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 4,436 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,821
shares
|
$2.7 Million
0.61% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
5,812
shares
|
$2.69 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
5,811
shares
|
$2.69 Million
0.75% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
5,803
shares
|
$2.69 Million
3.3% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,799
shares
|
$2.69 Million
1.14% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,790
shares
|
$2.68 Million
0.18% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,790
shares
|
$2.68 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,787
shares
|
$2.68 Million
0.4% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,775
shares
|
$2.67 Million
0.72% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,773
shares
|
$2.67 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,771
shares
|
$2.67 Million
0.75% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
5,759
shares
|
$2.67 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
5,753
shares
|
$2.66 Million
0.21% of portfolio
|
Q4 2022
Added 5.66%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
5,753
shares
|
$2.66 Million
1.75% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
5,741
shares
|
$2.66 Million
0.73% of portfolio
|
Q4 2022
Added 5.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,734
shares
|
$2.66 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
5,729
shares
|
$2.65 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
5,722
shares
|
$2.65 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
5,719
shares
|
$2.65 Million
1.42% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
5,706
shares
|
$2.64 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,701
shares
|
$2.64 Million
0.35% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
5,697
shares
|
$2.64 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
5,691
shares
|
$2.64 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,690
shares
|
$2.64 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
5,676
shares
|
$2.63 Million
0.33% of portfolio
|
Q4 2024
Added 14.39%
|