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 4,753 institutions that hold shares in the stock, with a total of 863 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
13,965
shares
|
$6.7 Million
0.27% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
13,955
shares
|
$6.69 Million
1.16% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
13,942
shares
|
$6.69 Million
1.67% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
13,909
shares
|
$6.67 Million
1.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,907
shares
|
$6.67 Million
1.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
13,875
shares
|
$6.65 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
13,867
shares
|
$6.65 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Jan 03, 2025 Q4 2024 |
13,853
shares
|
$6.64 Million
5.13% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
13,846
shares
|
$6.64 Million
4.63% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,845
shares
|
$6.64 Million
5.96% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
13,822
shares
|
$6.63 Million
1.64% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
13,815
shares
|
$6.63 Million
0.48% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,791
shares
|
$6.61 Million
0.52% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
13,772
shares
|
$6.6 Million
0.64% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
13,757
shares
|
$6.6 Million
0.72% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,748
shares
|
$6.59 Million
0.63% of portfolio
|
Q4 2024
Added 33.74%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
13,743
shares
|
$6.59 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
13,705
shares
|
$6.57 Million
4.62% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
13,669
shares
|
$6.56 Million
1.9% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,658
shares
|
$6.55 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,652
shares
|
$6.55 Million
1.11% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
13,645
shares
|
$6.54 Million
1.7% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
13,593
shares
|
$6.52 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
13,592
shares
|
$6.52 Million
0.16% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
13,564
shares
|
$6.51 Million
5.75% of portfolio
|
Q4 2024
Added 0.14%
|