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 4,801 institutions that hold shares in the stock, with a total of 865 Million shares, which have been reported (via 13F filing form) to have a value of $429 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
542
shares
|
$268,967
0.07% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
542
shares
|
$268,967
0.13% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
541
shares
|
$268,471
0.13% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
541
shares
|
$268,471
0.08% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
540
shares
|
$267,975
0.13% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
539
shares
|
$267,478
0.06% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
538
shares
|
$266,982
0.14% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
536
shares
|
$265,990
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
535
shares
|
$265,493
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
534
shares
|
$264,997
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
534
shares
|
$264,997
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
533
shares
|
$264,501
0.01% of portfolio
|
N/A
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
533
shares
|
$264,501
0.15% of portfolio
|
Q2 2024
Reduced 98.47%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
533
shares
|
$264,501
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
533
shares
|
$264,501
0.05% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
533
shares
|
$264,501
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
532
shares
|
$264,005
0.09% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
530
shares
|
$263,012
0.1% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
530
shares
|
$263,012
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
529
shares
|
$262,516
0.09% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
526
shares
|
$261,027
0.1% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
526
shares
|
$261,027
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Feb 03, 2025 Q4 2024 |
526
shares
|
$261,027
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
525
shares
|
$260,531
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
524
shares
|
$260,035
0.09% of portfolio
|
Q2 2024
New holding
|