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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,585
shares
|
$758,802
0.2% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
1,585
shares
|
$758,802
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,584
shares
|
$758,324
0.28% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
1,581
shares
|
$756,887
0.8% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,578
shares
|
$755,451
0.25% of portfolio
|
Q4 2024
Added 178.31%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,576
shares
|
$754,494
0.36% of portfolio
|
N/A
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
1,575
shares
|
$754,015
0.0% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
1,575
shares
|
$754,015
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
1,574
shares
|
$753,536
0.28% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
1,573
shares
|
$753,058
0.04% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
1,573
shares
|
$753,058
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
1,572
shares
|
$752,579
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,571
shares
|
$752,100
0.2% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,571
shares
|
$752,100
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
1,571
shares
|
$752,100
0.56% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
1,569
shares
|
$751,143
0.01% of portfolio
|
Q4 2024
Reduced 85.88%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,568
shares
|
$750,664
0.02% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,561
shares
|
$747,313
0.53% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,561
shares
|
$747,313
0.33% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,561
shares
|
$747,313
0.28% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,556
shares
|
$744,919
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,556
shares
|
$744,919
0.21% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
1,556
shares
|
$744,919
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
1,553
shares
|
$743,483
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,553
shares
|
$743,483
0.08% of portfolio
|
Q1 2023
Added 13.94%
|