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 |
|---|---|---|---|---|---|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
1,691
shares
|
$798,338
0.54% of portfolio
|
Q3 2024
Added 94.59%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
1,689
shares
|
$797,393
0.62% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,676
shares
|
$791,256
0.18% of portfolio
|
Q3 2024
Reduced 81.14%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
1,676
shares
|
$791,256
0.4% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,675
shares
|
$790,784
0.26% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,675
shares
|
$790,784
0.24% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$790,312
0.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,671
shares
|
$788,895
0.41% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
1,670
shares
|
$788,423
0.02% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
1,668
shares
|
$787,479
0.13% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
1,667
shares
|
$787,007
0.33% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,664
shares
|
$785,591
0.64% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
1,660
shares
|
$783,702
0.2% of portfolio
|
Q4 2022
Added 22.06%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,658
shares
|
$782,758
0.46% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,658
shares
|
$782,758
0.12% of portfolio
|
Q2 2023
Reduced 10.76%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
1,656
shares
|
$781,814
0.46% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,654
shares
|
$780,869
0.57% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
1,653
shares
|
$780,397
0.31% of portfolio
|
Q2 2024
Reduced 24.9%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,651
shares
|
$779,453
0.33% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
1,650
shares
|
$778,981
0.26% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
1,647
shares
|
$777,565
0.09% of portfolio
|
Q3 2024
Reduced 57.77%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,647
shares
|
$777,565
0.16% of portfolio
|
Q3 2024
Reduced 70.21%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$776,148
0.22% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,641
shares
|
$774,732
0.34% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$769,539
0.39% of portfolio
|
Q3 2024
Reduced 5.78%
|