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 4,783 institutions that hold shares in the stock, with a total of 864 Million shares, which have been reported (via 13F filing form) to have a value of $432 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
4,097
shares
|
$2.05 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
4,088
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
4,086
shares
|
$2.04 Million
0.45% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,072
shares
|
$2.04 Million
0.86% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
4,066
shares
|
$2.03 Million
1.38% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,061
shares
|
$2.03 Million
0.41% of portfolio
|
Q3 2024
Added 72.15%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
4,061
shares
|
$2.03 Million
1.12% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,049
shares
|
$2.02 Million
1.57% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
4,047
shares
|
$2.02 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
4,039
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,038
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
4,029
shares
|
$2.01 Million
1.28% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
4,020
shares
|
$2.01 Million
0.38% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,005
shares
|
$2 Million
0.46% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,003
shares
|
$2 Million
0.68% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Galibier Capital Management Ltd.
|
Jan 15, 2025 Q4 2024 |
3,990
shares
|
$1.99 Million
0.59% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
3,984
shares
|
$1.99 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
3,976
shares
|
$1.99 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
3,974
shares
|
$1.99 Million
0.54% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
3,966
shares
|
$1.98 Million
2.16% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
3,964
shares
|
$1.98 Million
0.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,960
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,952
shares
|
$1.98 Million
0.4% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,950
shares
|
$1.97 Million
0.42% of portfolio
|
Q4 2024
Reduced 23.3%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
3,941
shares
|
$1.97 Million
0.45% of portfolio
|
Q4 2024
Added 1.36%
|