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 |
|---|---|---|---|---|---|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,151
shares
|
$1.03 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
2,150
shares
|
$1.03 Million
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,150
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,148
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,146
shares
|
$1.03 Million
0.76% of portfolio
|
Q4 2024
Added 84.52%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
2,138
shares
|
$1.02 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,135
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
2,133
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,133
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
2,126
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,125
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
2,122
shares
|
$1.02 Million
0.61% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,116
shares
|
$1.01 Million
0.61% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
2,113
shares
|
$1.01 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,111
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,110
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
2,100
shares
|
$1.01 Million
0.43% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,099
shares
|
$1 Million
0.23% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
2,097
shares
|
$1 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
2,094
shares
|
$1 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,093
shares
|
$1 Million
0.3% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
2,091
shares
|
$1 Million
0.61% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
2,084
shares
|
$997,694
1.22% of portfolio
|
Q4 2022
Added 8.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,084
shares
|
$997,694
0.17% of portfolio
|
Q1 2024
New holding
|