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 4,777 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 $416 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
1,505
shares
|
$720,503
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,504
shares
|
$720,024
0.14% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$719,067
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$719,067
0.5% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
1,501
shares
|
$718,588
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,500
shares
|
$718,110
0.1% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,499
shares
|
$717,631
0.22% of portfolio
|
N/A
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,498
shares
|
$717,152
0.29% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,495
shares
|
$715,716
0.25% of portfolio
|
Q4 2024
Reduced 23.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,494
shares
|
$715,237
0.26% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,493
shares
|
$714,758
0.39% of portfolio
|
Q3 2023
Reduced 0.67%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,490
shares
|
$713,322
0.15% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,488
shares
|
$712,365
0.2% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,486
shares
|
$711,407
0.22% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
1,485
shares
|
$710,928
0.4% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,482
shares
|
$709,492
0.23% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
1,481
shares
|
$709,013
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$708,535
0.25% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,479
shares
|
$708,056
0.21% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
1,471
shares
|
$704,226
0.35% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,470
shares
|
$703,747
0.05% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,469
shares
|
$703,269
0.27% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,468
shares
|
$702,790
0.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,468
shares
|
$702,790
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,465
shares
|
$701,354
0.16% of portfolio
|
Q1 2024
Added 34.4%
|