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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,427
shares
|
$4.71 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
9,424
shares
|
$4.71 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
9,420
shares
|
$4.71 Million
0.08% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
9,417
shares
|
$4.71 Million
0.73% of portfolio
|
Q4 2024
Added 18.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,414
shares
|
$4.71 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
9,389
shares
|
$4.69 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,375
shares
|
$4.69 Million
0.26% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
9,362
shares
|
$4.68 Million
3.02% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,359
shares
|
$4.68 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,353
shares
|
$4.67 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
9,313
shares
|
$4.65 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
9,298
shares
|
$4.65 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
9,284
shares
|
$4.64 Million
3.51% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
9,257
shares
|
$4.63 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
9,225
shares
|
$4.61 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
9,195
shares
|
$4.6 Million
1.77% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 30, 2025 Q4 2024 |
9,193
shares
|
$4.59 Million
3.11% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
9,179
shares
|
$4.59 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
9,172
shares
|
$4.58 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
9,159
shares
|
$4.58 Million
1.26% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
9,156
shares
|
$4.58 Million
0.56% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,150
shares
|
$4.57 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
9,135
shares
|
$4.57 Million
1.21% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,129
shares
|
$4.56 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
9,124
shares
|
$4.56 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.8%
|