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 |
|---|---|---|---|---|---|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
1,553
shares
|
$733,186
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,553
shares
|
$733,186
0.08% of portfolio
|
Q1 2023
Added 13.94%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
1,550
shares
|
$731,770
0.84% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
1,549
shares
|
$731,298
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,538
shares
|
$726,105
0.38% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,535
shares
|
$724,688
0.2% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
1,532
shares
|
$723,272
0.09% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,532
shares
|
$723,272
0.38% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,530
shares
|
$722,328
0.25% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
1,528
shares
|
$721,384
0.36% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,525
shares
|
$719,967
0.46% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$719,495
0.04% of portfolio
|
N/A
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
1,523
shares
|
$719,023
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,521
shares
|
$718,079
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,520
shares
|
$717,607
0.2% of portfolio
|
Q4 2024
Added 42.72%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,520
shares
|
$717,607
0.23% of portfolio
|
Q1 2024
Added 77.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
1,520
shares
|
$717,607
0.46% of portfolio
|
Q3 2024
Added 71.95%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,517
shares
|
$716,190
0.24% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,516
shares
|
$715,718
0.34% of portfolio
|
Q2 2024
Reduced 37.15%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,511
shares
|
$713,358
0.06% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,511
shares
|
$713,358
0.14% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
1,511
shares
|
$713,358
0.19% of portfolio
|
Q3 2024
Reduced 23.92%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,511
shares
|
$713,358
0.26% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
1,508
shares
|
$711,941
0.51% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,508
shares
|
$711,941
0.54% of portfolio
|
Q4 2024
Added 82.35%
|