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 4,383 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
2,946
shares
|
$1.3 Million
0.94% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,942
shares
|
$1.3 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
2,940
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
2,926
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,925
shares
|
$1.29 Million
0.53% of portfolio
|
Q3 2024
Reduced 24.52%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,922
shares
|
$1.29 Million
0.69% of portfolio
|
Q3 2024
Added 127.04%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,919
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
2,914
shares
|
$1.29 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,912
shares
|
$1.29 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,908
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,906
shares
|
$1.29 Million
0.32% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
2,904
shares
|
$1.29 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,904
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
2,900
shares
|
$1.28 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
2,888
shares
|
$1.28 Million
0.53% of portfolio
|
Q3 2024
Added 257.43%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
2,888
shares
|
$1.28 Million
1.05% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,868
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,868
shares
|
$1.27 Million
2.09% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,863
shares
|
$1.27 Million
0.76% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,862
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
2,852
shares
|
$1.26 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,850
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
2,846
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,841
shares
|
$1.26 Million
0.72% of portfolio
|
Q3 2024
New holding
|