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 |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
533
shares
|
$249,801
0.01% of portfolio
|
N/A
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
533
shares
|
$249,801
0.15% of portfolio
|
Q2 2024
Reduced 98.47%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
533
shares
|
$249,801
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
533
shares
|
$249,801
0.06% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
532
shares
|
$249,332
0.09% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
531
shares
|
$248,863
0.13% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
531
shares
|
$248,863
0.08% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$248,395
0.1% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
530
shares
|
$248,395
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
529
shares
|
$247,926
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
526
shares
|
$246,520
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
526
shares
|
$246,520
0.14% of portfolio
|
Q3 2024
Reduced 86.89%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
526
shares
|
$246,520
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$246,051
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
525
shares
|
$246,051
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
524
shares
|
$245,583
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
522
shares
|
$244,645
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
522
shares
|
$244,645
0.09% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
521
shares
|
$244,177
0.09% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
521
shares
|
$244,177
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
520
shares
|
$243,708
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
519
shares
|
$243,239
0.12% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
518
shares
|
$242,771
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
516
shares
|
$241,833
0.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
515
shares
|
$241,365
0.33% of portfolio
|
Q3 2024
New holding
|