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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,005
shares
|
$1.77 Million
0.46% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,001
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
3,995
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Galibier Capital Management Ltd.
|
Oct 25, 2024 Q3 2024 |
3,990
shares
|
$1.77 Million
0.45% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
3,987
shares
|
$1.76 Million
0.25% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,979
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
3,970
shares
|
$1.76 Million
0.37% of portfolio
|
Q3 2023
Added 2.58%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
3,966
shares
|
$1.76 Million
2.04% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
3,964
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$1.75 Million
0.27% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,955
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
3,954
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,952
shares
|
$1.75 Million
0.41% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
3,946
shares
|
$1.75 Million
0.69% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,946
shares
|
$1.75 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,945
shares
|
$1.75 Million
0.61% of portfolio
|
Q3 2024
Added 45.14%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
3,944
shares
|
$1.75 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,935
shares
|
$1.74 Million
1.49% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
3,935
shares
|
$1.74 Million
1.02% of portfolio
|
Q1 2024
Added 113.86%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,930
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
3,927
shares
|
$1.74 Million
1.28% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,923
shares
|
$1.74 Million
0.2% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,919
shares
|
$1.73 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,908
shares
|
$1.73 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,908
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.94%
|