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 4,787 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 |
|---|---|---|---|---|---|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
5,250
shares
|
$2.62 Million
0.63% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
5,250
shares
|
$2.62 Million
1.91% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,246
shares
|
$2.62 Million
1.67% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,245
shares
|
$2.62 Million
0.38% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
5,234
shares
|
$2.62 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,227
shares
|
$2.61 Million
0.93% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
5,220
shares
|
$2.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
5,217
shares
|
$2.61 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
5,215
shares
|
$2.61 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,206
shares
|
$2.6 Million
0.79% of portfolio
|
Q4 2024
Added 64.18%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
5,205
shares
|
$2.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
5,197
shares
|
$2.6 Million
1.16% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
5,184
shares
|
$2.59 Million
1.09% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,174
shares
|
$2.59 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
5,145
shares
|
$2.57 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
5,142
shares
|
$2.57 Million
1.11% of portfolio
|
Q4 2024
Added 132.67%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
5,141
shares
|
$2.57 Million
0.69% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
5,136
shares
|
$2.57 Million
1.52% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,126
shares
|
$2.56 Million
1.03% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,125
shares
|
$2.56 Million
0.36% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,119
shares
|
$2.56 Million
0.18% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,118
shares
|
$2.56 Million
0.21% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
5,117
shares
|
$2.56 Million
0.28% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
5,110
shares
|
$2.55 Million
0.08% of portfolio
|
Q1 2024
Added 207.83%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
5,102
shares
|
$2.55 Million
2.18% of portfolio
|
Q4 2024
New holding
|