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 |
---|---|---|---|---|---|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,109
shares
|
$523,569
0.16% of portfolio
|
N/A
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,109
shares
|
$523,569
0.13% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
1,108
shares
|
$523,097
0.44% of portfolio
|
Q4 2024
Added 8.2%
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
1,108
shares
|
$523,097
0.22% of portfolio
|
Q4 2024
New holding
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,108
shares
|
$523,097
0.11% of portfolio
|
Q4 2024
Added 2.4%
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,108
shares
|
$523,097
0.27% of portfolio
|
Q3 2024
Added 79.87%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
1,107
shares
|
$522,625
0.26% of portfolio
|
Q3 2024
Added 1.37%
|
|
May Tech Global Investments, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,106
shares
|
$522,153
0.07% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,105
shares
|
$521,681
0.35% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
Trustees Of Columbia University In The City Of New York
New York, NY |
Feb 13, 2024 Q4 2023 |
1,100
shares
|
$519,321
0.84% of portfolio
|
Q4 2020
New holding
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,096
shares
|
$517,432
0.01% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
1,094
shares
|
$516,488
0.44% of portfolio
|
Q4 2024
Added 1.96%
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,091
shares
|
$515,072
0.26% of portfolio
|
Q3 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
1,090
shares
|
$514,599
0.3% of portfolio
|
Q1 2024
Added 10.77%
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
1,088
shares
|
$513,655
0.29% of portfolio
|
Q4 2024
Added 3.03%
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
1,088
shares
|
$513,655
0.41% of portfolio
|
Q4 2024
Added 2.93%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,087
shares
|
$513,183
0.09% of portfolio
|
Q4 2023
Reduced 6.7%
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
1,086
shares
|
$512,711
0.22% of portfolio
|
Q4 2024
Added 0.37%
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,085
shares
|
$512,239
0.19% of portfolio
|
Q1 2024
Reduced 14.7%
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
1,084
shares
|
$511,767
0.54% of portfolio
|
Q4 2024
Added 7.75%
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
1,079
shares
|
$509,406
0.25% of portfolio
|
Q4 2024
Added 9.1%
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
1,079
shares
|
$509,406
0.21% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
1,079
shares
|
$509,406
0.13% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,077
shares
|
$508,462
0.47% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,072
shares
|
$506,101
0.48% of portfolio
|
Q4 2024
New holding
|