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 4,606 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $398 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
6,367
shares
|
$3 Million
0.32% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
6,366
shares
|
$3 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
6,357
shares
|
$3 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,351
shares
|
$3 Million
0.46% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,350
shares
|
$3 Million
1.27% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
6,348
shares
|
$2.99 Million
0.44% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,344
shares
|
$2.99 Million
0.67% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
6,340
shares
|
$2.99 Million
2.28% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
6,332
shares
|
$2.99 Million
0.65% of portfolio
|
Q3 2023
Added 4.21%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,332
shares
|
$2.99 Million
0.46% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,330
shares
|
$2.99 Million
1.42% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,323
shares
|
$2.98 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,323
shares
|
$2.98 Million
2.33% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,320
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
6,315
shares
|
$2.98 Million
0.54% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,305
shares
|
$2.97 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,291
shares
|
$2.97 Million
0.56% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
6,268
shares
|
$2.96 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
6,249
shares
|
$2.95 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,247
shares
|
$2.95 Million
0.15% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,230
shares
|
$2.94 Million
0.75% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
6,225
shares
|
$2.94 Million
0.95% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
6,216
shares
|
$2.93 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
6,208
shares
|
$2.93 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
6,208
shares
|
$2.93 Million
2.69% of portfolio
|
Q4 2024
New holding
|