million
0.56% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
7,286
shares
|
$3.44 Million
1.57% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
7,284
shares
|
$3.44 Million
4.26% of portfolio
|
Q4 2024
Added 247.85%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
7,278
shares
|
$3.43 Million
0.94% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
7,251
shares
|
$3.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
7,246
shares
|
$3.42 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
7,225
shares
|
$3.41 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,221
shares
|
$3.41 Million
0.22% of portfolio
|
Q4 2022
Reduced 10.23%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,206
shares
|
$3.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
7,179
shares
|
$3.39 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
7,173
shares
|
$3.38 Million
4.34% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
7,173
shares
|
$3.38 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
7,170
shares
|
$3.38 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
7,162
shares
|
$3.38 Million
1.78% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,160
shares
|
$3.38 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.48%
|