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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
929
shares
|
$444,749
0.02% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
929
shares
|
$444,749
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
926
shares
|
$443,313
0.23% of portfolio
|
Q3 2024
Added 64.48%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
925
shares
|
$442,834
0.13% of portfolio
|
Q4 2023
Added 23.33%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
925
shares
|
$442,834
0.1% of portfolio
|
Q3 2023
Reduced 5.13%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
925
shares
|
$442,834
0.05% of portfolio
|
Q4 2024
Reduced 30.19%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
922
shares
|
$441,398
0.15% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
921
shares
|
$440,919
0.16% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
919
shares
|
$439,962
0.1% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
918
shares
|
$439,483
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
917
shares
|
$439,004
0.06% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
917
shares
|
$439,004
0.18% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
915
shares
|
$438,047
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
912
shares
|
$436,610
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
912
shares
|
$436,610
0.23% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
907
shares
|
$434,217
0.31% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
903
shares
|
$432,302
0.17% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
903
shares
|
$432,302
0.14% of portfolio
|
Q1 2024
Reduced 18.21%
|
|
|
Gunderson Capital Management Inc.
|
Jan 13, 2025 Q4 2024 |
903
shares
|
$432,302
0.22% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
900
shares
|
$430,866
0.33% of portfolio
|
N/A
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
900
shares
|
$430,866
0.02% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
900
shares
|
$430,866
0.2% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
899
shares
|
$430,387
0.29% of portfolio
|
Q3 2024
Added 1283.08%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
898
shares
|
$429,908
0.18% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
897
shares
|
$429,429
0.17% of portfolio
|
Q4 2024
Added 1.47%
|