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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
515
shares
|
$241,365
0.15% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
513
shares
|
$240,427
0.15% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
512
shares
|
$239,959
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
512
shares
|
$239,959
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$239,490
0.36% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
511
shares
|
$239,490
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
510
shares
|
$239,021
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
510
shares
|
$239,021
0.07% of portfolio
|
Q3 2024
Reduced 28.17%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
504
shares
|
$236,209
1.91% of portfolio
|
Q1 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
502
shares
|
$235,272
0.19% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
501
shares
|
$234,803
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
500
shares
|
$234,335
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$234,335
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
500
shares
|
$234,335
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
500
shares
|
$234,335
0.04% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
500
shares
|
$234,335
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
500
shares
|
$234,335
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
500
shares
|
$234,335
0.18% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
500
shares
|
$234,335
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
500
shares
|
$234,335
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
500
shares
|
$234,335
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
499
shares
|
$233,866
0.08% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
498
shares
|
$233,397
0.04% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
496
shares
|
$232,460
0.03% of portfolio
|
Q2 2024
Reduced 51.66%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
495
shares
|
$231,991
0.07% of portfolio
|
Q2 2024
New holding
|