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 4,383 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,187
shares
|
$1.85 Million
0.96% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,186
shares
|
$1.85 Million
0.44% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
4,178
shares
|
$1.85 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
4,169
shares
|
$1.85 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
4,169
shares
|
$1.85 Million
1.1% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,165
shares
|
$1.84 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,157
shares
|
$1.84 Million
0.62% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
4,150
shares
|
$1.84 Million
0.18% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,127
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
4,120
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$1.81 Million
1.16% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
4,090
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
4,088
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
4,082
shares
|
$1.81 Million
0.27% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
4,076
shares
|
$1.8 Million
0.68% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,072
shares
|
$1.8 Million
0.86% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
4,069
shares
|
$1.8 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
4,065
shares
|
$1.8 Million
0.34% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,061
shares
|
$1.8 Million
0.42% of portfolio
|
Q3 2024
Added 72.15%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
4,058
shares
|
$1.8 Million
0.25% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
4,054
shares
|
$1.79 Million
0.18% of portfolio
|
Q1 2024
Reduced 87.94%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,038
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
4,022
shares
|
$1.78 Million
0.98% of portfolio
|
Q3 2024
Added 48.96%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
4,020
shares
|
$1.78 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
4,008
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 0.38%
|