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 |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
6,656
shares
|
$3.14 Million
1.71% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
6,642
shares
|
$3.13 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,589
shares
|
$3.11 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
6,561
shares
|
$3.1 Million
0.29% of portfolio
|
Q4 2024
Added 37.87%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
6,555
shares
|
$3.09 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
6,548
shares
|
$3.09 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,547
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,547
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
6,535
shares
|
$3.08 Million
0.97% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
6,516
shares
|
$3.07 Million
0.66% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,443
shares
|
$3.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,428
shares
|
$3.03 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
6,417
shares
|
$3.03 Million
1.77% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
6,417
shares
|
$3.03 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
6,415
shares
|
$3.03 Million
0.58% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
6,411
shares
|
$3.02 Million
0.32% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
6,410
shares
|
$3.02 Million
0.63% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,409
shares
|
$3.02 Million
0.53% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
6,402
shares
|
$3.02 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
6,397
shares
|
$3.02 Million
0.65% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
6,392
shares
|
$3.02 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
6,391
shares
|
$3.01 Million
1.77% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,389
shares
|
$3.01 Million
0.26% of portfolio
|
Q4 2023
Added 1.74%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
6,375
shares
|
$3.01 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.01%
|