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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
797
shares
|
$373,529
0.2% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
797
shares
|
$373,529
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
796
shares
|
$373,061
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
795
shares
|
$372,592
0.22% of portfolio
|
Q4 2021
Closed
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
794
shares
|
$372,123
0.2% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
792
shares
|
$371,186
0.15% of portfolio
|
Q4 2024
Reduced 59.26%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
791
shares
|
$370,717
0.23% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
790
shares
|
$370,249
0.14% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
790
shares
|
$370,249
0.28% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
790
shares
|
$370,249
0.29% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
788
shares
|
$369,311
0.16% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
786
shares
|
$368,374
0.33% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
785
shares
|
$367,905
0.2% of portfolio
|
Q4 2024
Reduced 47.74%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
783
shares
|
$366,968
0.14% of portfolio
|
Q4 2024
Reduced 48.92%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
783
shares
|
$366,968
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
781
shares
|
$366,031
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
781
shares
|
$366,031
0.32% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
780
shares
|
$365,562
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
778
shares
|
$364,625
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
775
shares
|
$363,219
0.2% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
775
shares
|
$363,219
0.36% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
774
shares
|
$362,750
0.27% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
773
shares
|
$362,281
3.67% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
773
shares
|
$362,281
0.24% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
771
shares
|
$361,344
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|