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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,738
shares
|
$1.29 Million
0.42% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
2,737
shares
|
$1.29 Million
0.89% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,735
shares
|
$1.29 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,733
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2023
Added 1.6%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,732
shares
|
$1.29 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,727
shares
|
$1.29 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,725
shares
|
$1.29 Million
0.48% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,725
shares
|
$1.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,722
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
2,711
shares
|
$1.28 Million
0.99% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
2,709
shares
|
$1.28 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
2,704
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
2,700
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
2,698
shares
|
$1.27 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
2,696
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,691
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,689
shares
|
$1.27 Million
0.59% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,689
shares
|
$1.27 Million
0.44% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,682
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
2,682
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
2,680
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2024
Reduced 93.59%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
2,680
shares
|
$1.27 Million
0.72% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
2,666
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,660
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
2,659
shares
|
$1.26 Million
0.62% of portfolio
|
Q4 2024
Added 163.53%
|