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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,038
shares
|
$975,672
0.13% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
2,037
shares
|
$975,193
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,036
shares
|
$974,714
0.08% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,036
shares
|
$974,714
0.63% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
2,031
shares
|
$972,320
0.56% of portfolio
|
Q4 2024
Reduced 27.46%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,028
shares
|
$970,884
0.43% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
2,025
shares
|
$969,448
1.63% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
2,021
shares
|
$967,533
0.41% of portfolio
|
Q4 2024
Reduced 22.6%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,020
shares
|
$967,054
0.65% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,019
shares
|
$966,576
0.33% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,016
shares
|
$965,139
0.34% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
2,013
shares
|
$963,703
0.19% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
2,013
shares
|
$963,703
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
2,012
shares
|
$963,224
0.61% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
2,011
shares
|
$962,746
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
2,008
shares
|
$961,309
0.46% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,006
shares
|
$960,352
0.41% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
2,004
shares
|
$959,394
0.2% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,001
shares
|
$957,958
0.21% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,000
shares
|
$957,480
0.98% of portfolio
|
N/A
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$957,480
0.04% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
1,999
shares
|
$957,001
0.6% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
1,994
shares
|
$954,607
0.79% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,992
shares
|
$953,650
0.1% of portfolio
|
Q4 2024
Reduced 90.9%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
1,991
shares
|
$953,171
0.69% of portfolio
|
Q3 2024
Reduced 2.69%
|