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 |
|---|---|---|---|---|---|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
3,071
shares
|
$1.45 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
3,070
shares
|
$1.45 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,066
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,066
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
3,066
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,065
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
3,061
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,049
shares
|
$1.44 Million
0.65% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,045
shares
|
$1.44 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,042
shares
|
$1.44 Million
0.31% of portfolio
|
Q1 2024
Added 7.38%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
3,037
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,035
shares
|
$1.43 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,033
shares
|
$1.43 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
3,032
shares
|
$1.43 Million
1.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
3,030
shares
|
$1.43 Million
0.3% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
3,028
shares
|
$1.43 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
3,028
shares
|
$1.43 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
3,023
shares
|
$1.43 Million
0.22% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,009
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2024
Reduced 35.83%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
3,009
shares
|
$1.42 Million
0.49% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,006
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,003
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$1.42 Million
1.75% of portfolio
|
Q1 2024
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
3,000
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
2,999
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.64%
|