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 4,551 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $397 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
322
shares
|
$152,019
0.08% of portfolio
|
Q4 2023
Reduced 48.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
317
shares
|
$149,658
0.06% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
300
shares
|
$141,633
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
288
shares
|
$135,967
0.05% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
284
shares
|
$134,079
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
284
shares
|
$134,079
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
283
shares
|
$133,607
0.01% of portfolio
|
N/A
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
282
shares
|
$133,135
0.06% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
268
shares
|
$126,525
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$126,053
0.04% of portfolio
|
Q1 2024
Reduced 95.45%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
260
shares
|
$122,748
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
257
shares
|
$121,332
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
256
shares
|
$120,860
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
250
shares
|
$118,027
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
247
shares
|
$116,611
0.07% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
242
shares
|
$114,250
0.08% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
236
shares
|
$111,417
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
234
shares
|
$110,473
0.04% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
233
shares
|
$110,001
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
217
shares
|
$102,447
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
209
shares
|
$98,670
0.03% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
201
shares
|
$94,894
0.01% of portfolio
|
Q4 2024
Added 67.5%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
200
shares
|
$94,422
0.03% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
200
shares
|
$94,422
0.04% of portfolio
|
Q4 2023
Reduced 50.74%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$94,422
3.56% of portfolio
|
Q1 2024
New holding
|