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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,741
shares
|
$821,943
0.21% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
1,740
shares
|
$821,471
0.22% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,740
shares
|
$821,471
0.27% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
1,735
shares
|
$819,110
0.22% of portfolio
|
Q4 2024
Added 43.39%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,735
shares
|
$819,110
0.06% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,732
shares
|
$817,694
0.1% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
1,729
shares
|
$816,278
0.64% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,728
shares
|
$815,806
0.23% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,728
shares
|
$815,806
0.58% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,728
shares
|
$815,806
0.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,721
shares
|
$812,501
0.36% of portfolio
|
Q1 2023
Added 6.17%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,719
shares
|
$811,557
0.72% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,714
shares
|
$809,196
0.14% of portfolio
|
Q3 2023
Added 2.51%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
1,712
shares
|
$808,252
0.44% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,709
shares
|
$806,835
0.54% of portfolio
|
N/A
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,707
shares
|
$805,891
0.33% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,706
shares
|
$805,419
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,706
shares
|
$805,419
0.08% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
1,699
shares
|
$802,114
0.41% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,699
shares
|
$802,114
0.14% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,698
shares
|
$801,642
0.3% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
1,698
shares
|
$801,642
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,695
shares
|
$800,226
0.13% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,695
shares
|
$800,226
0.24% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
1,692
shares
|
$798,810
0.55% of portfolio
|
Q4 2024
Reduced 10.95%
|