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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$319,164
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
681
shares
|
$319,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
681
shares
|
$319,164
0.22% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
680
shares
|
$318,695
0.25% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$318,226
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
679
shares
|
$318,226
0.1% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
677
shares
|
$317,289
0.03% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
676
shares
|
$316,820
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
676
shares
|
$316,820
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
673
shares
|
$315,414
0.16% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$315,414
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
672
shares
|
$314,946
0.06% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
670
shares
|
$314,008
0.13% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
670
shares
|
$314,008
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
670
shares
|
$314,008
0.12% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
669
shares
|
$313,540
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
667
shares
|
$312,602
0.22% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
666
shares
|
$312,134
0.24% of portfolio
|
Q1 2023
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
664
shares
|
$311,196
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
663
shares
|
$310,728
0.13% of portfolio
|
Q3 2024
Added 42.89%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
660
shares
|
$309,322
0.24% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
660
shares
|
$309,322
0.01% of portfolio
|
Q2 2023
Added 32.0%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
659
shares
|
$308,853
0.05% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
657
shares
|
$307,916
0.2% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
652
shares
|
$305,572
0.05% of portfolio
|
Q4 2024
Added 8.49%
|