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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
63,846
shares
|
$30.6 Million
0.42% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
63,744
shares
|
$30.5 Million
2.77% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
63,735
shares
|
$30.5 Million
2.31% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
63,582
shares
|
$30.4 Million
5.83% of portfolio
|
Q4 2022
Added 4.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
63,530
shares
|
$30.4 Million
0.29% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
63,465
shares
|
$30.4 Million
0.45% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
63,435
shares
|
$30.4 Million
3.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
63,010
shares
|
$30.2 Million
3.86% of portfolio
|
Q4 2024
Reduced 29.84%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
62,805
shares
|
$30.1 Million
3.93% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
62,613
shares
|
$30 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
62,486
shares
|
$29.9 Million
1.02% of portfolio
|
Q4 2024
Added 83.47%
|
|
|
Fj Investments, LLC
Salt Lake City, UT |
Feb 05, 2025 Q4 2024 |
62,288
shares
|
$29.8 Million
2.69% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
62,133
shares
|
$29.7 Million
0.23% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
62,003
shares
|
$29.7 Million
1.83% of portfolio
|
Q3 2023
Added 1.51%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
61,323
shares
|
$29.4 Million
6.96% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
61,112
shares
|
$29.3 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
61,042
shares
|
$29.2 Million
0.55% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
60,916
shares
|
$29.2 Million
1.1% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
60,853
shares
|
$29.1 Million
1.55% of portfolio
|
Q4 2022
Added 4.03%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
60,815
shares
|
$29.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,744
shares
|
$29.1 Million
0.7% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
60,711
shares
|
$29.1 Million
2.7% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
60,605
shares
|
$29 Million
2.57% of portfolio
|
Q3 2023
Reduced 0.86%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
60,487
shares
|
$29 Million
0.53% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
60,145
shares
|
$28.8 Million
0.79% of portfolio
|
Q3 2024
Reduced 14.77%
|