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 4,606 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $398 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
4,566
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
4,565
shares
|
$2.16 Million
1.54% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,558
shares
|
$2.15 Million
0.28% of portfolio
|
Q1 2023
Added 1.13%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
4,554
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
4,554
shares
|
$2.15 Million
1.32% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,545
shares
|
$2.15 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
4,545
shares
|
$2.15 Million
0.76% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,532
shares
|
$2.14 Million
0.01% of portfolio
|
N/A
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,525
shares
|
$2.14 Million
0.48% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,523
shares
|
$2.14 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
4,516
shares
|
$2.13 Million
0.64% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,515
shares
|
$2.13 Million
0.7% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,514
shares
|
$2.13 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
4,513
shares
|
$2.13 Million
0.61% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,504
shares
|
$2.13 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
4,504
shares
|
$2.13 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
4,503
shares
|
$2.13 Million
0.68% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
4,502
shares
|
$2.13 Million
0.56% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
4,502
shares
|
$2.13 Million
1.0% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
4,501
shares
|
$2.13 Million
0.13% of portfolio
|
Q1 2023
Added 32.85%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
4,479
shares
|
$2.12 Million
0.96% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,473
shares
|
$2.11 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
4,467
shares
|
$2.11 Million
0.69% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
4,466
shares
|
$2.11 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
4,463
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2024
Added 20.17%
|