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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,691
shares
|
$1.63 Million
0.46% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
3,684
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
3,680
shares
|
$1.63 Million
0.25% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,677
shares
|
$1.63 Million
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
3,677
shares
|
$1.63 Million
0.47% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
3,674
shares
|
$1.63 Million
0.93% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
3,673
shares
|
$1.63 Million
0.92% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,668
shares
|
$1.62 Million
0.45% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
3,660
shares
|
$1.62 Million
1.27% of portfolio
|
Q1 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
3,659
shares
|
$1.62 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,657
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$1.62 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
3,653
shares
|
$1.62 Million
0.78% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,651
shares
|
$1.62 Million
0.38% of portfolio
|
Q3 2024
Added 78.18%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
3,650
shares
|
$1.62 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
3,645
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,642
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
3,639
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,633
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2023
Reduced 2.68%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
3,627
shares
|
$1.61 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,623
shares
|
$1.6 Million
0.79% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,623
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,617
shares
|
$1.6 Million
0.51% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,611
shares
|
$1.6 Million
0.36% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
3,605
shares
|
$1.6 Million
0.87% of portfolio
|
Q3 2024
Added 30.29%
|