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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,759
shares
|
$3.38 Million
0.29% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
6,756
shares
|
$3.38 Million
0.2% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,750
shares
|
$3.37 Million
0.64% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
6,744
shares
|
$3.37 Million
0.75% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
6,742
shares
|
$3.37 Million
0.27% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,741
shares
|
$3.37 Million
2.43% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
6,740
shares
|
$3.37 Million
0.75% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
6,739
shares
|
$3.37 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
6,737
shares
|
$3.37 Million
0.18% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
6,729
shares
|
$3.36 Million
0.97% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,726
shares
|
$3.36 Million
2.63% of portfolio
|
Q4 2024
Reduced 26.3%
|
|
|
Mad River Investors
|
Jan 16, 2025 Q4 2024 |
6,725
shares
|
$3.36 Million
1.6% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
6,700
shares
|
$3.35 Million
2.32% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,698
shares
|
$3.35 Million
0.2% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
6,696
shares
|
$3.35 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
6,696
shares
|
$3.35 Million
3.43% of portfolio
|
Q4 2024
New holding
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
6,694
shares
|
$3.35 Million
2.93% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,693
shares
|
$3.35 Million
0.48% of portfolio
|
Q4 2024
Added 72.77%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
6,675
shares
|
$3.34 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
6,673
shares
|
$3.34 Million
0.27% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,667
shares
|
$3.33 Million
1.21% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,667
shares
|
$3.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.84%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
6,656
shares
|
$3.33 Million
1.71% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
6,600
shares
|
$3.3 Million
0.76% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,589
shares
|
$3.29 Million
0.41% of portfolio
|
Q4 2024
Reduced 17.04%
|