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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
3,375
shares
|
$1.49 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
3,374
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
3,373
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 69.53%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,369
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
3,364
shares
|
$1.49 Million
0.67% of portfolio
|
N/A
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,364
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,360
shares
|
$1.49 Million
0.38% of portfolio
|
N/A
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,360
shares
|
$1.49 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
3,357
shares
|
$1.49 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
3,356
shares
|
$1.49 Million
0.84% of portfolio
|
Q2 2024
Reduced 17.77%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,356
shares
|
$1.49 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,341
shares
|
$1.48 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
3,340
shares
|
$1.48 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
3,336
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,326
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
3,324
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
3,312
shares
|
$1.47 Million
0.46% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,305
shares
|
$1.46 Million
1.33% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,295
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
3,294
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2024
Added 93.76%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,293
shares
|
$1.46 Million
0.55% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,291
shares
|
$1.46 Million
0.22% of portfolio
|
Q3 2024
Added 42.1%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
3,291
shares
|
$1.46 Million
0.32% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
3,289
shares
|
$1.46 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
3,288
shares
|
$1.46 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.63%
|