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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,816
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,813
shares
|
$1.69 Million
1.09% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,801
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
3,800
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,791
shares
|
$1.68 Million
0.63% of portfolio
|
Q2 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,778
shares
|
$1.67 Million
0.8% of portfolio
|
Q4 2023
Reduced 4.64%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,778
shares
|
$1.67 Million
1.26% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,776
shares
|
$1.67 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,764
shares
|
$1.67 Million
0.96% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,755
shares
|
$1.66 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,729
shares
|
$1.65 Million
1.08% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
3,728
shares
|
$1.65 Million
0.58% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
3,728
shares
|
$1.65 Million
0.85% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
3,727
shares
|
$1.65 Million
1.12% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
3,726
shares
|
$1.65 Million
0.64% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
3,725
shares
|
$1.65 Million
0.73% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,716
shares
|
$1.64 Million
0.36% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,713
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
3,712
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,703
shares
|
$1.64 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
3,700
shares
|
$1.64 Million
2.12% of portfolio
|
N/A
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$1.64 Million
1.92% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
3,694
shares
|
$1.64 Million
1.53% of portfolio
|
Q4 2023
New holding
|