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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
6,051
shares
|
$2.8 Million
0.78% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
6,046
shares
|
$2.8 Million
0.4% of portfolio
|
Q3 2024
Added 179.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,043
shares
|
$2.8 Million
0.31% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,039
shares
|
$2.8 Million
0.61% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,025
shares
|
$2.79 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,018
shares
|
$2.79 Million
0.05% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Provident Trust CO
|
Nov 01, 2024 Q3 2024 |
6,015
shares
|
$2.79 Million
0.05% of portfolio
|
N/A
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
6,013
shares
|
$2.79 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
6,000
shares
|
$2.78 Million
0.65% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
5,996
shares
|
$2.78 Million
1.12% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
5,980
shares
|
$2.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
5,972
shares
|
$2.77 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 42.1%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
5,950
shares
|
$2.76 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
5,942
shares
|
$2.75 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,938
shares
|
$2.75 Million
0.48% of portfolio
|
Q3 2024
Reduced 83.03%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
5,924
shares
|
$2.74 Million
0.18% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,899
shares
|
$2.73 Million
1.08% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
5,895
shares
|
$2.73 Million
0.57% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,891
shares
|
$2.73 Million
0.66% of portfolio
|
Q2 2024
Added 106.48%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,887
shares
|
$2.73 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
5,867
shares
|
$2.72 Million
2.23% of portfolio
|
Q3 2024
Added 40.16%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
5,836
shares
|
$2.7 Million
1.77% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
5,834
shares
|
$2.7 Million
2.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
5,831
shares
|
$2.7 Million
1.34% of portfolio
|
Q3 2024
Added 10.79%
|