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 |
|---|---|---|---|---|---|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
2,382
shares
|
$1.14 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,380
shares
|
$1.14 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
2,376
shares
|
$1.14 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,373
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,371
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
2,371
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
2,369
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
2,365
shares
|
$1.13 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
2,361
shares
|
$1.13 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.45%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
2,356
shares
|
$1.13 Million
0.66% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
2,356
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
2,355
shares
|
$1.13 Million
0.18% of portfolio
|
Q3 2024
Added 24.93%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
2,347
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2024
Added 42.24%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
2,346
shares
|
$1.12 Million
0.44% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
2,345
shares
|
$1.12 Million
0.72% of portfolio
|
Q4 2024
Added 38.68%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,343
shares
|
$1.12 Million
0.33% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,342
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
2,338
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2024
Added 44.95%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
2,338
shares
|
$1.12 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
2,331
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,329
shares
|
$1.11 Million
0.68% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,328
shares
|
$1.11 Million
0.57% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
2,324
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,316
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,313
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Added 139.19%
|