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 |
|---|---|---|---|---|---|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
159,565
shares
|
$75 Million
0.47% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
159,328
shares
|
$74.9 Million
0.88% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
158,604
shares
|
$74.6 Million
1.72% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
158,151
shares
|
$74.4 Million
1.19% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
158,022
shares
|
$74.3 Million
25.32% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
157,190
shares
|
$73.9 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Cooke & Bieler LP
|
Nov 08, 2024 Q3 2024 |
157,104
shares
|
$73.9 Million
0.74% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
156,780
shares
|
$73.7 Million
1.42% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
155,742
shares
|
$73.2 Million
0.22% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
155,620
shares
|
$73.2 Million
7.81% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
155,253
shares
|
$73 Million
5.3% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
155,086
shares
|
$72.9 Million
0.8% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
154,968
shares
|
$72.9 Million
1.16% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
154,742
shares
|
$72.8 Million
1.0% of portfolio
|
Q4 2023
Added 9.19%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
154,392
shares
|
$72.6 Million
0.07% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
St. James Investment Company, LLC
|
Nov 12, 2024 Q3 2024 |
152,430
shares
|
$71.7 Million
11.86% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
151,914
shares
|
$71.4 Million
0.71% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
151,816
shares
|
$71.4 Million
0.87% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
151,220
shares
|
$71.1 Million
31.79% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
150,006
shares
|
$70.5 Million
4.88% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
149,172
shares
|
$70.1 Million
8.35% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
148,955
shares
|
$70 Million
4.53% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
148,933
shares
|
$70 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
148,562
shares
|
$69.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
147,823
shares
|
$69.5 Million
3.5% of portfolio
|
Q3 2024
Added 0.37%
|