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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
7,733
shares
|
$3.87 Million
0.38% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
7,714
shares
|
$3.86 Million
1.16% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
7,707
shares
|
$3.85 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
7,706
shares
|
$3.85 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
7,702
shares
|
$3.85 Million
1.4% of portfolio
|
Q4 2022
Reduced 2.01%
|
|
|
Hikari Power LTD
|
Feb 03, 2025 Q4 2024 |
7,670
shares
|
$3.83 Million
0.3% of portfolio
|
N/A
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
7,655
shares
|
$3.83 Million
1.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
7,655
shares
|
$3.83 Million
0.33% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
7,650
shares
|
$3.82 Million
1.65% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
7,646
shares
|
$3.82 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
7,628
shares
|
$3.81 Million
1.82% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
7,626
shares
|
$3.81 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
7,605
shares
|
$3.8 Million
1.55% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,596
shares
|
$3.8 Million
0.5% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
7,586
shares
|
$3.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
7,581
shares
|
$3.79 Million
1.78% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,579
shares
|
$3.79 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
7,569
shares
|
$3.78 Million
1.06% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,567
shares
|
$3.78 Million
0.54% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,551
shares
|
$3.77 Million
0.23% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,531
shares
|
$3.76 Million
2.26% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
7,529
shares
|
$3.76 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
7,513
shares
|
$3.76 Million
1.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,508
shares
|
$3.75 Million
0.12% of portfolio
|
Q2 2023
Added 3.7%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
7,502
shares
|
$3.75 Million
1.12% of portfolio
|
Q4 2024
Added 9.1%
|