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 4,777 institutions that hold shares in the stock, with a total of 864 Million shares, which have been reported (via 13F filing form) to have a value of $416 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
39,300
shares
|
$18.8 Million
14.56% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
39,125
shares
|
$18.7 Million
1.57% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
38,740
shares
|
$18.5 Million
9.16% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
38,656
shares
|
$18.5 Million
4.59% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
38,643
shares
|
$18.5 Million
11.02% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
38,643
shares
|
$18.5 Million
1.63% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
38,319
shares
|
$18.3 Million
0.44% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
38,209
shares
|
$18.3 Million
8.26% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Muhlenkamp & CO Inc
|
Feb 13, 2025 Q4 2024 |
38,172
shares
|
$18.3 Million
5.53% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
38,123
shares
|
$18.3 Million
2.79% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
37,993
shares
|
$18.2 Million
1.32% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
37,734
shares
|
$18.1 Million
0.19% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,701
shares
|
$18 Million
0.57% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
37,442
shares
|
$17.9 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
37,306
shares
|
$17.9 Million
0.62% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
37,261
shares
|
$17.8 Million
5.58% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
37,154
shares
|
$17.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
36,919
shares
|
$17.7 Million
2.23% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
36,865
shares
|
$17.6 Million
5.3% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
36,859
shares
|
$17.6 Million
0.52% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
36,713
shares
|
$17.6 Million
5.24% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
36,680
shares
|
$17.6 Million
2.33% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
36,650
shares
|
$17.5 Million
1.17% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
36,634
shares
|
$17.5 Million
1.33% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
36,542
shares
|
$17.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.77%
|