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 |
|---|---|---|---|---|---|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
587
shares
|
$275,109
0.17% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
587
shares
|
$275,109
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
586
shares
|
$274,640
0.02% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
586
shares
|
$274,640
0.11% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
583
shares
|
$273,234
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
582
shares
|
$272,765
0.04% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
582
shares
|
$272,765
0.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
581
shares
|
$272,297
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
581
shares
|
$272,297
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
575
shares
|
$269,485
0.11% of portfolio
|
Q2 2024
Reduced 70.66%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
575
shares
|
$269,485
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
574
shares
|
$269,016
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
572
shares
|
$268,079
0.11% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
571
shares
|
$267,610
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
570
shares
|
$267,141
0.09% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
569
shares
|
$266,673
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
569
shares
|
$266,673
0.22% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
567
shares
|
$265,735
0.12% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
566
shares
|
$265,267
0.08% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
564
shares
|
$264,329
0.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
562
shares
|
$263,392
0.16% of portfolio
|
Q4 2023
Reduced 41.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
562
shares
|
$263,392
0.12% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
562
shares
|
$263,392
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
562
shares
|
$263,392
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
560
shares
|
$262,455
0.09% of portfolio
|
Q4 2024
Added 7.49%
|