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 4,787 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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
5,101
shares
|
$2.55 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Feb 13, 2025 Q4 2024 |
5,100
shares
|
$2.55 Million
0.77% of portfolio
|
Q2 2024
Reduced 16.53%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
5,097
shares
|
$2.55 Million
0.42% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,094
shares
|
$2.55 Million
1.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
5,093
shares
|
$2.55 Million
0.46% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
5,092
shares
|
$2.55 Million
0.99% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,086
shares
|
$2.54 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
5,085
shares
|
$2.54 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
5,081
shares
|
$2.54 Million
1.82% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
5,073
shares
|
$2.54 Million
0.68% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
5,073
shares
|
$2.54 Million
1.36% of portfolio
|
Q2 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,070
shares
|
$2.53 Million
0.3% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,068
shares
|
$2.53 Million
1.27% of portfolio
|
Q4 2024
Added 60.23%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,061
shares
|
$2.53 Million
1.77% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
5,057
shares
|
$2.53 Million
0.13% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,050
shares
|
$2.52 Million
0.98% of portfolio
|
Q2 2023
Added 66.01%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,048
shares
|
$2.52 Million
0.56% of portfolio
|
Q4 2024
Added 40.07%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
5,041
shares
|
$2.52 Million
1.59% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,026
shares
|
$2.51 Million
0.97% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,008
shares
|
$2.5 Million
0.41% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5,006
shares
|
$2.5 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,006
shares
|
$2.5 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,003
shares
|
$2.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,000
shares
|
$2.5 Million
1.92% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$2.5 Million
0.28% of portfolio
|
Q4 2024
New holding
|