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 |
|---|---|---|---|---|---|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,690
shares
|
$2.69 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,687
shares
|
$2.69 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,676
shares
|
$2.68 Million
0.33% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
5,657
shares
|
$2.67 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
5,656
shares
|
$2.67 Million
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
5,647
shares
|
$2.67 Million
0.42% of portfolio
|
Q3 2024
Added 94.93%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,645
shares
|
$2.67 Million
0.43% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
5,643
shares
|
$2.67 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
5,636
shares
|
$2.66 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
5,634
shares
|
$2.66 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
5,632
shares
|
$2.66 Million
2.46% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,625
shares
|
$2.66 Million
1.66% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
5,622
shares
|
$2.66 Million
0.76% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
5,617
shares
|
$2.65 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$2.65 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
5,600
shares
|
$2.65 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,588
shares
|
$2.64 Million
0.38% of portfolio
|
Q4 2024
Added 31.3%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
5,584
shares
|
$2.64 Million
0.71% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
5,581
shares
|
$2.64 Million
1.73% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
5,578
shares
|
$2.64 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,576
shares
|
$2.64 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,572
shares
|
$2.63 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
5,570
shares
|
$2.63 Million
2.89% of portfolio
|
Q3 2024
Reduced 29.88%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
5,560
shares
|
$2.63 Million
1.26% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
5,531
shares
|
$2.61 Million
1.63% of portfolio
|
Q3 2024
Reduced 25.35%
|