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 |
|---|---|---|---|---|---|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
54,321
shares
|
$26 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
54,272
shares
|
$26 Million
1.67% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
54,221
shares
|
$26 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
53,651
shares
|
$25.7 Million
2.46% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
53,590
shares
|
$25.7 Million
17.93% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
53,486
shares
|
$25.6 Million
1.15% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
53,476
shares
|
$25.6 Million
0.38% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,472
shares
|
$25.6 Million
4.17% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
53,466
shares
|
$25.6 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
53,436
shares
|
$25.6 Million
6.44% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
53,292
shares
|
$25.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Feb 14, 2025 Q4 2024 |
53,239
shares
|
$25.5 Million
1.92% of portfolio
|
Q4 2023
Added 117.84%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
53,149
shares
|
$25.4 Million
0.6% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
53,112
shares
|
$25.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
53,059
shares
|
$25.4 Million
5.05% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
52,979
shares
|
$25.4 Million
2.85% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
52,895
shares
|
$25.3 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
52,512
shares
|
$25.1 Million
5.45% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,366
shares
|
$25.1 Million
0.49% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
52,029
shares
|
$24.9 Million
0.62% of portfolio
|
Q1 2024
Added 2.21%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
52,000
shares
|
$24.9 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
51,996
shares
|
$24.9 Million
9.72% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
51,935
shares
|
$24.9 Million
6.08% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
51,744
shares
|
$24.8 Million
1.48% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
51,510
shares
|
$24.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.78%
|