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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,534
shares
|
$1.67 Million
0.52% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
3,531
shares
|
$1.67 Million
0.47% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,525
shares
|
$1.67 Million
0.18% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
3,524
shares
|
$1.67 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$1.67 Million
0.8% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
3,521
shares
|
$1.66 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,518
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$1.66 Million
0.28% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,511
shares
|
$1.66 Million
0.22% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,509
shares
|
$1.66 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,504
shares
|
$1.66 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,501
shares
|
$1.65 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
3,500
shares
|
$1.65 Million
0.41% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,497
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,494
shares
|
$1.65 Million
0.39% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
3,494
shares
|
$1.65 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
3,492
shares
|
$1.65 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,492
shares
|
$1.65 Million
1.19% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Feb 11, 2025 Q4 2024 |
3,490
shares
|
$1.65 Million
1.2% of portfolio
|
Q4 2024
Added 58066.67%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
3,488
shares
|
$1.65 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.25%
|