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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,930
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
3,926
shares
|
$1.86 Million
0.24% of portfolio
|
Q4 2024
Reduced 47.91%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,908
shares
|
$1.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
3,908
shares
|
$1.85 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
3,906
shares
|
$1.85 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
3,905
shares
|
$1.85 Million
0.6% of portfolio
|
Q4 2024
Added 415.17%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
3,902
shares
|
$1.84 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,893
shares
|
$1.84 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,891
shares
|
$1.84 Million
0.98% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,885
shares
|
$1.84 Million
0.41% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
3,884
shares
|
$1.84 Million
0.82% of portfolio
|
Q2 2023
Added 14.44%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,883
shares
|
$1.84 Million
0.36% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,878
shares
|
$1.83 Million
0.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
3,877
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
3,876
shares
|
$1.83 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,875
shares
|
$1.83 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,875
shares
|
$1.83 Million
0.51% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,874
shares
|
$1.83 Million
0.86% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
3,873
shares
|
$1.83 Million
3.08% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
3,868
shares
|
$1.83 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
3,859
shares
|
$1.82 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,857
shares
|
$1.82 Million
0.43% of portfolio
|
Q3 2024
Added 135.18%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
3,851
shares
|
$1.82 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,845
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
3,842
shares
|
$1.82 Million
0.9% of portfolio
|
Q4 2024
Added 4.6%
|