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 4,777 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 $416 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
188,801
shares
|
$90.4 Million
7.23% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
185,137
shares
|
$88.6 Million
0.76% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
183,346
shares
|
$87.8 Million
0.01% of portfolio
|
Q4 2024
Added 32.21%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
182,032
shares
|
$87.1 Million
3.78% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
181,527
shares
|
$86.9 Million
1.22% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
180,890
shares
|
$86.6 Million
2.66% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
180,607
shares
|
$86.5 Million
0.53% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
180,184
shares
|
$86.3 Million
46.61% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Feb 14, 2025 Q4 2024 |
180,000
shares
|
$86.2 Million
3.35% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
178,008
shares
|
$85.2 Million
4.7% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
177,359
shares
|
$84.9 Million
2.69% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
177,128
shares
|
$84.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Feb 14, 2025 Q4 2024 |
176,800
shares
|
$84.6 Million
9.65% of portfolio
|
Q1 2023
Added 5.63%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
175,267
shares
|
$83.9 Million
2.98% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
174,794
shares
|
$83.7 Million
1.4% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
174,629
shares
|
$83.6 Million
4.55% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
173,722
shares
|
$83.2 Million
1.57% of portfolio
|
Q4 2024
Added 46.25%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
172,824
shares
|
$82.7 Million
0.82% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
170,303
shares
|
$81.5 Million
0.19% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
170,286
shares
|
$81.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
170,053
shares
|
$81.4 Million
1.19% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
169,655
shares
|
$81.2 Million
9.91% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Canoe Financial LP
Calgary, A0 |
Jan 15, 2025 Q4 2024 |
168,947
shares
|
$80.9 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
168,124
shares
|
$80.5 Million
8.36% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
167,410
shares
|
$80.1 Million
5.85% of portfolio
|
Q4 2024
Reduced 0.05%
|