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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$1.72 Million
0.4% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
3,628
shares
|
$1.71 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
3,628
shares
|
$1.71 Million
0.8% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,626
shares
|
$1.71 Million
0.61% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,605
shares
|
$1.7 Million
0.54% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,602
shares
|
$1.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
3,599
shares
|
$1.7 Million
0.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
3,598
shares
|
$1.7 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,595
shares
|
$1.7 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,594
shares
|
$1.7 Million
1.0% of portfolio
|
Q4 2024
Added 46.87%
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,593
shares
|
$1.7 Million
0.4% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
3,585
shares
|
$1.69 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Penbrook Management LLC
|
Jan 23, 2025 Q4 2024 |
3,580
shares
|
$1.69 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,573
shares
|
$1.69 Million
0.21% of portfolio
|
Q4 2024
Added 88.75%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,571
shares
|
$1.69 Million
1.36% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
3,569
shares
|
$1.69 Million
0.38% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,565
shares
|
$1.68 Million
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
3,553
shares
|
$1.68 Million
0.86% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
3,547
shares
|
$1.68 Million
1.52% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
3,547
shares
|
$1.68 Million
0.41% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
3,546
shares
|
$1.68 Million
1.55% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
3,538
shares
|
$1.67 Million
0.24% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,537
shares
|
$1.67 Million
0.65% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
3,536
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.26%
|