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 |
|---|---|---|---|---|---|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$502,198
0.13% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
1,048
shares
|
$501,719
0.14% of portfolio
|
Q4 2024
Added 28.59%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,043
shares
|
$499,325
0.14% of portfolio
|
Q4 2024
Reduced 19.33%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
1,041
shares
|
$498,368
0.26% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,040
shares
|
$497,889
0.1% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
1,037
shares
|
$496,453
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,036
shares
|
$495,974
0.07% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
1,034
shares
|
$495,017
0.22% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
1,032
shares
|
$494,059
0.2% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,029
shares
|
$492,623
0.17% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,029
shares
|
$492,623
0.16% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
1,025
shares
|
$490,708
2.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,024
shares
|
$490,229
0.21% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,024
shares
|
$490,229
0.3% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
1,024
shares
|
$490,229
0.33% of portfolio
|
Q4 2023
Reduced 53.96%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,024
shares
|
$490,229
0.77% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,022
shares
|
$489,272
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
1,020
shares
|
$488,314
0.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
1,019
shares
|
$487,836
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,018
shares
|
$487,357
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,015
shares
|
$485,921
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
1,014
shares
|
$485,442
0.32% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,013
shares
|
$484,963
0.26% of portfolio
|
Q3 2024
Reduced 53.95%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
1,012
shares
|
$484,484
0.07% of portfolio
|
Q4 2024
Reduced 80.45%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,011
shares
|
$484,006
0.57% of portfolio
|
Q1 2023
New holding
|