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 4,832 institutions that hold shares in the stock, with a total of 881 Million shares, which have been reported (via 13F filing form) to have a value of $463 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,542
shares
|
$809,611
0.34% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
1,538
shares
|
$807,511
0.38% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,537
shares
|
$806,986
0.02% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
1,532
shares
|
$804,361
0.09% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,532
shares
|
$804,361
0.38% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,530
shares
|
$803,311
0.34% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,529
shares
|
$802,786
0.1% of portfolio
|
Q4 2024
Reduced 74.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,528
shares
|
$802,261
0.43% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,525
shares
|
$800,686
0.44% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,524
shares
|
$800,160
0.35% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$800,160
0.04% of portfolio
|
N/A
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,521
shares
|
$798,585
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
1,520
shares
|
$798,060
0.5% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,520
shares
|
$798,060
0.17% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
1,516
shares
|
$795,960
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
1,514
shares
|
$794,910
0.22% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,511
shares
|
$793,335
0.06% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,511
shares
|
$793,335
0.14% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
1,508
shares
|
$791,760
0.51% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,508
shares
|
$791,760
0.54% of portfolio
|
Q4 2024
Added 82.35%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
1,508
shares
|
$791,760
0.2% of portfolio
|
Q4 2024
Added 61.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,507
shares
|
$791,235
0.03% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
1,505
shares
|
$790,185
0.0% of portfolio
|
Q4 2024
Added 99.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,504
shares
|
$789,660
0.14% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,504
shares
|
$789,660
0.62% of portfolio
|
Q1 2025
Added 10.02%
|