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 4,783 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 $432 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,421
shares
|
$5.21 Million
1.52% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,411
shares
|
$5.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
10,406
shares
|
$5.2 Million
2.57% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
10,400
shares
|
$5.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,387
shares
|
$5.19 Million
0.24% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
10,384
shares
|
$5.19 Million
3.26% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
10,383
shares
|
$5.19 Million
0.59% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
10,373
shares
|
$5.18 Million
0.55% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
10,363
shares
|
$5.18 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
10,323
shares
|
$5.16 Million
1.05% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
10,311
shares
|
$5.15 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
10,303
shares
|
$5.15 Million
2.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,302
shares
|
$5.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
10,302
shares
|
$5.15 Million
1.77% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
10,290
shares
|
$5.14 Million
0.98% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
10,241
shares
|
$5.12 Million
0.74% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
10,239
shares
|
$5.12 Million
2.55% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
10,237
shares
|
$5.12 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,232
shares
|
$5.11 Million
2.09% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
10,230
shares
|
$5.11 Million
0.26% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
10,230
shares
|
$5.11 Million
1.41% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
10,220
shares
|
$5.11 Million
3.15% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
10,214
shares
|
$5.11 Million
0.75% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,209
shares
|
$5.1 Million
3.08% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
10,205
shares
|
$5.1 Million
0.79% of portfolio
|
Q4 2024
Added 2.06%
|