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 |
|---|---|---|---|---|---|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,604
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
3,603
shares
|
$1.59 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,599
shares
|
$1.59 Million
0.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
3,595
shares
|
$1.59 Million
0.53% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
3,587
shares
|
$1.59 Million
0.62% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
3,585
shares
|
$1.59 Million
1.27% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
3,580
shares
|
$1.58 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,571
shares
|
$1.58 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,569
shares
|
$1.58 Million
0.47% of portfolio
|
Q2 2022
Added 40.28%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
3,565
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,552
shares
|
$1.57 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
3,547
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
3,547
shares
|
$1.57 Million
1.52% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
3,540
shares
|
$1.57 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,538
shares
|
$1.57 Million
0.88% of portfolio
|
Q4 2023
Reduced 0.73%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
3,538
shares
|
$1.57 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
3,536
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,525
shares
|
$1.56 Million
0.18% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
3,525
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
3,523
shares
|
$1.56 Million
0.83% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
3,516
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
3,512
shares
|
$1.55 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,507
shares
|
$1.55 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
3,500
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.96%
|