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 4,781 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
3,106
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,102
shares
|
$1.49 Million
0.47% of portfolio
|
N/A
|
|
|
Old Well Partners, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,100
shares
|
$1.48 Million
2.68% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,099
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,099
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 49.06%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,091
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2023
Added 3.79%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
3,090
shares
|
$1.48 Million
0.53% of portfolio
|
Q4 2023
Reduced 62.38%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,087
shares
|
$1.48 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
3,085
shares
|
$1.48 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
3,082
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
3,082
shares
|
$1.48 Million
0.89% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,075
shares
|
$1.47 Million
0.22% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,073
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,073
shares
|
$1.47 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
3,071
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
3,071
shares
|
$1.47 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
3,070
shares
|
$1.47 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
3,066
shares
|
$1.47 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,066
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,066
shares
|
$1.47 Million
0.28% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,062
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
3,062
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,049
shares
|
$1.46 Million
0.65% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
3,047
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,045
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.23%
|