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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,273
shares
|
$609,436
0.3% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,273
shares
|
$609,436
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$607,521
0.37% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,268
shares
|
$607,042
0.26% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,265
shares
|
$605,606
0.19% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
1,265
shares
|
$605,606
0.26% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,263
shares
|
$604,648
0.3% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
1,259
shares
|
$602,733
0.3% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$600,818
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,254
shares
|
$600,339
0.35% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$600,339
2.12% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
1,253
shares
|
$599,861
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,250
shares
|
$598,425
0.28% of portfolio
|
Q1 2023
Reduced 31.39%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,249
shares
|
$597,946
0.13% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,249
shares
|
$597,946
0.22% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
1,248
shares
|
$597,467
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
1,247
shares
|
$596,988
0.28% of portfolio
|
Q1 2024
Added 77.89%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
1,246
shares
|
$596,510
0.17% of portfolio
|
Q4 2024
Added 144.31%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,243
shares
|
$595,073
0.09% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,243
shares
|
$595,073
0.28% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,242
shares
|
$594,595
0.33% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
1,241
shares
|
$594,116
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,241
shares
|
$594,116
0.03% of portfolio
|
N/A
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
1,241
shares
|
$594,116
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
1,240
shares
|
$593,637
0.23% of portfolio
|
Q4 2024
Added 1.64%
|