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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
12,327
shares
|
$5.9 Million
1.27% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
12,305
shares
|
$5.89 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
12,290
shares
|
$5.88 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
12,277
shares
|
$5.88 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
12,254
shares
|
$5.87 Million
2.33% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
12,250
shares
|
$5.86 Million
4.83% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
12,243
shares
|
$5.86 Million
0.85% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,214
shares
|
$5.85 Million
1.48% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,214
shares
|
$5.85 Million
3.21% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
12,199
shares
|
$5.84 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
12,193
shares
|
$5.84 Million
0.11% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
12,151
shares
|
$5.82 Million
1.07% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
12,147
shares
|
$5.82 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,129
shares
|
$5.81 Million
2.25% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
12,126
shares
|
$5.81 Million
0.85% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
12,121
shares
|
$5.8 Million
1.2% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
12,107
shares
|
$5.8 Million
3.28% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
12,101
shares
|
$5.79 Million
0.79% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
12,092
shares
|
$5.79 Million
1.77% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
12,085
shares
|
$5.79 Million
1.47% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,081
shares
|
$5.78 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
11,988
shares
|
$5.74 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
11,987
shares
|
$5.74 Million
4.92% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
11,983
shares
|
$5.74 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
11,916
shares
|
$5.7 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.11%
|