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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
9,974
shares
|
$4.99 Million
0.95% of portfolio
|
Q4 2024
Added 12.97%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
9,973
shares
|
$4.98 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
9,966
shares
|
$4.98 Million
0.91% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
9,950
shares
|
$4.97 Million
0.66% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
9,940
shares
|
$4.97 Million
0.56% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
9,921
shares
|
$4.96 Million
3.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,903
shares
|
$4.95 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
9,892
shares
|
$4.94 Million
1.13% of portfolio
|
Q4 2024
Added 98.04%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
9,888
shares
|
$4.94 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
9,877
shares
|
$4.94 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
9,871
shares
|
$4.93 Million
0.39% of portfolio
|
Q4 2024
Added 27.48%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
9,869
shares
|
$4.93 Million
0.73% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
9,830
shares
|
$4.91 Million
0.72% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,810
shares
|
$4.9 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
9,808
shares
|
$4.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
J. Stern & Co. LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
9,755
shares
|
$4.88 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
9,749
shares
|
$4.87 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
9,747
shares
|
$4.87 Million
0.37% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
9,741
shares
|
$4.87 Million
0.92% of portfolio
|
N/A
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,735
shares
|
$4.87 Million
1.04% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,729
shares
|
$4.86 Million
0.69% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,728
shares
|
$4.86 Million
2.59% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,727
shares
|
$4.86 Million
2.82% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
9,720
shares
|
$4.86 Million
1.24% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
9,716
shares
|
$4.86 Million
1.31% of portfolio
|
Q4 2024
Added 1.2%
|