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 4,551 institutions that hold shares in the stock, with a total of 841 Million shares, which have been reported (via 13F filing form) to have a value of $397 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,282
shares
|
$605,245
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,282
shares
|
$605,245
0.49% of portfolio
|
Q4 2024
Added 27.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,281
shares
|
$604,772
0.28% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,279
shares
|
$603,828
0.43% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,277
shares
|
$602,884
0.41% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,277
shares
|
$602,884
0.18% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,276
shares
|
$602,412
0.42% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$602,412
0.07% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
1,275
shares
|
$601,940
0.08% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,273
shares
|
$600,996
0.3% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,273
shares
|
$600,996
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
1,268
shares
|
$598,635
0.26% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,265
shares
|
$597,219
0.19% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
1,265
shares
|
$597,219
0.26% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,263
shares
|
$596,274
0.3% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
1,261
shares
|
$595,330
0.37% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
1,259
shares
|
$594,386
0.3% of portfolio
|
Q4 2024
Reduced 14.53%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$592,498
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
|
$592,025
0.35% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$592,025
2.35% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,250
shares
|
$590,137
0.28% of portfolio
|
Q1 2023
Reduced 31.39%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
1,249
shares
|
$589,665
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
|
$589,665
0.22% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Feb 04, 2025 Q4 2024 |
1,248
shares
|
$589,193
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
1,247
shares
|
$588,721
0.28% of portfolio
|
Q1 2024
Added 77.89%
|