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 |
|---|---|---|---|---|---|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
2,542
shares
|
$1.13 Million
0.33% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
2,540
shares
|
$1.12 Million
0.84% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
2,537
shares
|
$1.12 Million
0.88% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,536
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
2,530
shares
|
$1.12 Million
0.69% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,529
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
2,528
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2021
Reduced 25.95%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,516
shares
|
$1.11 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,515
shares
|
$1.11 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,515
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
2,510
shares
|
$1.11 Million
0.83% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
2,510
shares
|
$1.11 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
2,508
shares
|
$1.11 Million
0.63% of portfolio
|
Q3 2024
Added 38.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
2,504
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
2,503
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
2,499
shares
|
$1.11 Million
0.32% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
2,493
shares
|
$1.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
2,485
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
2,484
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
2,481
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
2,475
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,470
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
2,464
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,462
shares
|
$1.09 Million
0.42% of portfolio
|
Q3 2024
Added 15.37%
|