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 |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
1,902
shares
|
$910,563
0.52% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,901
shares
|
$910,084
0.47% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,899
shares
|
$909,127
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,897
shares
|
$908,169
0.17% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,894
shares
|
$906,733
0.19% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,893
shares
|
$906,254
0.54% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,889
shares
|
$904,339
0.5% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
1,882
shares
|
$900,988
0.64% of portfolio
|
Q1 2024
Added 24.47%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,881
shares
|
$900,509
0.25% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
1,880
shares
|
$900,031
0.13% of portfolio
|
Q4 2023
Reduced 11.74%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Feb 12, 2025 Q4 2024 |
1,880
shares
|
$900,031
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
1,879
shares
|
$899,552
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
1,878
shares
|
$899,073
0.51% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
1,878
shares
|
$899,073
0.34% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,877
shares
|
$898,594
0.17% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
1,873
shares
|
$896,680
0.25% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,869
shares
|
$894,765
0.38% of portfolio
|
Q4 2024
Added 39.06%
|
|
|
Bruni J V & CO
|
Feb 05, 2025 Q4 2024 |
1,867
shares
|
$893,807
0.11% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
1,864
shares
|
$892,371
0.5% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
1,861
shares
|
$890,935
0.1% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,857
shares
|
$889,020
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,856
shares
|
$888,541
0.12% of portfolio
|
Q3 2024
Added 85.6%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,855
shares
|
$888,062
0.19% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,853
shares
|
$887,105
0.68% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,852
shares
|
$886,626
0.7% of portfolio
|
Q3 2024
Added 0.82%
|