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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,574
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,574
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Reduced 31.94%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
2,564
shares
|
$1.21 Million
0.76% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,559
shares
|
$1.21 Million
0.25% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,553
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2024
Added 407.55%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
2,551
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2024
Reduced 25.25%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,550
shares
|
$1.2 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
2,548
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,546
shares
|
$1.2 Million
0.58% of portfolio
|
Q1 2023
Added 0.55%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,542
shares
|
$1.2 Million
0.36% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
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%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
2,534
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
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
|
$1.19 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,530
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
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%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
2,527
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
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
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
2,505
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.17%
|