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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,999
shares
|
$3.3 Million
0.51% of portfolio
|
Q4 2022
Added 20.82%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,986
shares
|
$3.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,985
shares
|
$3.3 Million
3.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,982
shares
|
$3.29 Million
0.89% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
6,979
shares
|
$3.29 Million
0.3% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,976
shares
|
$3.29 Million
1.81% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
6,976
shares
|
$3.29 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,964
shares
|
$3.29 Million
3.93% of portfolio
|
Q1 2024
Reduced 12.72%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
6,952
shares
|
$3.28 Million
2.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
6,951
shares
|
$3.28 Million
0.15% of portfolio
|
Q4 2024
Reduced 49.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
6,933
shares
|
$3.27 Million
0.3% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Allen Operations LLC
|
Feb 10, 2025 Q4 2024 |
6,906
shares
|
$3.26 Million
0.5% of portfolio
|
N/A
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
6,901
shares
|
$3.26 Million
2.1% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,894
shares
|
$3.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,885
shares
|
$3.25 Million
1.38% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,884
shares
|
$3.25 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,870
shares
|
$3.24 Million
0.44% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,853
shares
|
$3.23 Million
0.63% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,850
shares
|
$3.23 Million
2.18% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,841
shares
|
$3.23 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
6,839
shares
|
$3.23 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
6,833
shares
|
$3.22 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
6,825
shares
|
$3.22 Million
0.97% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
6,820
shares
|
$3.22 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,820
shares
|
$3.22 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.22%
|