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 |
|---|---|---|---|---|---|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
1,746
shares
|
$835,880
0.39% of portfolio
|
Q4 2024
Added 52.89%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
1,746
shares
|
$835,880
0.25% of portfolio
|
Q4 2024
Reduced 94.06%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,741
shares
|
$833,486
0.21% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,740
shares
|
$833,007
0.16% of portfolio
|
Q4 2024
Added 176.63%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
1,740
shares
|
$833,007
0.22% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,740
shares
|
$833,007
0.27% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
1,735
shares
|
$830,613
0.22% of portfolio
|
Q4 2024
Added 43.39%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,732
shares
|
$829,177
0.1% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,728
shares
|
$827,262
0.23% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,728
shares
|
$827,262
0.58% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,728
shares
|
$827,262
0.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,726
shares
|
$826,305
0.11% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,721
shares
|
$823,911
0.36% of portfolio
|
Q1 2023
Added 6.17%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,719
shares
|
$822,954
0.72% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,714
shares
|
$820,560
0.14% of portfolio
|
Q3 2023
Added 2.51%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
1,712
shares
|
$819,602
0.08% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
1,712
shares
|
$819,602
0.44% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,709
shares
|
$818,166
0.54% of portfolio
|
N/A
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,707
shares
|
$817,209
0.33% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,706
shares
|
$816,730
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,706
shares
|
$816,730
0.08% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
1,699
shares
|
$813,379
0.41% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,699
shares
|
$813,379
0.14% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,698
shares
|
$812,900
0.3% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
1,698
shares
|
$812,900
0.77% of portfolio
|
Q4 2024
New holding
|