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 4,436 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,036
shares
|
$479,864
0.07% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
1,034
shares
|
$478,938
0.22% of portfolio
|
Q4 2024
Added 22.37%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
1,032
shares
|
$478,012
0.2% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
1,032
shares
|
$478,012
0.14% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,029
shares
|
$476,622
0.17% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
American Asset Management Inc.
|
Jan 16, 2025 Q4 2024 |
1,025
shares
|
$474,769
2.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
1,024
shares
|
$474,306
0.45% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,024
shares
|
$474,306
0.21% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,024
shares
|
$474,306
0.3% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
1,024
shares
|
$474,306
0.32% of portfolio
|
Q4 2023
Reduced 53.96%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,024
shares
|
$474,306
0.77% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,018
shares
|
$471,527
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,015
shares
|
$470,137
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
1,014
shares
|
$469,674
0.32% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
1,013
shares
|
$469,211
0.26% of portfolio
|
Q3 2024
Reduced 53.95%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
1,011
shares
|
$468,285
0.16% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,011
shares
|
$468,285
0.57% of portfolio
|
Q1 2023
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
1,008
shares
|
$466,895
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
1,005
shares
|
$465,505
0.3% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,005
shares
|
$465,505
0.09% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
1,005
shares
|
$465,505
0.23% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
1,004
shares
|
$465,042
0.29% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,003
shares
|
$464,579
0.11% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$464,116
0.15% of portfolio
|
Q3 2024
Added 73.66%
|
|
|
Greenhaven Associates Inc
|
Jan 17, 2025 Q4 2024 |
1,001
shares
|
$463,653
0.01% of portfolio
|
N/A
|