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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,507
shares
|
$711,469
0.03% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,504
shares
|
$710,053
0.14% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$709,109
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$709,109
0.5% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,501
shares
|
$708,637
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,500
shares
|
$708,165
0.1% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,500
shares
|
$708,165
0.07% of portfolio
|
Q4 2023
Added 23.56%
|
|
|
Torno Capital, LLC
Cohasset, MA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$708,165
0.11% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,499
shares
|
$707,692
0.22% of portfolio
|
N/A
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,498
shares
|
$707,220
0.13% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,495
shares
|
$705,804
0.3% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,494
shares
|
$705,332
0.26% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,493
shares
|
$704,860
0.39% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,490
shares
|
$703,443
0.15% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,488
shares
|
$702,499
0.2% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
1,485
shares
|
$701,083
0.41% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,484
shares
|
$700,611
0.53% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,482
shares
|
$699,667
0.23% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
1,481
shares
|
$699,194
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,479
shares
|
$698,250
0.21% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
1,471
shares
|
$694,473
0.35% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,469
shares
|
$693,529
0.27% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,465
shares
|
$691,641
0.16% of portfolio
|
Q1 2024
Added 34.4%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,464
shares
|
$691,169
0.41% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,458
shares
|
$688,336
0.03% of portfolio
|
Q1 2024
Reduced 0.14%
|