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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
856
shares
|
$401,181
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
854
shares
|
$400,244
0.23% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
853
shares
|
$399,775
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
853
shares
|
$399,775
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
849
shares
|
$397,900
0.17% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
848
shares
|
$397,432
0.18% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
845
shares
|
$396,026
0.1% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
844
shares
|
$395,557
0.35% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
844
shares
|
$395,557
0.3% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
844
shares
|
$395,557
0.02% of portfolio
|
Q3 2024
Reduced 34.22%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
841
shares
|
$394,151
0.03% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
840
shares
|
$393,682
0.2% of portfolio
|
Q2 2024
Reduced 40.21%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
840
shares
|
$393,682
0.06% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
839
shares
|
$393,214
0.21% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
837
shares
|
$392,276
0.23% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
835
shares
|
$391,339
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
835
shares
|
$391,339
0.1% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
831
shares
|
$389,464
0.05% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
828
shares
|
$388,058
0.06% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
827
shares
|
$387,590
0.2% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
827
shares
|
$387,590
0.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
827
shares
|
$387,590
0.27% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
825
shares
|
$386,652
0.26% of portfolio
|
Q4 2024
New holding
|