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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,993
shares
|
$1.41 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,990
shares
|
$1.41 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
2,989
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,988
shares
|
$1.41 Million
0.46% of portfolio
|
Q3 2023
Added 52.92%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,988
shares
|
$1.41 Million
0.86% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,985
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,979
shares
|
$1.41 Million
0.67% of portfolio
|
Q1 2024
Added 2.27%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
2,977
shares
|
$1.41 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
2,974
shares
|
$1.41 Million
0.21% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
2,972
shares
|
$1.4 Million
0.3% of portfolio
|
Q4 2024
Added 108.42%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,971
shares
|
$1.4 Million
0.76% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,971
shares
|
$1.4 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,970
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
2,966
shares
|
$1.4 Million
0.93% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,965
shares
|
$1.4 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
2,965
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,960
shares
|
$1.4 Million
1.81% of portfolio
|
Q4 2023
Reduced 3.49%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,953
shares
|
$1.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
2,950
shares
|
$1.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Farley Capital L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,949
shares
|
$1.39 Million
1.21% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
2,946
shares
|
$1.39 Million
0.94% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
2,944
shares
|
$1.39 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
2,937
shares
|
$1.39 Million
0.57% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
2,932
shares
|
$1.39 Million
0.56% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,926
shares
|
$1.38 Million
0.31% of portfolio
|
Q4 2024
Added 3.65%
|