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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,018
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
6,015
shares
|
$2.84 Million
0.05% of portfolio
|
N/A
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,009
shares
|
$2.83 Million
0.95% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
6,002
shares
|
$2.83 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
5,997
shares
|
$2.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
5,996
shares
|
$2.83 Million
1.12% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 11, 2025 Q4 2024 |
5,992
shares
|
$2.83 Million
0.18% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
5,980
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
5,972
shares
|
$2.82 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
5,960
shares
|
$2.81 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
5,950
shares
|
$2.81 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,950
shares
|
$2.81 Million
2.72% of portfolio
|
Q4 2024
Reduced 15.6%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
5,942
shares
|
$2.8 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
5,939
shares
|
$2.8 Million
0.53% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,924
shares
|
$2.79 Million
0.18% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5,913
shares
|
$2.79 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
5,903
shares
|
$2.78 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,899
shares
|
$2.78 Million
1.08% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
5,895
shares
|
$2.78 Million
0.57% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,887
shares
|
$2.78 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,879
shares
|
$2.77 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
5,877
shares
|
$2.77 Million
0.81% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
5,872
shares
|
$2.77 Million
1.3% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
5,867
shares
|
$2.77 Million
2.22% of portfolio
|
Q3 2024
Added 40.16%
|