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 |
|---|---|---|---|---|---|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
3,497
shares
|
$1.55 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,493
shares
|
$1.55 Million
0.42% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,488
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
3,486
shares
|
$1.54 Million
0.69% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
3,485
shares
|
$1.54 Million
0.97% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
3,480
shares
|
$1.54 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
3,475
shares
|
$1.54 Million
0.66% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
3,474
shares
|
$1.54 Million
0.4% of portfolio
|
N/A
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,462
shares
|
$1.53 Million
1.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,454
shares
|
$1.53 Million
0.71% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
3,450
shares
|
$1.53 Million
0.9% of portfolio
|
Q1 2023
Added 7.48%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,447
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
3,438
shares
|
$1.52 Million
0.61% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
3,437
shares
|
$1.52 Million
1.43% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
3,422
shares
|
$1.51 Million
1.06% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
3,421
shares
|
$1.51 Million
0.41% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,414
shares
|
$1.51 Million
0.56% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
3,410
shares
|
$1.51 Million
0.28% of portfolio
|
Q2 2024
Added 11.37%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,406
shares
|
$1.51 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
3,399
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
3,397
shares
|
$1.5 Million
0.23% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
3,393
shares
|
$1.5 Million
0.34% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
3,390
shares
|
$1.5 Million
0.68% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
3,388
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,388
shares
|
$1.5 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.76%
|