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 |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
771
shares
|
$361,344
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
770
shares
|
$360,875
0.56% of portfolio
|
Q1 2023
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
768
shares
|
$359,938
0.34% of portfolio
|
Q2 2024
Reduced 16.25%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
767
shares
|
$359,469
0.15% of portfolio
|
Q1 2024
Reduced 11.23%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
760
shares
|
$356,189
0.04% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
758
shares
|
$355,251
0.1% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
758
shares
|
$355,251
0.18% of portfolio
|
Q3 2024
Reduced 48.61%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
755
shares
|
$353,845
0.11% of portfolio
|
Q3 2024
Reduced 29.17%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
755
shares
|
$353,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
755
shares
|
$353,845
0.17% of portfolio
|
Q4 2023
Reduced 81.99%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
755
shares
|
$353,845
0.1% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
754
shares
|
$353,377
0.09% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 07, 2024 Q3 2024 |
750
shares
|
$351,502
0.0% of portfolio
|
N/A
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
750
shares
|
$351,502
0.54% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
749
shares
|
$351,033
0.19% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
748
shares
|
$350,565
0.34% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
747
shares
|
$350,096
0.09% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
747
shares
|
$350,096
0.12% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
746
shares
|
$349,627
0.08% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
746
shares
|
$349,627
0.13% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
746
shares
|
$349,627
0.18% of portfolio
|
Q2 2023
Reduced 22.37%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
744
shares
|
$348,690
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
742
shares
|
$347,753
0.26% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
741
shares
|
$347,284
0.09% of portfolio
|
Q4 2024
Added 20.49%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
741
shares
|
$347,284
0.1% of portfolio
|
Q3 2024
Added 3.49%
|