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 |
|---|---|---|---|---|---|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
2,311
shares
|
$1.11 Million
0.91% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,310
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,310
shares
|
$1.11 Million
0.68% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
2,306
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
2,303
shares
|
$1.1 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,301
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,291
shares
|
$1.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
2,291
shares
|
$1.1 Million
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,286
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2023
Added 12.28%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
2,285
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 47.89%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
2,285
shares
|
$1.09 Million
0.26% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,285
shares
|
$1.09 Million
0.41% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,283
shares
|
$1.09 Million
0.35% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,281
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
2,278
shares
|
$1.09 Million
0.7% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,277
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,274
shares
|
$1.09 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
2,271
shares
|
$1.09 Million
0.42% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,270
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 98.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,267
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,265
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
2,260
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,259
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
2,257
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 24.99%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
2,256
shares
|
$1.08 Million
0.24% of portfolio
|
Q4 2024
New holding
|