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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
6,820
shares
|
$3.22 Million
3.32% of portfolio
|
Q4 2024
New holding
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
6,818
shares
|
$3.22 Million
0.13% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
6,817
shares
|
$3.22 Million
0.13% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
6,801
shares
|
$3.21 Million
1.07% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,788
shares
|
$3.2 Million
0.7% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
6,787
shares
|
$3.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,779
shares
|
$3.2 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,779
shares
|
$3.2 Million
1.57% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,759
shares
|
$3.19 Million
0.29% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
6,756
shares
|
$3.19 Million
0.2% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
6,752
shares
|
$3.19 Million
1.17% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,750
shares
|
$3.18 Million
0.64% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
6,744
shares
|
$3.18 Million
0.75% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
6,742
shares
|
$3.18 Million
0.27% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,741
shares
|
$3.18 Million
2.43% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
6,740
shares
|
$3.18 Million
0.75% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
6,739
shares
|
$3.18 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
6,729
shares
|
$3.17 Million
0.97% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
6,725
shares
|
$3.17 Million
1.6% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
6,700
shares
|
$3.16 Million
2.32% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
6,696
shares
|
$3.16 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,694
shares
|
$3.16 Million
2.93% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,693
shares
|
$3.16 Million
0.48% of portfolio
|
Q4 2024
Added 72.77%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
6,675
shares
|
$3.15 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,673
shares
|
$3.15 Million
0.27% of portfolio
|
Q4 2024
Added 2.76%
|