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 |
|---|---|---|---|---|---|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
811
shares
|
$388,258
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
811
shares
|
$388,258
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
811
shares
|
$388,258
0.14% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
811
shares
|
$388,258
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$387,779
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
810
shares
|
$387,779
0.1% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
810
shares
|
$387,779
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
809
shares
|
$387,300
0.21% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
804
shares
|
$384,906
0.17% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
804
shares
|
$384,906
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
802
shares
|
$383,949
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
800
shares
|
$382,992
0.24% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
800
shares
|
$382,992
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
800
shares
|
$382,992
0.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
800
shares
|
$382,992
0.03% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
800
shares
|
$382,992
0.14% of portfolio
|
Q2 2024
Added 65.29%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
799
shares
|
$382,513
0.27% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
798
shares
|
$382,034
0.11% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
797
shares
|
$381,555
0.2% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
797
shares
|
$381,555
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
796
shares
|
$381,077
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
795
shares
|
$380,598
0.22% of portfolio
|
Q4 2021
Closed
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
795
shares
|
$380,598
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
794
shares
|
$380,119
0.2% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
793
shares
|
$379,640
0.21% of portfolio
|
Q4 2024
Reduced 7.14%
|