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 4,808 institutions that hold shares in the stock, with a total of 865 Million shares, which have been reported (via 13F filing form) to have a value of $457 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
632
shares
|
$334,157
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
631
shares
|
$333,628
0.35% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jan 15, 2025 Q4 2024 |
631
shares
|
$333,628
0.09% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
630
shares
|
$333,099
0.06% of portfolio
|
Q1 2024
Reduced 66.49%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$333,099
0.1% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
630
shares
|
$333,099
0.25% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
629
shares
|
$332,571
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
627
shares
|
$331,513
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
626
shares
|
$330,984
0.14% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
624
shares
|
$329,927
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
623
shares
|
$329,398
0.06% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
623
shares
|
$329,398
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
621
shares
|
$328,341
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
620
shares
|
$327,812
0.15% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
619
shares
|
$327,283
0.18% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
619
shares
|
$327,283
0.09% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
618
shares
|
$326,755
0.11% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
617
shares
|
$326,226
0.13% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
617
shares
|
$326,226
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
616
shares
|
$325,697
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
615
shares
|
$325,168
0.09% of portfolio
|
Q4 2023
Added 4.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
615
shares
|
$325,168
0.14% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
614
shares
|
$324,640
0.12% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
614
shares
|
$324,640
0.0% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
614
shares
|
$324,640
0.06% of portfolio
|
Q4 2024
Added 11.64%
|