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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,239
shares
|
$593,158
0.15% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,237
shares
|
$592,201
0.09% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,237
shares
|
$592,201
0.49% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
1,235
shares
|
$591,243
0.04% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,233
shares
|
$590,286
0.4% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$590,286
0.29% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
1,232
shares
|
$589,807
0.58% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
1,231
shares
|
$589,328
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
1,230
shares
|
$588,850
0.35% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
1,228
shares
|
$587,892
0.07% of portfolio
|
Q3 2021
Added 1.08%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
1,226
shares
|
$586,935
0.24% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,226
shares
|
$586,935
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
1,224
shares
|
$585,977
0.23% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
1,223
shares
|
$585,499
0.08% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$585,499
0.06% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
1,222
shares
|
$585,020
0.01% of portfolio
|
Q4 2024
Added 106.42%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
1,222
shares
|
$585,020
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
1,221
shares
|
$584,541
0.3% of portfolio
|
N/A
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
1,219
shares
|
$583,584
0.2% of portfolio
|
Q1 2024
Reduced 13.48%
|
|
|
Anson Funds Management LP
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,218
shares
|
$583,105
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,217
shares
|
$582,626
0.12% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,216
shares
|
$582,147
0.05% of portfolio
|
Q1 2023
Reduced 7.25%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,214
shares
|
$581,190
0.08% of portfolio
|
Q4 2024
Added 27.92%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
1,214
shares
|
$581,190
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,213
shares
|
$580,711
0.21% of portfolio
|
Q4 2022
Added 38.47%
|