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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
494
shares
|
$231,522
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
492
shares
|
$230,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
492
shares
|
$230,585
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
491
shares
|
$230,116
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
491
shares
|
$230,116
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
488
shares
|
$228,710
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
488
shares
|
$228,710
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
486
shares
|
$227,773
0.14% of portfolio
|
Q1 2024
Reduced 56.91%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
485
shares
|
$227,304
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
485
shares
|
$227,304
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
485
shares
|
$227,304
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
484
shares
|
$226,836
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
483
shares
|
$226,367
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
483
shares
|
$226,367
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
482
shares
|
$225,898
0.07% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
479
shares
|
$224,492
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
478
shares
|
$224,024
0.1% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
477
shares
|
$223,555
0.01% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
477
shares
|
$223,555
0.16% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
476
shares
|
$223,086
0.09% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
476
shares
|
$223,086
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
475
shares
|
$222,618
0.18% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
475
shares
|
$222,618
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
472
shares
|
$221,212
0.09% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
472
shares
|
$221,212
0.12% of portfolio
|
Q4 2024
Added 1.72%
|