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 |
|---|---|---|---|---|---|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,341
shares
|
$1.58 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
3,338
shares
|
$1.58 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,336
shares
|
$1.58 Million
0.26% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,326
shares
|
$1.57 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,322
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
3,316
shares
|
$1.57 Million
0.48% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
3,308
shares
|
$1.56 Million
0.55% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
3,306
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$1.56 Million
1.33% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,295
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,290
shares
|
$1.55 Million
0.31% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
3,289
shares
|
$1.55 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,288
shares
|
$1.55 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,286
shares
|
$1.55 Million
0.89% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,280
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,277
shares
|
$1.55 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
3,277
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,273
shares
|
$1.55 Million
0.56% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
3,270
shares
|
$1.55 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
3,270
shares
|
$1.55 Million
0.67% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,263
shares
|
$1.54 Million
0.75% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,243
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
3,243
shares
|
$1.53 Million
0.4% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,233
shares
|
$1.53 Million
0.47% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,233
shares
|
$1.53 Million
0.4% of portfolio
|
Q4 2020
Added 5.94%
|