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 |
|---|---|---|---|---|---|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,806
shares
|
$852,630
0.16% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,803
shares
|
$851,214
0.1% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,801
shares
|
$850,270
0.57% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,797
shares
|
$848,381
0.62% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,795
shares
|
$847,437
0.46% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,792
shares
|
$846,021
0.17% of portfolio
|
Q1 2024
Reduced 96.26%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,791
shares
|
$845,549
0.79% of portfolio
|
N/A
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
1,784
shares
|
$842,244
0.38% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
1,782
shares
|
$841,300
0.41% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,781
shares
|
$840,827
0.41% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,780
shares
|
$840,355
0.26% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
1,780
shares
|
$840,355
0.32% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,780
shares
|
$840,355
0.38% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,777
shares
|
$838,939
0.47% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,775
shares
|
$837,995
0.53% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,775
shares
|
$837,995
0.32% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
1,774
shares
|
$837,523
0.13% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,771
shares
|
$836,106
0.07% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
1,771
shares
|
$836,106
0.21% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
1,771
shares
|
$836,106
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,768
shares
|
$834,690
0.48% of portfolio
|
Q4 2024
Added 111.48%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
1,765
shares
|
$833,274
0.05% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,765
shares
|
$833,274
0.47% of portfolio
|
Q1 2024
Added 29.3%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,759
shares
|
$830,441
0.4% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,753
shares
|
$827,608
0.4% of portfolio
|
Q4 2024
Added 132.19%
|