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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
594
shares
|
$284,371
0.2% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
593
shares
|
$283,892
0.06% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
593
shares
|
$283,892
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
592
shares
|
$283,414
0.18% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
592
shares
|
$283,414
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
590
shares
|
$282,456
0.22% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
589
shares
|
$281,977
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
589
shares
|
$281,977
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
589
shares
|
$281,977
0.17% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
587
shares
|
$281,020
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
586
shares
|
$280,541
0.02% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
586
shares
|
$280,541
0.11% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
585
shares
|
$280,062
0.08% of portfolio
|
Q4 2024
Reduced 44.07%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
585
shares
|
$280,062
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
583
shares
|
$279,105
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
582
shares
|
$278,626
0.04% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
581
shares
|
$278,147
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
581
shares
|
$278,147
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
579
shares
|
$277,190
0.14% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Whitford Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
578
shares
|
$276,711
0.07% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
577
shares
|
$276,232
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
575
shares
|
$275,275
0.11% of portfolio
|
Q2 2024
Reduced 70.66%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
575
shares
|
$275,275
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
574
shares
|
$274,796
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
572
shares
|
$273,839
0.2% of portfolio
|
Q4 2024
Reduced 4.83%
|