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 4,792 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 $435 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
405
shares
|
$208,101
0.08% of portfolio
|
Q4 2024
Added 122.53%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
405
shares
|
$208,101
0.22% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$205,532
0.16% of portfolio
|
N/A
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
400
shares
|
$205,532
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
392
shares
|
$201,421
0.05% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
390
shares
|
$200,393
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
389
shares
|
$199,879
0.07% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
388
shares
|
$199,366
0.09% of portfolio
|
N/A
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
388
shares
|
$199,366
0.84% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
386
shares
|
$198,338
0.03% of portfolio
|
Q4 2024
Added 34.97%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
382
shares
|
$196,283
0.2% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
377
shares
|
$193,713
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
376
shares
|
$193,200
0.09% of portfolio
|
Q1 2024
Added 14.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
374
shares
|
$192,172
0.13% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
366
shares
|
$188,061
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
360
shares
|
$184,978
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
358
shares
|
$183,951
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
355
shares
|
$182,409
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
335
shares
|
$172,133
0.05% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
333
shares
|
$171,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
331
shares
|
$170,077
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
322
shares
|
$165,453
0.08% of portfolio
|
Q4 2023
Reduced 48.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
317
shares
|
$162,884
0.06% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
300
shares
|
$154,149
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
288
shares
|
$147,983
0.04% of portfolio
|
Q3 2024
Reduced 10.28%
|