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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
687
shares
|
$328,894
0.22% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
685
shares
|
$327,936
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
682
shares
|
$326,500
0.17% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$326,021
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
681
shares
|
$326,021
0.19% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
680
shares
|
$325,543
0.15% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
680
shares
|
$325,543
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$325,064
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
679
shares
|
$325,064
0.05% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
679
shares
|
$325,064
0.1% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
678
shares
|
$324,585
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
676
shares
|
$323,628
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
675
shares
|
$323,149
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
673
shares
|
$322,192
0.16% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$322,192
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
672
shares
|
$321,713
0.06% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
671
shares
|
$321,234
0.14% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
671
shares
|
$321,234
0.26% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
670
shares
|
$320,755
0.12% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
670
shares
|
$320,755
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
670
shares
|
$320,755
0.12% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
669
shares
|
$320,277
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
668
shares
|
$319,798
0.05% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
667
shares
|
$319,319
0.25% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
666
shares
|
$318,840
0.23% of portfolio
|
Q1 2023
New holding
|