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 4,783 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 $432 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,201
shares
|
$5.1 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
10,194
shares
|
$5.1 Million
1.03% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,185
shares
|
$5.09 Million
0.4% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
10,167
shares
|
$5.08 Million
2.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
10,167
shares
|
$5.08 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,152
shares
|
$5.07 Million
1.18% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
10,150
shares
|
$5.07 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
10,139
shares
|
$5.07 Million
1.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
10,125
shares
|
$5.06 Million
0.77% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
10,104
shares
|
$5.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,099
shares
|
$5.05 Million
6.18% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,079
shares
|
$5.04 Million
0.46% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,055
shares
|
$5.03 Million
0.32% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
10,038
shares
|
$5.02 Million
4.29% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
10,037
shares
|
$5.02 Million
0.17% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
10,031
shares
|
$5.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
10,029
shares
|
$5.01 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,010
shares
|
$5 Million
1.19% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
10,007
shares
|
$5 Million
1.83% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,007
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
10,005
shares
|
$5 Million
1.11% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,003
shares
|
$5 Million
2.99% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
9,986
shares
|
$4.99 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
9,979
shares
|
$4.99 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$4.99 Million
1.74% of portfolio
|
Q4 2024
Reduced 2.43%
|