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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,765
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,764
shares
|
$1.88 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,764
shares
|
$1.88 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
3,760
shares
|
$1.88 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,755
shares
|
$1.88 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
3,752
shares
|
$1.88 Million
0.42% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
3,751
shares
|
$1.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
3,749
shares
|
$1.87 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,746
shares
|
$1.87 Million
1.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
3,742
shares
|
$1.87 Million
0.63% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,740
shares
|
$1.87 Million
0.43% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
3,740
shares
|
$1.87 Million
0.58% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
3,739
shares
|
$1.87 Million
0.85% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,727
shares
|
$1.86 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
3,725
shares
|
$1.86 Million
0.74% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,722
shares
|
$1.86 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Feb 10, 2025 Q4 2024 |
3,722
shares
|
$1.86 Million
1.96% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
3,718
shares
|
$1.86 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
3,713
shares
|
$1.86 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Gibraltar Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,707
shares
|
$1.85 Million
0.82% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,701
shares
|
$1.85 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
3,701
shares
|
$1.85 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
3,700
shares
|
$1.85 Million
2.12% of portfolio
|
N/A
|