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 4,770 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 $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
14,865
shares
|
$7.18 Million
1.65% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
14,837
shares
|
$7.16 Million
3.97% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
14,824
shares
|
$7.16 Million
1.27% of portfolio
|
Q4 2024
Added 40.27%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
14,800
shares
|
$7.15 Million
0.66% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
14,729
shares
|
$7.11 Million
0.49% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
14,728
shares
|
$7.11 Million
0.8% of portfolio
|
Q2 2024
Added 127.78%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
14,682
shares
|
$7.09 Million
2.37% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
14,671
shares
|
$7.08 Million
1.3% of portfolio
|
Q4 2024
Added 1578.6%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
14,640
shares
|
$7.07 Million
0.37% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
14,639
shares
|
$7.07 Million
2.56% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
14,630
shares
|
$7.06 Million
2.54% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
14,611
shares
|
$7.05 Million
1.22% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
14,588
shares
|
$7.04 Million
2.06% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
14,587
shares
|
$7.04 Million
5.86% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
14,570
shares
|
$7.03 Million
4.45% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
14,556
shares
|
$7.03 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
14,553
shares
|
$7.03 Million
0.47% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
14,552
shares
|
$7.03 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
14,542
shares
|
$7.02 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
14,537
shares
|
$7.02 Million
1.85% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
14,532
shares
|
$7.02 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
14,518
shares
|
$7.01 Million
0.11% of portfolio
|
Q4 2024
Added 137.49%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
14,511
shares
|
$7.01 Million
1.25% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
14,511
shares
|
$7.01 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
14,509
shares
|
$7.01 Million
0.82% of portfolio
|
Q4 2024
Added 9.07%
|