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 |
|---|---|---|---|---|---|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
740
shares
|
$354,267
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
739
shares
|
$353,788
0.11% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
736
shares
|
$352,352
0.1% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
735
shares
|
$351,873
0.14% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
735
shares
|
$351,873
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
734
shares
|
$351,395
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
734
shares
|
$351,395
0.18% of portfolio
|
Q4 2024
Added 51.34%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
733
shares
|
$350,916
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
731
shares
|
$349,958
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
731
shares
|
$349,958
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
729
shares
|
$349,001
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
729
shares
|
$349,001
0.2% of portfolio
|
Q2 2024
Added 52.83%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
725
shares
|
$347,086
0.15% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
725
shares
|
$347,086
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
723
shares
|
$346,129
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$344,692
0.58% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
720
shares
|
$344,692
0.11% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
720
shares
|
$344,692
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
719
shares
|
$344,214
0.13% of portfolio
|
Q4 2024
Reduced 82.39%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
715
shares
|
$342,299
0.09% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
715
shares
|
$342,299
0.1% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
715
shares
|
$342,299
0.26% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
714
shares
|
$341,820
0.12% of portfolio
|
Q2 2024
Added 11.91%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
712
shares
|
$340,862
0.29% of portfolio
|
Q4 2024
Reduced 56.32%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
712
shares
|
$340,862
0.11% of portfolio
|
Q4 2024
New holding
|