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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,572
shares
|
$2.78 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
5,560
shares
|
$2.78 Million
1.26% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
5,557
shares
|
$2.78 Million
2.93% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
5,545
shares
|
$2.77 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
5,534
shares
|
$2.77 Million
2.14% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
5,512
shares
|
$2.76 Million
0.64% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
5,508
shares
|
$2.75 Million
0.58% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,506
shares
|
$2.75 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,502
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
5,496
shares
|
$2.75 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,490
shares
|
$2.74 Million
1.62% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
5,487
shares
|
$2.74 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
5,481
shares
|
$2.74 Million
1.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
5,479
shares
|
$2.74 Million
0.35% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
5,479
shares
|
$2.74 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,478
shares
|
$2.74 Million
0.35% of portfolio
|
Q3 2023
Reduced 5.04%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
5,477
shares
|
$2.74 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,469
shares
|
$2.73 Million
1.09% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
5,467
shares
|
$2.73 Million
0.53% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,464
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
5,446
shares
|
$2.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
5,431
shares
|
$2.71 Million
0.6% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,430
shares
|
$2.71 Million
0.52% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
5,427
shares
|
$2.71 Million
0.52% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
5,412
shares
|
$2.71 Million
1.05% of portfolio
|
Q3 2024
Added 9.33%
|