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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
5,831
shares
|
$2.75 Million
1.34% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
5,822
shares
|
$2.75 Million
1.1% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,821
shares
|
$2.75 Million
0.61% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
5,811
shares
|
$2.74 Million
0.75% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
5,803
shares
|
$2.74 Million
3.3% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,799
shares
|
$2.74 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,790
shares
|
$2.73 Million
0.18% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,790
shares
|
$2.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,787
shares
|
$2.73 Million
0.4% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
5,782
shares
|
$2.73 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,772
shares
|
$2.72 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
5,771
shares
|
$2.72 Million
0.68% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,764
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
5,759
shares
|
$2.72 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,753
shares
|
$2.71 Million
0.21% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
5,753
shares
|
$2.71 Million
1.75% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
5,747
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,741
shares
|
$2.71 Million
0.73% of portfolio
|
Q4 2022
Added 5.53%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
5,740
shares
|
$2.71 Million
2.3% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,734
shares
|
$2.7 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
5,722
shares
|
$2.7 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
5,719
shares
|
$2.7 Million
1.42% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
5,717
shares
|
$2.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
5,707
shares
|
$2.69 Million
0.14% of portfolio
|
Q4 2024
Added 31.59%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
5,706
shares
|
$2.69 Million
0.11% of portfolio
|
Q4 2024
New holding
|