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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
5,390
shares
|
$2.55 Million
0.25% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5,390
shares
|
$2.55 Million
0.2% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
5,384
shares
|
$2.54 Million
1.67% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
5,379
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
5,373
shares
|
$2.54 Million
0.69% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,372
shares
|
$2.54 Million
1.27% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,368
shares
|
$2.54 Million
0.49% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
5,365
shares
|
$2.54 Million
0.23% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
5,365
shares
|
$2.54 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
5,330
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
5,315
shares
|
$2.51 Million
2.64% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,311
shares
|
$2.51 Million
0.55% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
5,305
shares
|
$2.51 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,304
shares
|
$2.51 Million
1.12% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
5,283
shares
|
$2.5 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
5,279
shares
|
$2.49 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
5,268
shares
|
$2.49 Million
1.79% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,263
shares
|
$2.49 Million
1.07% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
5,260
shares
|
$2.49 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,250
shares
|
$2.48 Million
0.63% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,250
shares
|
$2.48 Million
1.91% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,246
shares
|
$2.48 Million
1.67% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,245
shares
|
$2.48 Million
0.38% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
5,241
shares
|
$2.48 Million
0.53% of portfolio
|
Q3 2024
Added 0.02%
|