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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,386
shares
|
$12.6 Million
0.86% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Jcp Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
26,378
shares
|
$12.6 Million
7.6% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
26,371
shares
|
$12.6 Million
5.62% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
26,222
shares
|
$12.6 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
26,193
shares
|
$12.5 Million
2.93% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
26,159
shares
|
$12.5 Million
11.4% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
26,041
shares
|
$12.5 Million
0.76% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
26,026
shares
|
$12.5 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
25,993
shares
|
$12.4 Million
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
25,989
shares
|
$12.4 Million
1.38% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
25,952
shares
|
$12.4 Million
1.2% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
25,888
shares
|
$12.4 Million
2.61% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Feb 14, 2025 Q4 2024 |
25,862
shares
|
$12.4 Million
6.66% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,832
shares
|
$12.4 Million
0.97% of portfolio
|
Q4 2024
Added 80.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
25,750
shares
|
$12.3 Million
0.46% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
25,738
shares
|
$12.3 Million
1.05% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
25,675
shares
|
$12.3 Million
0.57% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
25,593
shares
|
$12.3 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
25,592
shares
|
$12.3 Million
3.82% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
25,528
shares
|
$12.2 Million
3.18% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Venator Management LLC
Pittsburgh, PA |
Feb 12, 2025 Q4 2024 |
25,500
shares
|
$12.2 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
25,472
shares
|
$12.2 Million
8.9% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
25,342
shares
|
$12.1 Million
2.97% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
25,330
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
25,301
shares
|
$12.1 Million
6.45% of portfolio
|
Q4 2024
Added 0.72%
|