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 |
|---|---|---|---|---|---|
|
Arga Investment Management, LP
|
Jan 27, 2025 Q4 2024 |
4,893
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2023
Reduced 17.35%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,888
shares
|
$2.44 Million
0.99% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
4,887
shares
|
$2.44 Million
0.62% of portfolio
|
Q3 2024
Reduced 67.37%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
4,884
shares
|
$2.44 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
4,870
shares
|
$2.43 Million
1.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
4,862
shares
|
$2.43 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
|
$2.43 Million
1.26% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$2.43 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
4,853
shares
|
$2.43 Million
1.42% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,848
shares
|
$2.42 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
4,839
shares
|
$2.42 Million
0.56% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,837
shares
|
$2.42 Million
0.09% of portfolio
|
Q4 2024
Added 231.98%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
4,835
shares
|
$2.42 Million
0.28% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
4,827
shares
|
$2.41 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,824
shares
|
$2.41 Million
0.55% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
4,815
shares
|
$2.41 Million
0.43% of portfolio
|
Q2 2024
Added 27.41%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,809
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
4,807
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2024
Added 2813.33%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
4,803
shares
|
$2.4 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,801
shares
|
$2.4 Million
1.04% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
4,792
shares
|
$2.4 Million
2.06% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4,792
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,791
shares
|
$2.39 Million
0.32% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
4,787
shares
|
$2.39 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,780
shares
|
$2.39 Million
1.97% of portfolio
|
Q4 2024
Added 10.27%
|