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 |
|---|---|---|---|---|---|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
505
shares
|
$241,763
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
504
shares
|
$241,284
1.91% of portfolio
|
Q1 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
502
shares
|
$240,327
0.19% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
500
shares
|
$239,370
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$239,370
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
500
shares
|
$239,370
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
500
shares
|
$239,370
0.05% of portfolio
|
Q1 2024
Reduced 27.85%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
500
shares
|
$239,370
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
500
shares
|
$239,370
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
500
shares
|
$239,370
0.17% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
500
shares
|
$239,370
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
500
shares
|
$239,370
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
500
shares
|
$239,370
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
500
shares
|
$239,370
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
500
shares
|
$239,370
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
499
shares
|
$238,891
0.08% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
499
shares
|
$238,891
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
498
shares
|
$238,412
0.04% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
496
shares
|
$237,455
0.1% of portfolio
|
Q4 2024
Added 26.53%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
495
shares
|
$236,976
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
494
shares
|
$236,497
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
492
shares
|
$235,540
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
491
shares
|
$235,061
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
491
shares
|
$235,061
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
491
shares
|
$235,061
0.08% of portfolio
|
Q4 2024
New holding
|