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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
3,691
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
3,688
shares
|
$1.84 Million
0.25% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
3,681
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,677
shares
|
$1.84 Million
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
3,676
shares
|
$1.84 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
3,675
shares
|
$1.84 Million
0.97% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
3,672
shares
|
$1.84 Million
0.39% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
3,672
shares
|
$1.84 Million
0.85% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,669
shares
|
$1.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,668
shares
|
$1.83 Million
0.45% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,665
shares
|
$1.83 Million
0.34% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
3,664
shares
|
$1.83 Million
0.67% of portfolio
|
Q4 2024
Reduced 24.67%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,662
shares
|
$1.83 Million
0.57% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,661
shares
|
$1.83 Million
0.52% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
3,660
shares
|
$1.83 Million
0.75% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,660
shares
|
$1.83 Million
1.27% of portfolio
|
Q1 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
3,654
shares
|
$1.83 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
3,652
shares
|
$1.83 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,648
shares
|
$1.82 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,647
shares
|
$1.82 Million
0.62% of portfolio
|
Q4 2024
Added 133.93%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
3,645
shares
|
$1.82 Million
0.51% of portfolio
|
Q4 2024
Added 75.92%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
3,641
shares
|
$1.82 Million
0.72% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,640
shares
|
$1.82 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$1.82 Million
0.4% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
3,628
shares
|
$1.81 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.97%
|