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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
7,093
shares
|
$3.55 Million
2.38% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
7,087
shares
|
$3.54 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
7,083
shares
|
$3.54 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
7,078
shares
|
$3.54 Million
2.45% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
7,067
shares
|
$3.53 Million
1.0% of portfolio
|
Q4 2024
Reduced 92.71%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
7,067
shares
|
$3.53 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
7,064
shares
|
$3.53 Million
0.9% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,063
shares
|
$3.53 Million
1.64% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,061
shares
|
$3.53 Million
0.66% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
7,044
shares
|
$3.52 Million
1.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
7,042
shares
|
$3.52 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,041
shares
|
$3.52 Million
1.09% of portfolio
|
Q1 2023
Added 30.27%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,021
shares
|
$3.51 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
7,015
shares
|
$3.51 Million
3.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
7,014
shares
|
$3.51 Million
0.65% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
7,001
shares
|
$3.5 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Feb 11, 2025 Q4 2024 |
7,000
shares
|
$3.5 Million
1.11% of portfolio
|
Q4 2024
Added 55.87%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
6,999
shares
|
$3.5 Million
0.51% of portfolio
|
Q4 2022
Added 20.82%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
6,997
shares
|
$3.5 Million
0.83% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,985
shares
|
$3.49 Million
0.63% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,982
shares
|
$3.49 Million
0.92% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
6,979
shares
|
$3.49 Million
0.3% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,976
shares
|
$3.49 Million
1.81% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
6,964
shares
|
$3.48 Million
3.93% of portfolio
|
Q1 2024
Reduced 12.72%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
6,952
shares
|
$3.47 Million
2.07% of portfolio
|
Q3 2024
Added 0.56%
|