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 4,787 institutions that hold shares in the stock, with a total of 864 Million shares, which have been reported (via 13F filing form) to have a value of $432 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$2.5 Million
0.39% of portfolio
|
Q4 2023
Reduced 5.93%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
4,991
shares
|
$2.49 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,987
shares
|
$2.49 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,981
shares
|
$2.49 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
4,980
shares
|
$2.49 Million
1.57% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,971
shares
|
$2.48 Million
1.14% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
4,966
shares
|
$2.48 Million
1.58% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,964
shares
|
$2.48 Million
0.29% of portfolio
|
Q2 2023
Added 8.91%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,956
shares
|
$2.48 Million
0.46% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,947
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
4,943
shares
|
$2.47 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
4,941
shares
|
$2.47 Million
1.24% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,940
shares
|
$2.47 Million
2.15% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,937
shares
|
$2.47 Million
0.75% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
4,932
shares
|
$2.47 Million
1.0% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
4,928
shares
|
$2.46 Million
0.13% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,927
shares
|
$2.46 Million
1.47% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
4,920
shares
|
$2.46 Million
0.37% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,917
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
4,910
shares
|
$2.45 Million
0.58% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
4,909
shares
|
$2.45 Million
0.77% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
4,908
shares
|
$2.45 Million
1.16% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
4,908
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
4,908
shares
|
$2.45 Million
0.9% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,894
shares
|
$2.45 Million
0.86% of portfolio
|
Q4 2024
Added 24.88%
|