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 |
|---|---|---|---|---|---|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,922
shares
|
$1.38 Million
0.69% of portfolio
|
Q3 2024
Added 127.04%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$1.38 Million
0.65% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$1.38 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
2,918
shares
|
$1.38 Million
0.45% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
2,914
shares
|
$1.38 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,909
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,904
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,884
shares
|
$1.36 Million
0.39% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,875
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,862
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,862
shares
|
$1.35 Million
0.4% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
2,861
shares
|
$1.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,854
shares
|
$1.35 Million
0.36% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,853
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
2,852
shares
|
$1.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,850
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
2,845
shares
|
$1.34 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,841
shares
|
$1.34 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
2,840
shares
|
$1.34 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,840
shares
|
$1.34 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
2,832
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,828
shares
|
$1.34 Million
0.75% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
2,828
shares
|
$1.34 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
2,827
shares
|
$1.33 Million
0.62% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
2,825
shares
|
$1.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.42%
|