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 |
|---|---|---|---|---|---|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
650
shares
|
$304,635
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
650
shares
|
$304,635
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
649
shares
|
$304,166
0.14% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
649
shares
|
$304,166
0.29% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
649
shares
|
$304,166
0.11% of portfolio
|
Q4 2024
Reduced 94.26%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
646
shares
|
$302,760
0.31% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
646
shares
|
$302,760
0.16% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
645
shares
|
$302,292
0.19% of portfolio
|
Q4 2023
Added 4.88%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
643
shares
|
$301,354
0.88% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
643
shares
|
$301,354
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
640
shares
|
$299,948
0.02% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
637
shares
|
$298,542
0.12% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
637
shares
|
$298,542
0.09% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
636
shares
|
$298,074
0.07% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
636
shares
|
$298,074
0.1% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
636
shares
|
$298,074
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
635
shares
|
$297,605
0.03% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
633
shares
|
$296,668
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Flower City Capital
|
Jan 16, 2025 Q4 2024 |
632
shares
|
$296,199
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
631
shares
|
$295,730
0.09% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
630
shares
|
$295,262
0.06% of portfolio
|
Q1 2024
Reduced 66.49%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
630
shares
|
$295,262
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$295,262
0.1% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
630
shares
|
$295,262
0.25% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
629
shares
|
$294,793
0.06% of portfolio
|
Q3 2024
Reduced 3.08%
|