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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
739
shares
|
$346,347
0.11% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
736
shares
|
$344,941
0.1% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
735
shares
|
$344,472
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
734
shares
|
$344,003
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
734
shares
|
$344,003
0.18% of portfolio
|
Q4 2024
Added 51.34%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
733
shares
|
$343,535
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
733
shares
|
$343,535
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
731
shares
|
$342,597
0.21% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
731
shares
|
$342,597
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
730
shares
|
$342,129
0.17% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
729
shares
|
$341,660
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
729
shares
|
$341,660
0.05% of portfolio
|
Q4 2023
Reduced 98.72%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
729
shares
|
$341,660
0.22% of portfolio
|
Q2 2024
Added 52.83%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
728
shares
|
$341,191
0.17% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
725
shares
|
$339,785
0.15% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
725
shares
|
$339,785
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
723
shares
|
$338,848
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
721
shares
|
$337,911
0.14% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$337,442
0.58% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
720
shares
|
$337,442
0.02% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
720
shares
|
$337,442
0.11% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
715
shares
|
$335,099
0.1% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
714
shares
|
$334,630
0.12% of portfolio
|
Q2 2024
Added 11.91%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
714
shares
|
$334,630
0.15% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
712
shares
|
$333,693
0.29% of portfolio
|
Q4 2024
Reduced 56.32%
|