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 4,500 institutions that hold shares in the stock, with a total of 836 Million shares, which have been reported (via 13F filing form) to have a value of $391 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
1,344
shares
|
$628,306
0.47% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,343
shares
|
$627,839
0.25% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
1,339
shares
|
$625,969
0.21% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,338
shares
|
$625,501
0.28% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
1,336
shares
|
$624,566
0.33% of portfolio
|
N/A
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
1,335
shares
|
$624,099
0.24% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
1,335
shares
|
$624,099
0.31% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,333
shares
|
$623,164
0.06% of portfolio
|
N/A
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,332
shares
|
$622,696
0.24% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,329
shares
|
$621,294
0.25% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
1,323
shares
|
$618,489
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,322
shares
|
$618,021
0.2% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
1,322
shares
|
$618,021
0.32% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
1,321
shares
|
$617,554
0.31% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$616,619
0.09% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,318
shares
|
$616,151
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,317
shares
|
$615,684
0.03% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,314
shares
|
$614,281
0.34% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$614,281
0.36% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
1,311
shares
|
$612,879
0.22% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,310
shares
|
$612,411
0.22% of portfolio
|
Q4 2024
Added 263.89%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
1,305
shares
|
$610,074
0.19% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,304
shares
|
$609,606
0.51% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$608,204
0.07% of portfolio
|
Q2 2024
Added 39.89%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
1,295
shares
|
$605,399
0.25% of portfolio
|
Q3 2024
Added 5.63%
|