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 4,693 institutions that hold shares in the stock, with a total of 849 Million shares, which have been reported (via 13F filing form) to have a value of $401 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,784
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
2,778
shares
|
$1.31 Million
0.52% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,770
shares
|
$1.31 Million
0.61% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,770
shares
|
$1.31 Million
0.27% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
2,770
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Added 24.77%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
2,770
shares
|
$1.31 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
2,766
shares
|
$1.3 Million
0.35% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
2,764
shares
|
$1.3 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
2,761
shares
|
$1.3 Million
0.53% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,760
shares
|
$1.3 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
2,759
shares
|
$1.3 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
2,758
shares
|
$1.3 Million
0.84% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
2,757
shares
|
$1.3 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
2,756
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,749
shares
|
$1.3 Million
0.33% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
2,747
shares
|
$1.3 Million
0.59% of portfolio
|
Q4 2024
Added 177.47%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,738
shares
|
$1.29 Million
0.42% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
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%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,731
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
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
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.02%
|