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 4,606 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $398 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1922 Investment CO LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,205
shares
|
$2.93 Million
87.95% of portfolio
|
Q2 2024
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,194
shares
|
$2.92 Million
2.96% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,193
shares
|
$2.92 Million
1.64% of portfolio
|
Q1 2024
Added 15.69%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
6,187
shares
|
$2.92 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
6,177
shares
|
$2.91 Million
1.75% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
6,155
shares
|
$2.9 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,147
shares
|
$2.9 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$2.9 Million
0.31% of portfolio
|
Q3 2024
Added 51.07%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
6,138
shares
|
$2.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,133
shares
|
$2.89 Million
0.52% of portfolio
|
Q4 2024
Added 129.7%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
6,129
shares
|
$2.89 Million
1.1% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,123
shares
|
$2.89 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
6,108
shares
|
$2.88 Million
0.78% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
6,107
shares
|
$2.88 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,095
shares
|
$2.88 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
6,094
shares
|
$2.87 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,054
shares
|
$2.86 Million
1.16% of portfolio
|
Q4 2023
Added 13.26%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
6,052
shares
|
$2.85 Million
0.57% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
6,051
shares
|
$2.85 Million
0.78% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
6,049
shares
|
$2.85 Million
1.57% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
6,046
shares
|
$2.85 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,046
shares
|
$2.85 Million
0.4% of portfolio
|
Q3 2024
Added 179.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,043
shares
|
$2.85 Million
0.31% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,039
shares
|
$2.85 Million
0.61% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,025
shares
|
$2.84 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.55%
|