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 4,783 institutions that hold shares in the stock, with a total of 864 Million shares, which have been reported (via 13F filing form) to have a value of $432 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,875
shares
|
$1.94 Million
0.51% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,874
shares
|
$1.94 Million
0.86% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
3,873
shares
|
$1.94 Million
3.08% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
3,871
shares
|
$1.93 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
3,868
shares
|
$1.93 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
3,859
shares
|
$1.93 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
3,851
shares
|
$1.92 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,851
shares
|
$1.92 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,845
shares
|
$1.92 Million
0.54% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
3,842
shares
|
$1.92 Million
0.9% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,841
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,838
shares
|
$1.92 Million
0.3% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
3,831
shares
|
$1.91 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,830
shares
|
$1.91 Million
1.01% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
3,819
shares
|
$1.91 Million
0.86% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
3,815
shares
|
$1.91 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
3,803
shares
|
$1.9 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
3,801
shares
|
$1.9 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
3,800
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,798
shares
|
$1.9 Million
0.35% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,796
shares
|
$1.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
3,791
shares
|
$1.89 Million
0.61% of portfolio
|
Q2 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,780
shares
|
$1.89 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,778
shares
|
$1.89 Million
0.8% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|