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 |
|---|---|---|---|---|---|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
5,081
shares
|
$2.4 Million
1.82% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
5,081
shares
|
$2.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
5,076
shares
|
$2.4 Million
0.72% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
5,073
shares
|
$2.4 Million
0.68% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
5,073
shares
|
$2.4 Million
1.36% of portfolio
|
Q2 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$2.4 Million
0.3% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,068
shares
|
$2.4 Million
1.27% of portfolio
|
Q4 2024
Added 60.23%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,057
shares
|
$2.39 Million
0.13% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,050
shares
|
$2.39 Million
0.98% of portfolio
|
Q2 2023
Added 66.01%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,048
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2024
Added 40.07%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
5,041
shares
|
$2.38 Million
1.59% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
5,038
shares
|
$2.38 Million
1.35% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,026
shares
|
$2.38 Million
0.97% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,008
shares
|
$2.37 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5,006
shares
|
$2.37 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,006
shares
|
$2.37 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,003
shares
|
$2.36 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,000
shares
|
$2.36 Million
1.92% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$2.36 Million
0.39% of portfolio
|
Q4 2023
Reduced 5.93%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,995
shares
|
$2.36 Million
0.24% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
4,991
shares
|
$2.36 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,987
shares
|
$2.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
4,986
shares
|
$2.36 Million
1.06% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,981
shares
|
$2.35 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,981
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.45%
|