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 |
|---|---|---|---|---|---|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
4,980
shares
|
$2.35 Million
1.57% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,966
shares
|
$2.35 Million
1.58% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,956
shares
|
$2.34 Million
0.46% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,947
shares
|
$2.34 Million
0.26% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
4,941
shares
|
$2.34 Million
1.24% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,940
shares
|
$2.33 Million
2.15% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,937
shares
|
$2.33 Million
0.75% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
4,932
shares
|
$2.33 Million
1.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
4,928
shares
|
$2.33 Million
0.13% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,927
shares
|
$2.33 Million
1.47% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
4,920
shares
|
$2.33 Million
0.37% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,917
shares
|
$2.32 Million
0.16% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
4,910
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
4,909
shares
|
$2.32 Million
0.77% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
4,908
shares
|
$2.32 Million
1.16% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,894
shares
|
$2.31 Million
0.86% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Arga Investment Management, LP
|
Jan 27, 2025 Q4 2024 |
4,893
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2023
Reduced 17.35%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,888
shares
|
$2.31 Million
0.99% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
4,887
shares
|
$2.31 Million
0.62% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
4,884
shares
|
$2.31 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
4,870
shares
|
$2.3 Million
1.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
4,862
shares
|
$2.3 Million
0.26% of portfolio
|
Q4 2024
Added 150.1%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
4,859
shares
|
$2.3 Million
1.26% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$2.29 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
4,853
shares
|
$2.29 Million
1.42% of portfolio
|
Q4 2024
Added 30.21%
|