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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,690
shares
|
$4.84 Million
0.62% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,684
shares
|
$4.84 Million
1.17% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
9,678
shares
|
$4.84 Million
4.03% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
9,662
shares
|
$4.83 Million
3.61% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,655
shares
|
$4.83 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9,648
shares
|
$4.82 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
9,632
shares
|
$4.81 Million
1.06% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
9,628
shares
|
$4.81 Million
0.96% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Xxec, Inc.
|
Feb 06, 2025 Q4 2024 |
9,626
shares
|
$4.81 Million
3.62% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,621
shares
|
$4.81 Million
1.69% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
9,593
shares
|
$4.79 Million
3.01% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
9,580
shares
|
$4.79 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
9,579
shares
|
$4.79 Million
0.82% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
9,574
shares
|
$4.79 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
9,570
shares
|
$4.78 Million
3.21% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,560
shares
|
$4.78 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
9,550
shares
|
$4.77 Million
2.93% of portfolio
|
Q4 2023
Reduced 4.98%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
9,541
shares
|
$4.77 Million
2.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,505
shares
|
$4.75 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
9,482
shares
|
$4.74 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
9,445
shares
|
$4.72 Million
0.14% of portfolio
|
Q4 2024
Added 1595.69%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
9,443
shares
|
$4.72 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
9,432
shares
|
$4.71 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
9,428
shares
|
$4.71 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
9,428
shares
|
$4.71 Million
0.07% of portfolio
|
Q4 2024
Added 106.48%
|