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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
7,078
shares
|
$3.28 Million
2.45% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
7,067
shares
|
$3.27 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,063
shares
|
$3.27 Million
1.64% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,061
shares
|
$3.27 Million
0.66% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
7,042
shares
|
$3.26 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,041
shares
|
$3.26 Million
1.09% of portfolio
|
Q1 2023
Added 30.27%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,026
shares
|
$3.25 Million
0.25% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,021
shares
|
$3.25 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
7,008
shares
|
$3.25 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,006
shares
|
$3.25 Million
0.27% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
7,001
shares
|
$3.24 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,999
shares
|
$3.24 Million
0.51% of portfolio
|
Q4 2022
Added 20.82%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,986
shares
|
$3.24 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,985
shares
|
$3.24 Million
3.03% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,982
shares
|
$3.23 Million
0.89% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,980
shares
|
$3.23 Million
0.99% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
6,979
shares
|
$3.23 Million
0.3% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,976
shares
|
$3.23 Million
1.81% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
6,976
shares
|
$3.23 Million
0.83% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,964
shares
|
$3.23 Million
3.93% of portfolio
|
Q1 2024
Reduced 12.72%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
6,952
shares
|
$3.22 Million
2.07% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
6,947
shares
|
$3.22 Million
0.21% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Allen Operations LLC
|
Nov 07, 2024 Q3 2024 |
6,906
shares
|
$3.2 Million
0.54% of portfolio
|
N/A
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
6,900
shares
|
$3.2 Million
1.27% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,894
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 84.86%
|