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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
955
shares
|
$457,196
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
954
shares
|
$456,717
0.15% of portfolio
|
N/A
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
950
shares
|
$454,803
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
950
shares
|
$454,803
0.27% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
949
shares
|
$454,324
0.23% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
948
shares
|
$453,845
0.28% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
948
shares
|
$453,845
0.3% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
945
shares
|
$452,409
0.21% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
945
shares
|
$452,409
0.12% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
945
shares
|
$452,409
0.11% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
945
shares
|
$452,409
0.15% of portfolio
|
Q4 2024
Reduced 37.83%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
945
shares
|
$452,409
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
942
shares
|
$450,973
0.16% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
941
shares
|
$450,494
0.09% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
941
shares
|
$450,494
0.2% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
940
shares
|
$450,015
0.16% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
939
shares
|
$449,536
0.22% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
936
shares
|
$448,100
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
935
shares
|
$447,621
0.39% of portfolio
|
Q1 2024
Reduced 27.8%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
934
shares
|
$447,143
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
934
shares
|
$447,143
0.17% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
933
shares
|
$446,664
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
931
shares
|
$445,706
0.56% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
930
shares
|
$445,228
0.1% of portfolio
|
Q4 2024
Added 78.85%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
929
shares
|
$444,749
0.11% of portfolio
|
Q3 2024
Added 0.32%
|