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 4,781 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 $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
2,972
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
Added 108.42%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,971
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,971
shares
|
$1.42 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,970
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
2,966
shares
|
$1.42 Million
0.93% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,965
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
2,965
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,960
shares
|
$1.42 Million
1.81% of portfolio
|
Q4 2023
Reduced 3.49%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,953
shares
|
$1.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
2,950
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Farley Capital L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,949
shares
|
$1.41 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
2,946
shares
|
$1.41 Million
0.94% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
2,944
shares
|
$1.41 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
2,938
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
2,937
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
2,932
shares
|
$1.4 Million
0.56% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,930
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,926
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,920
shares
|
$1.4 Million
0.65% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
2,919
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
2,918
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
2,914
shares
|
$1.4 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
2,909
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,904
shares
|
$1.39 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,888
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 11.46%
|