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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
1,852
shares
|
$886,626
0.51% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,849
shares
|
$885,190
0.88% of portfolio
|
Q4 2022
Added 4.11%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,849
shares
|
$885,190
0.27% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,844
shares
|
$882,796
0.53% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,844
shares
|
$882,796
0.53% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
1,841
shares
|
$881,360
0.32% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$881,360
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,840
shares
|
$880,881
0.31% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,840
shares
|
$880,881
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,840
shares
|
$880,881
0.54% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
1,839
shares
|
$880,402
0.11% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,838
shares
|
$879,924
0.2% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
1,837
shares
|
$879,445
0.08% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,833
shares
|
$877,530
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,822
shares
|
$872,264
0.55% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,822
shares
|
$872,264
0.65% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,820
shares
|
$871,306
0.27% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
1,819
shares
|
$870,828
0.43% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,815
shares
|
$868,913
0.23% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,806
shares
|
$864,604
0.16% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,803
shares
|
$863,168
0.1% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
1,801
shares
|
$862,210
0.04% of portfolio
|
Q4 2024
Reduced 94.5%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,801
shares
|
$862,210
0.57% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,797
shares
|
$860,295
0.62% of portfolio
|
Q4 2024
Reduced 21.94%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,796
shares
|
$859,817
0.1% of portfolio
|
Q4 2024
Added 40.75%
|