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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
571
shares
|
$273,360
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
571
shares
|
$273,360
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
570
shares
|
$272,881
0.09% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
569
shares
|
$272,403
0.03% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
569
shares
|
$272,403
0.22% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
568
shares
|
$271,924
0.11% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
567
shares
|
$271,445
0.12% of portfolio
|
Q4 2024
Reduced 38.37%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
566
shares
|
$270,966
0.08% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
565
shares
|
$270,488
0.07% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
564
shares
|
$270,009
0.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
563
shares
|
$269,530
0.12% of portfolio
|
Q4 2024
Added 28.54%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
562
shares
|
$269,051
0.16% of portfolio
|
Q4 2023
Reduced 41.09%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
562
shares
|
$269,051
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
562
shares
|
$269,051
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
561
shares
|
$268,573
0.08% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
560
shares
|
$268,094
0.09% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
559
shares
|
$267,615
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
558
shares
|
$267,136
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
557
shares
|
$266,658
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
557
shares
|
$266,658
0.17% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
554
shares
|
$265,221
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
553
shares
|
$264,743
0.98% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
553
shares
|
$264,743
0.06% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
550
shares
|
$263,307
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
549
shares
|
$262,828
0.19% of portfolio
|
Q4 2024
Reduced 9.85%
|