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 |
|---|---|---|---|---|---|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
602
shares
|
$282,139
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
602
shares
|
$282,139
0.24% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
601
shares
|
$281,670
0.11% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
601
shares
|
$281,670
0.14% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
601
shares
|
$281,670
0.25% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
601
shares
|
$281,670
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$281,202
0.18% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$281,202
0.13% of portfolio
|
Q2 2023
Reduced 24.05%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$281,202
0.15% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
600
shares
|
$281,202
0.08% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
600
shares
|
$281,202
0.14% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
599
shares
|
$280,733
0.17% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
595
shares
|
$278,858
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
595
shares
|
$278,858
0.03% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
594
shares
|
$278,389
0.2% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
594
shares
|
$278,389
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
594
shares
|
$278,389
0.11% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
593
shares
|
$277,921
0.06% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
592
shares
|
$277,452
0.18% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
591
shares
|
$276,983
0.19% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
590
shares
|
$276,515
0.23% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
589
shares
|
$276,046
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
589
shares
|
$276,046
0.05% of portfolio
|
Q2 2024
Added 6.13%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
588
shares
|
$275,577
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
587
shares
|
$275,109
0.06% of portfolio
|
Q3 2024
Added 3.35%
|