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 4,470 institutions that hold shares in the stock, with a total of 836 Million shares, which have been reported (via 13F filing form) to have a value of $395 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
881
shares
|
$412,898
0.26% of portfolio
|
Q2 2024
Added 5.01%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
880
shares
|
$412,429
0.09% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
880
shares
|
$412,429
0.24% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
880
shares
|
$412,429
0.22% of portfolio
|
N/A
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
878
shares
|
$411,492
0.07% of portfolio
|
Q4 2024
Reduced 24.64%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
877
shares
|
$411,023
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
876
shares
|
$410,554
0.29% of portfolio
|
Q2 2023
Added 14.66%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
875
shares
|
$410,086
0.33% of portfolio
|
Q1 2024
Reduced 88.89%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
872
shares
|
$408,680
0.38% of portfolio
|
Q3 2024
Reduced 47.69%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
870
shares
|
$407,742
0.27% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
868
shares
|
$406,805
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
868
shares
|
$406,805
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
867
shares
|
$406,336
0.18% of portfolio
|
Q2 2024
Added 24.93%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
864
shares
|
$404,930
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
863
shares
|
$404,462
0.11% of portfolio
|
Q4 2024
Added 631.36%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
862
shares
|
$403,993
0.11% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
861
shares
|
$403,524
0.2% of portfolio
|
Q3 2024
Added 33.08%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
860
shares
|
$403,056
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
859
shares
|
$402,587
0.29% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
859
shares
|
$402,587
0.08% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
857
shares
|
$401,650
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
857
shares
|
$401,650
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
857
shares
|
$401,650
0.02% of portfolio
|
Q3 2024
Reduced 59.44%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
856
shares
|
$401,181
0.17% of portfolio
|
Q3 2023
Added 11.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
856
shares
|
$401,181
0.11% of portfolio
|
Q3 2024
Added 0.59%
|