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 4,777 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 $416 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,310
shares
|
$627,149
0.22% of portfolio
|
Q4 2024
Added 263.89%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
1,308
shares
|
$626,191
0.17% of portfolio
|
Q4 2024
Reduced 53.52%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,308
shares
|
$626,191
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
1,305
shares
|
$624,755
0.19% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,304
shares
|
$624,276
0.12% of portfolio
|
Q4 2024
Reduced 46.75%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,304
shares
|
$624,276
0.51% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$622,840
0.07% of portfolio
|
Q2 2024
Added 39.89%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
1,295
shares
|
$619,968
0.7% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,291
shares
|
$618,053
0.09% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,291
shares
|
$618,053
0.09% of portfolio
|
Q4 2024
Reduced 72.48%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
1,287
shares
|
$616,138
0.18% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,287
shares
|
$616,138
0.06% of portfolio
|
Q2 2024
Added 38.39%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
1,286
shares
|
$615,659
0.29% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,284
shares
|
$614,702
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,283
shares
|
$614,223
0.47% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
1,283
shares
|
$614,223
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,282
shares
|
$613,744
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,282
shares
|
$613,744
0.49% of portfolio
|
Q4 2024
Added 27.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,281
shares
|
$613,265
0.28% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,279
shares
|
$612,308
0.43% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,277
shares
|
$611,350
0.41% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,277
shares
|
$611,350
0.18% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
1,277
shares
|
$611,350
0.64% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,276
shares
|
$610,872
0.39% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
1,275
shares
|
$610,393
0.08% of portfolio
|
Q1 2024
Added 3.92%
|