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 |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
627
shares
|
$293,856
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
626
shares
|
$293,387
0.14% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
624
shares
|
$292,450
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
621
shares
|
$291,044
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
620
shares
|
$290,575
0.15% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
619
shares
|
$290,106
0.18% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
619
shares
|
$290,106
0.09% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
617
shares
|
$289,169
0.13% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
616
shares
|
$288,700
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
615
shares
|
$288,232
0.09% of portfolio
|
Q4 2023
Added 4.77%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
614
shares
|
$287,763
0.06% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
613
shares
|
$287,294
0.19% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
612
shares
|
$286,826
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
610
shares
|
$285,888
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
609
shares
|
$285,420
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
609
shares
|
$285,420
0.03% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
608
shares
|
$284,951
0.11% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
608
shares
|
$284,951
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
605
shares
|
$283,545
0.14% of portfolio
|
N/A
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
605
shares
|
$283,545
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
604
shares
|
$283,076
0.21% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
604
shares
|
$283,076
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
604
shares
|
$283,076
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
603
shares
|
$282,608
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
602
shares
|
$282,139
0.09% of portfolio
|
Q4 2024
Reduced 2.9%
|