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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
3,534
shares
|
$1.77 Million
0.52% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,532
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
3,531
shares
|
$1.76 Million
0.47% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
3,524
shares
|
$1.76 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,523
shares
|
$1.76 Million
0.8% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
3,521
shares
|
$1.76 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,518
shares
|
$1.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,511
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,509
shares
|
$1.75 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
3,504
shares
|
$1.75 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,501
shares
|
$1.75 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
3,500
shares
|
$1.75 Million
0.41% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,497
shares
|
$1.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,494
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
3,494
shares
|
$1.75 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
3,492
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,492
shares
|
$1.75 Million
1.19% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Feb 11, 2025 Q4 2024 |
3,490
shares
|
$1.74 Million
1.2% of portfolio
|
Q4 2024
Added 58066.67%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
3,488
shares
|
$1.74 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
3,480
shares
|
$1.74 Million
1.3% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
3,474
shares
|
$1.74 Million
0.41% of portfolio
|
N/A
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
3,460
shares
|
$1.73 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
3,459
shares
|
$1.73 Million
1.34% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,450
shares
|
$1.72 Million
0.89% of portfolio
|
Q1 2023
Added 7.48%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
3,448
shares
|
$1.72 Million
0.36% of portfolio
|
Q4 2024
Added 22.97%
|