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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,193
shares
|
$3.1 Million
1.12% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,193
shares
|
$3.1 Million
1.65% of portfolio
|
Q1 2024
Added 15.69%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
6,187
shares
|
$3.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
6,177
shares
|
$3.09 Million
1.75% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
6,155
shares
|
$3.08 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
6,138
shares
|
$3.07 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,133
shares
|
$3.07 Million
0.52% of portfolio
|
Q4 2024
Added 129.7%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,123
shares
|
$3.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
6,121
shares
|
$3.06 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
6,108
shares
|
$3.05 Million
0.78% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
6,107
shares
|
$3.05 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,095
shares
|
$3.05 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
6,094
shares
|
$3.05 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
6,055
shares
|
$3.03 Million
1.76% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,054
shares
|
$3.03 Million
1.16% of portfolio
|
Q4 2023
Added 13.26%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
6,051
shares
|
$3.02 Million
0.78% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,050
shares
|
$3.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
6,049
shares
|
$3.02 Million
1.57% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
6,046
shares
|
$3.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,043
shares
|
$3.02 Million
0.31% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,025
shares
|
$3.01 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Provident Trust CO
|
Jan 31, 2025 Q4 2024 |
6,015
shares
|
$3.01 Million
0.05% of portfolio
|
N/A
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,009
shares
|
$3 Million
0.95% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
1922 Investment CO LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,002
shares
|
$3 Million
89.33% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
6,002
shares
|
$3 Million
2.42% of portfolio
|
Q4 2024
New holding
|