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 |
|---|---|---|---|---|---|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
3,907
shares
|
$1.73 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
3,888
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
3,885
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
3,884
shares
|
$1.72 Million
0.82% of portfolio
|
Q2 2023
Added 14.44%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
3,878
shares
|
$1.72 Million
0.57% of portfolio
|
Q3 2024
Added 28.5%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
3,878
shares
|
$1.72 Million
0.85% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,875
shares
|
$1.72 Million
0.4% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,875
shares
|
$1.72 Million
0.51% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,874
shares
|
$1.71 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
3,873
shares
|
$1.71 Million
3.08% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
3,869
shares
|
$1.71 Million
1.66% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
3,865
shares
|
$1.71 Million
0.9% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
3,863
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
3,861
shares
|
$1.71 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
3,861
shares
|
$1.71 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,857
shares
|
$1.71 Million
0.43% of portfolio
|
Q3 2024
Added 135.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
3,851
shares
|
$1.7 Million
0.67% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
3,845
shares
|
$1.7 Million
0.54% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,828
shares
|
$1.69 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,827
shares
|
$1.69 Million
0.82% of portfolio
|
Q3 2024
Reduced 33.96%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
3,826
shares
|
$1.69 Million
0.83% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,825
shares
|
$1.69 Million
0.41% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
3,824
shares
|
$1.69 Million
0.72% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,823
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
3,823
shares
|
$1.69 Million
1.02% of portfolio
|
Q3 2024
Added 17.96%
|