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 4,381 institutions that hold shares in the stock, with a total of 839 Million shares, which have been reported (via 13F filing form) to have a value of $380 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flower City Capital
|
Oct 15, 2024 Q3 2024 |
632
shares
|
$286,245
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
632
shares
|
$286,245
0.07% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
632
shares
|
$286,245
0.1% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
630
shares
|
$285,339
0.06% of portfolio
|
Q1 2024
Reduced 66.49%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
630
shares
|
$285,339
0.08% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$285,339
0.1% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
629
shares
|
$284,886
0.06% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
629
shares
|
$284,886
0.18% of portfolio
|
Q1 2024
Reduced 3.08%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
626
shares
|
$283,527
0.16% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
624
shares
|
$282,622
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
620
shares
|
$280,810
0.1% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
619
shares
|
$280,357
0.09% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
619
shares
|
$280,357
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
616
shares
|
$278,998
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
615
shares
|
$278,545
0.09% of portfolio
|
Q4 2023
Added 4.77%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
615
shares
|
$278,545
0.08% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
614
shares
|
$278,092
0.06% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
612
shares
|
$277,187
0.1% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
612
shares
|
$277,187
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
609
shares
|
$275,828
0.21% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
609
shares
|
$275,828
0.14% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
608
shares
|
$275,375
0.11% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
607
shares
|
$274,922
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
606
shares
|
$274,469
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
605
shares
|
$274,016
0.14% of portfolio
|
N/A
|