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 4,648 institutions that hold shares in the stock, with a total of 852 Million shares, which have been reported (via 13F filing form) to have a value of $402 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
10,859
shares
|
$5.12 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
10,855
shares
|
$5.12 Million
3.89% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,852
shares
|
$5.12 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
10,843
shares
|
$5.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
10,823
shares
|
$5.11 Million
0.91% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,820
shares
|
$5.1 Million
0.82% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,818
shares
|
$5.1 Million
1.97% of portfolio
|
Q4 2024
Added 32.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
10,807
shares
|
$5.1 Million
0.87% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
10,795
shares
|
$5.09 Million
1.11% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
10,750
shares
|
$5.07 Million
0.69% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
10,749
shares
|
$5.07 Million
0.47% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
10,737
shares
|
$5.06 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,736
shares
|
$5.06 Million
0.55% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
10,731
shares
|
$5.06 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
10,730
shares
|
$5.06 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
10,726
shares
|
$5.06 Million
0.5% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
10,723
shares
|
$5.06 Million
1.22% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
10,705
shares
|
$5.05 Million
0.51% of portfolio
|
Q3 2023
Reduced 47.21%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,705
shares
|
$5.05 Million
0.29% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
10,698
shares
|
$5.05 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
10,696
shares
|
$5.05 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
10,691
shares
|
$5.04 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
10,689
shares
|
$5.04 Million
0.44% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
10,677
shares
|
$5.04 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,671
shares
|
$5.03 Million
0.59% of portfolio
|
Q4 2024
Added 76.32%
|