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 |
|---|---|---|---|---|---|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,855
shares
|
$875,764
0.2% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,854
shares
|
$875,291
0.54% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,853
shares
|
$874,819
0.68% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,852
shares
|
$874,347
0.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
1,852
shares
|
$874,347
0.51% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,849
shares
|
$872,931
0.88% of portfolio
|
Q4 2022
Added 4.11%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$872,931
0.27% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,844
shares
|
$870,570
0.53% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,844
shares
|
$870,570
0.53% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
1,841
shares
|
$869,154
0.32% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$869,154
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,840
shares
|
$868,682
0.31% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,840
shares
|
$868,682
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,840
shares
|
$868,682
0.54% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,839
shares
|
$868,210
0.11% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
1,837
shares
|
$867,266
0.08% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
1,837
shares
|
$867,266
0.52% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,836
shares
|
$866,793
0.12% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,833
shares
|
$865,377
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$863,961
0.41% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,825
shares
|
$861,600
0.12% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,822
shares
|
$860,184
0.55% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,822
shares
|
$860,184
0.65% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,820
shares
|
$859,240
0.27% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
1,819
shares
|
$858,768
0.43% of portfolio
|
Q4 2024
Reduced 3.65%
|