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 |
|---|---|---|---|---|---|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
2,441
shares
|
$1.17 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,436
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
2,431
shares
|
$1.16 Million
0.97% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
2,428
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 183.31%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,424
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,420
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
2,415
shares
|
$1.16 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,414
shares
|
$1.16 Million
0.59% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,413
shares
|
$1.16 Million
0.47% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
2,412
shares
|
$1.15 Million
0.81% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
2,407
shares
|
$1.15 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,405
shares
|
$1.15 Million
0.44% of portfolio
|
Q2 2023
Added 5.07%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
2,403
shares
|
$1.15 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,398
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2,396
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,393
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
2,391
shares
|
$1.14 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,389
shares
|
$1.14 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,388
shares
|
$1.14 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
2,387
shares
|
$1.14 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,385
shares
|
$1.14 Million
0.44% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,383
shares
|
$1.14 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,382
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 23.55%
|