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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
1,146
shares
|
$541,038
0.24% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,142
shares
|
$539,149
0.3% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
1,140
shares
|
$538,205
0.17% of portfolio
|
Q4 2024
Added 39.88%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
1,140
shares
|
$538,205
0.28% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
1,139
shares
|
$537,733
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
1,132
shares
|
$534,428
0.26% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
1,132
shares
|
$534,428
0.1% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,132
shares
|
$534,428
0.3% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,129
shares
|
$533,012
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$533,012
0.22% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
1,126
shares
|
$531,595
0.27% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
1,125
shares
|
$531,123
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,123
shares
|
$530,179
0.03% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
1,123
shares
|
$530,179
0.37% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,122
shares
|
$529,707
0.14% of portfolio
|
Q4 2024
Added 280.34%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,120
shares
|
$528,763
0.19% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,120
shares
|
$528,763
0.12% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
1,120
shares
|
$528,763
0.3% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,119
shares
|
$528,291
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,115
shares
|
$526,402
0.12% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,114
shares
|
$525,930
0.26% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,114
shares
|
$525,930
0.12% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,112
shares
|
$524,986
0.19% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,109
shares
|
$523,569
0.17% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
1,109
shares
|
$523,569
0.47% of portfolio
|
Q3 2024
Added 22.41%
|