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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
824
shares
|
$386,184
0.15% of portfolio
|
Q2 2024
Reduced 40.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
824
shares
|
$386,184
0.04% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
819
shares
|
$383,840
0.19% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
818
shares
|
$383,372
0.28% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
818
shares
|
$383,372
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
815
shares
|
$381,966
0.12% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
815
shares
|
$381,966
0.13% of portfolio
|
Q3 2024
Added 52.34%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
813
shares
|
$381,028
0.09% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
813
shares
|
$381,028
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
811
shares
|
$380,091
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
811
shares
|
$380,091
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$379,622
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
810
shares
|
$379,622
0.1% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
809
shares
|
$379,154
0.21% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
809
shares
|
$379,154
0.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
806
shares
|
$377,748
0.21% of portfolio
|
Q4 2022
Added 86.23%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
804
shares
|
$376,810
0.25% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
804
shares
|
$376,810
0.17% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$374,936
0.24% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$374,936
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
800
shares
|
$374,936
0.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$374,936
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
800
shares
|
$374,936
0.14% of portfolio
|
Q2 2024
Added 65.29%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
799
shares
|
$374,467
0.27% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
798
shares
|
$373,998
0.11% of portfolio
|
Q4 2024
Reduced 3.27%
|