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 |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
530
shares
|
$245,490
0.1% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
530
shares
|
$245,490
0.09% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
529
shares
|
$245,027
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
529
shares
|
$245,027
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
526
shares
|
$243,637
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
526
shares
|
$243,637
0.14% of portfolio
|
Q3 2024
Reduced 86.89%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
526
shares
|
$243,637
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$243,174
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
525
shares
|
$243,174
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
524
shares
|
$242,711
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
522
shares
|
$241,785
0.09% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
522
shares
|
$241,785
0.09% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
521
shares
|
$241,321
0.09% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
521
shares
|
$241,321
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
520
shares
|
$240,858
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
519
shares
|
$240,395
0.12% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
518
shares
|
$239,932
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
516
shares
|
$239,006
0.11% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
516
shares
|
$239,006
0.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
515
shares
|
$238,542
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
515
shares
|
$238,542
0.15% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
514
shares
|
$238,079
0.13% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
513
shares
|
$237,616
0.15% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
512
shares
|
$237,153
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$236,690
0.36% of portfolio
|
Q3 2024
Reduced 8.91%
|