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 4,606 institutions that hold shares in the stock, with a total of 843 Million shares, which have been reported (via 13F filing form) to have a value of $398 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,841
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,838
shares
|
$1.81 Million
0.3% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
3,831
shares
|
$1.81 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,830
shares
|
$1.81 Million
1.01% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,827
shares
|
$1.81 Million
0.82% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
3,819
shares
|
$1.8 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
|
$1.8 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,813
shares
|
$1.8 Million
1.09% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
3,803
shares
|
$1.8 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,801
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
3,800
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,798
shares
|
$1.79 Million
0.35% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,796
shares
|
$1.79 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
|
$1.79 Million
0.61% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,778
shares
|
$1.79 Million
0.8% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$1.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,764
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$1.78 Million
0.63% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
3,760
shares
|
$1.78 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,755
shares
|
$1.77 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$1.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
3,751
shares
|
$1.77 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
3,749
shares
|
$1.77 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,746
shares
|
$1.77 Million
1.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
3,742
shares
|
$1.77 Million
0.63% of portfolio
|
Q4 2024
Added 0.43%
|