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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
1,960
shares
|
$925,335
0.48% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
1,958
shares
|
$924,391
0.76% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
1,951
shares
|
$921,086
0.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
1,948
shares
|
$919,670
0.29% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
1,947
shares
|
$919,198
0.18% of portfolio
|
Q4 2024
Reduced 20.72%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
1,947
shares
|
$919,198
0.21% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,947
shares
|
$919,198
0.13% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,942
shares
|
$916,837
0.04% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,941
shares
|
$916,365
0.2% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,939
shares
|
$915,421
0.41% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,939
shares
|
$915,421
0.35% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,939
shares
|
$915,421
0.32% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
1,937
shares
|
$914,477
1.95% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,936
shares
|
$914,004
0.12% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,936
shares
|
$914,004
0.64% of portfolio
|
Q1 2024
Added 11.52%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
1,933
shares
|
$912,588
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,932
shares
|
$912,116
0.38% of portfolio
|
Q3 2024
Reduced 40.74%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,931
shares
|
$911,644
0.29% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,931
shares
|
$911,644
0.23% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
1,925
shares
|
$908,811
0.09% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,925
shares
|
$908,811
0.11% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
1,925
shares
|
$908,811
0.06% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,923
shares
|
$907,867
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,923
shares
|
$907,867
0.17% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
1,923
shares
|
$907,867
0.87% of portfolio
|
Q3 2024
Reduced 3.03%
|