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 |
|---|---|---|---|---|---|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
612
shares
|
$292,988
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
610
shares
|
$292,031
0.11% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
610
shares
|
$292,031
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
609
shares
|
$291,552
0.13% of portfolio
|
Q4 2023
Added 0.33%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
609
shares
|
$291,552
0.03% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
608
shares
|
$291,073
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
605
shares
|
$289,637
0.15% of portfolio
|
N/A
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
605
shares
|
$289,637
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
605
shares
|
$289,637
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
604
shares
|
$289,158
0.21% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
604
shares
|
$289,158
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
604
shares
|
$289,158
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
603
shares
|
$288,680
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
602
shares
|
$288,201
0.09% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
602
shares
|
$288,201
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
602
shares
|
$288,201
0.24% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
601
shares
|
$287,722
0.11% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$287,244
0.18% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
600
shares
|
$287,244
0.13% of portfolio
|
Q2 2023
Reduced 24.05%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$287,244
0.15% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
600
shares
|
$287,244
0.08% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
600
shares
|
$287,244
0.14% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
600
shares
|
$287,244
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
595
shares
|
$284,850
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
595
shares
|
$284,850
0.03% of portfolio
|
Q4 2024
Reduced 1.98%
|