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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
8,704
shares
|
$4.35 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,699
shares
|
$4.35 Million
1.44% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
8,698
shares
|
$4.35 Million
2.56% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
8,689
shares
|
$4.34 Million
1.3% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
8,686
shares
|
$4.34 Million
0.95% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
8,674
shares
|
$4.34 Million
3.24% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Feb 10, 2025 Q4 2024 |
8,673
shares
|
$4.33 Million
2.54% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
8,672
shares
|
$4.33 Million
2.14% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
8,608
shares
|
$4.3 Million
0.59% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
8,605
shares
|
$4.3 Million
13.61% of portfolio
|
Q4 2022
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
8,594
shares
|
$4.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
8,578
shares
|
$4.29 Million
0.83% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
8,558
shares
|
$4.28 Million
2.13% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
8,552
shares
|
$4.27 Million
1.58% of portfolio
|
Q1 2024
Added 17.33%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
8,550
shares
|
$4.27 Million
0.22% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,541
shares
|
$4.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
8,538
shares
|
$4.27 Million
1.92% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
8,504
shares
|
$4.25 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,501
shares
|
$4.25 Million
2.58% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
8,496
shares
|
$4.25 Million
0.18% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,496
shares
|
$4.25 Million
1.15% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,484
shares
|
$4.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.76%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
8,471
shares
|
$4.23 Million
0.83% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
8,466
shares
|
$4.23 Million
0.76% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
8,432
shares
|
$4.21 Million
0.53% of portfolio
|
Q4 2024
Added 10.11%
|