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 4,436 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,457
shares
|
$3.92 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
8,443
shares
|
$3.91 Million
1.48% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
8,441
shares
|
$3.91 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,438
shares
|
$3.91 Million
1.49% of portfolio
|
Q3 2024
Added 245.68%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
8,432
shares
|
$3.91 Million
0.53% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,380
shares
|
$3.88 Million
1.35% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
8,380
shares
|
$3.88 Million
2.29% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
8,353
shares
|
$3.87 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,317
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,304
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 36.06%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
8,300
shares
|
$3.84 Million
0.83% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
8,288
shares
|
$3.84 Million
1.08% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
8,277
shares
|
$3.83 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
8,276
shares
|
$3.83 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
8,275
shares
|
$3.83 Million
0.12% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,250
shares
|
$3.82 Million
1.28% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,250
shares
|
$3.82 Million
0.49% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
8,250
shares
|
$3.82 Million
1.18% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
8,241
shares
|
$3.82 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
8,240
shares
|
$3.82 Million
1.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
8,238
shares
|
$3.82 Million
2.52% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
8,222
shares
|
$3.81 Million
1.89% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
8,219
shares
|
$3.81 Million
1.13% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,214
shares
|
$3.8 Million
0.23% of portfolio
|
Q4 2023
Reduced 9.48%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
8,213
shares
|
$3.8 Million
1.03% of portfolio
|
Q4 2024
Added 1.2%
|