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 |
|---|---|---|---|---|---|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,125
shares
|
$538,582
0.05% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
1,125
shares
|
$538,582
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,123
shares
|
$537,625
0.02% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
1,123
shares
|
$537,625
0.37% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,122
shares
|
$537,146
0.14% of portfolio
|
Q4 2024
Added 280.34%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,120
shares
|
$536,188
0.19% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,120
shares
|
$536,188
0.12% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
1,120
shares
|
$536,188
0.3% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,119
shares
|
$535,710
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,118
shares
|
$535,231
0.27% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,115
shares
|
$533,795
0.12% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,114
shares
|
$533,316
0.26% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,114
shares
|
$533,316
0.12% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,112
shares
|
$532,358
0.2% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,109
shares
|
$530,922
0.17% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
1,109
shares
|
$530,922
0.38% of portfolio
|
Q3 2024
Added 22.41%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,109
shares
|
$530,922
0.16% of portfolio
|
N/A
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,109
shares
|
$530,922
0.12% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
1,108
shares
|
$530,443
0.44% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
1,108
shares
|
$530,443
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,108
shares
|
$530,443
0.11% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,108
shares
|
$530,443
0.27% of portfolio
|
Q3 2024
Added 79.87%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,105
shares
|
$529,007
0.35% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,099
shares
|
$526,135
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
1,096
shares
|
$524,699
0.01% of portfolio
|
Q4 2024
Reduced 4.7%
|