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 4,693 institutions that hold shares in the stock, with a total of 849 Million shares, which have been reported (via 13F filing form) to have a value of $401 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
366
shares
|
$172,653
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
361
shares
|
$170,294
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
360
shares
|
$169,822
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
358
shares
|
$168,879
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
335
shares
|
$158,029
0.05% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
333
shares
|
$157,086
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
331
shares
|
$156,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
322
shares
|
$151,897
0.08% of portfolio
|
Q4 2023
Reduced 48.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
317
shares
|
$149,538
0.06% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
300
shares
|
$141,519
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
288
shares
|
$135,858
0.04% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
283
shares
|
$133,499
0.01% of portfolio
|
N/A
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
282
shares
|
$133,027
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
281
shares
|
$132,556
0.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
281
shares
|
$132,556
0.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
268
shares
|
$126,423
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$125,951
0.04% of portfolio
|
Q1 2024
Reduced 95.45%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
265
shares
|
$125,008
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
260
shares
|
$122,649
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
257
shares
|
$121,234
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
256
shares
|
$120,762
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
250
shares
|
$117,932
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
250
shares
|
$117,932
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
247
shares
|
$116,517
0.07% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
242
shares
|
$114,158
0.08% of portfolio
|
Q4 2024
Reduced 2.42%
|