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 4,578 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $397 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,542
shares
|
$1.2 Million
0.33% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,541
shares
|
$1.2 Million
0.33% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,540
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
2,534
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,532
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2,529
shares
|
$1.19 Million
0.44% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
2,528
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2021
Reduced 25.95%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
2,527
shares
|
$1.19 Million
0.32% of portfolio
|
Q4 2024
Added 49.35%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
2,519
shares
|
$1.19 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,515
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
2,515
shares
|
$1.19 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
2,508
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
2,505
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,499
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
2,495
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 24.19%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
2,495
shares
|
$1.18 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
2,489
shares
|
$1.18 Million
0.88% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
2,488
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,487
shares
|
$1.17 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
2,484
shares
|
$1.17 Million
0.51% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,483
shares
|
$1.17 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,477
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
2,475
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,468
shares
|
$1.17 Million
0.2% of portfolio
|
Q4 2024
Added 2.32%
|