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 4,377 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 $395 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
175,607
shares
|
$82.6 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
175,397
shares
|
$82.5 Million
0.4% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
174,542
shares
|
$82.1 Million
1.52% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
172,464
shares
|
$81.1 Million
0.08% of portfolio
|
Q3 2024
Added 46.85%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
169,476
shares
|
$79.7 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
169,346
shares
|
$79.6 Million
0.58% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Canoe Financial LP
Calgary, A0 |
Oct 24, 2024 Q3 2024 |
169,344
shares
|
$79.6 Million
1.86% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
168,979
shares
|
$79.5 Million
8.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
168,510
shares
|
$79.2 Million
14.89% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
168,068
shares
|
$79 Million
10.82% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
167,492
shares
|
$78.8 Million
5.97% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
166,634
shares
|
$78.3 Million
2.73% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
165,685
shares
|
$77.9 Million
4.98% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
165,663
shares
|
$77.9 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
165,197
shares
|
$77.7 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
164,439
shares
|
$77.3 Million
2.75% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
164,108
shares
|
$77.2 Million
1.03% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
163,680
shares
|
$77 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
162,894
shares
|
$76.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
162,858
shares
|
$76.6 Million
0.82% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
162,628
shares
|
$76.5 Million
1.05% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
162,026
shares
|
$76.2 Million
6.56% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
160,676
shares
|
$75.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
160,580
shares
|
$75.5 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
160,233
shares
|
$75.3 Million
14.6% of portfolio
|
Q3 2024
Reduced 19.35%
|