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 4,551 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 |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,239
shares
|
$584,944
0.09% of portfolio
|
Q4 2023
Reduced 31.24%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,237
shares
|
$584,000
0.49% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
1,235
shares
|
$583,055
0.04% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,233
shares
|
$582,111
0.4% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$582,111
0.29% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
1,232
shares
|
$581,639
0.58% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
1,231
shares
|
$581,167
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
1,230
shares
|
$580,695
0.35% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,228
shares
|
$579,751
0.07% of portfolio
|
Q3 2021
Added 1.08%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,226
shares
|
$578,806
0.25% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,226
shares
|
$578,806
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
1,224
shares
|
$577,862
0.23% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
1,223
shares
|
$577,390
0.08% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
1,222
shares
|
$576,918
0.01% of portfolio
|
Q4 2024
Added 106.42%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
1,222
shares
|
$576,918
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
1,221
shares
|
$576,446
0.3% of portfolio
|
N/A
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,219
shares
|
$575,502
0.21% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Anson Funds Management LP
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,218
shares
|
$575,029
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,217
shares
|
$574,557
0.12% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,216
shares
|
$574,085
0.05% of portfolio
|
Q1 2023
Reduced 7.25%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,214
shares
|
$573,141
0.08% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
1,214
shares
|
$573,141
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,213
shares
|
$572,669
0.21% of portfolio
|
Q4 2022
Added 38.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,211
shares
|
$571,725
0.26% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$570,780
0.47% of portfolio
|
Q3 2024
Reduced 6.13%
|