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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
2,170
shares
|
$1.02 Million
0.33% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,170
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2024
Added 31.52%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,169
shares
|
$1.02 Million
0.67% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,164
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2023
Added 96.55%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,160
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,158
shares
|
$1.02 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,156
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
2,156
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
2,155
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Added 84.98%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,151
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Added 127.14%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,151
shares
|
$1.02 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
2,150
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,150
shares
|
$1.02 Million
0.38% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,148
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,146
shares
|
$1.01 Million
0.76% of portfolio
|
Q4 2024
Added 84.52%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,138
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,138
shares
|
$1.01 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,135
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
2,133
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,133
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
2,126
shares
|
$1 Million
0.32% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,125
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
2,122
shares
|
$1 Million
0.61% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,116
shares
|
$998,984
0.61% of portfolio
|
Q4 2024
Added 8.96%
|