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 4,436 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,322
shares
|
$612,337
0.2% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
1,322
shares
|
$612,337
0.32% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
1,321
shares
|
$611,873
0.31% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$610,947
0.09% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,318
shares
|
$610,484
0.19% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,318
shares
|
$610,484
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,317
shares
|
$610,021
0.03% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$608,631
0.36% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,307
shares
|
$605,389
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
1,305
shares
|
$604,462
0.2% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,304
shares
|
$603,999
0.51% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$602,610
0.07% of portfolio
|
Q2 2024
Added 39.89%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
1,295
shares
|
$599,831
0.25% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
1,295
shares
|
$599,831
0.7% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,291
shares
|
$597,978
0.09% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,291
shares
|
$597,978
0.09% of portfolio
|
Q4 2024
Reduced 72.48%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
1,287
shares
|
$596,125
0.18% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,287
shares
|
$596,125
0.06% of portfolio
|
Q2 2024
Added 38.39%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
1,286
shares
|
$595,662
0.29% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,284
shares
|
$594,735
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,283
shares
|
$594,272
0.2% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,283
shares
|
$594,272
0.47% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
1,283
shares
|
$594,272
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,282
shares
|
$593,809
0.49% of portfolio
|
Q4 2024
Added 27.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,281
shares
|
$593,346
0.28% of portfolio
|
Q4 2024
Reduced 1.69%
|