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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
9,119
shares
|
$4.56 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
9,099
shares
|
$4.55 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
9,096
shares
|
$4.55 Million
2.66% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
9,079
shares
|
$4.54 Million
1.82% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,074
shares
|
$4.54 Million
0.65% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
9,074
shares
|
$4.54 Million
2.58% of portfolio
|
Q3 2023
Reduced 68.39%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,069
shares
|
$4.53 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
9,067
shares
|
$4.53 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
9,060
shares
|
$4.53 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
9,050
shares
|
$4.52 Million
0.36% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,045
shares
|
$4.52 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
9,040
shares
|
$4.52 Million
1.86% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
9,038
shares
|
$4.52 Million
0.42% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
9,031
shares
|
$4.51 Million
1.17% of portfolio
|
Q4 2024
Added 74.92%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,026
shares
|
$4.51 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
9,024
shares
|
$4.51 Million
0.19% of portfolio
|
Q4 2024
Reduced 36.99%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
9,020
shares
|
$4.51 Million
1.05% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,001
shares
|
$4.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$4.5 Million
0.35% of portfolio
|
Q4 2024
Added 350.0%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
8,989
shares
|
$4.49 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
8,985
shares
|
$4.49 Million
1.24% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
8,980
shares
|
$4.49 Million
1.24% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
8,978
shares
|
$4.49 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
8,970
shares
|
$4.48 Million
0.89% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
8,946
shares
|
$4.47 Million
1.01% of portfolio
|
Q4 2024
Added 0.15%
|