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 |
|---|---|---|---|---|---|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
8,162
shares
|
$4.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
8,161
shares
|
$4.08 Million
1.77% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
8,145
shares
|
$4.07 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,135
shares
|
$4.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,118
shares
|
$4.06 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
8,091
shares
|
$4.04 Million
2.61% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
8,091
shares
|
$4.04 Million
2.21% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,089
shares
|
$4.04 Million
0.39% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
8,082
shares
|
$4.04 Million
1.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
8,069
shares
|
$4.03 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
8,065
shares
|
$4.03 Million
0.16% of portfolio
|
Q4 2024
Added 167.32%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
8,037
shares
|
$4.02 Million
1.82% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
8,028
shares
|
$4.01 Million
2.17% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
8,023
shares
|
$4.01 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
7,999
shares
|
$4 Million
0.49% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,999
shares
|
$4 Million
1.69% of portfolio
|
Q1 2023
Reduced 14.21%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
7,995
shares
|
$4 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
7,988
shares
|
$3.99 Million
0.78% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ttp Investments, Inc.
|
Jan 21, 2025 Q4 2024 |
7,987
shares
|
$3.99 Million
1.51% of portfolio
|
Q4 2024
Added 23.56%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
7,982
shares
|
$3.99 Million
1.11% of portfolio
|
Q4 2023
Reduced 1.64%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,981
shares
|
$3.99 Million
0.65% of portfolio
|
Q1 2023
Reduced 2.44%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,964
shares
|
$3.98 Million
0.81% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
7,959
shares
|
$3.98 Million
1.81% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,952
shares
|
$3.97 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
7,945
shares
|
$3.97 Million
1.55% of portfolio
|
Q4 2024
Reduced 2.22%
|