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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,286
shares
|
$1.45 Million
0.89% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,286
shares
|
$1.45 Million
0.27% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,281
shares
|
$1.45 Million
0.37% of portfolio
|
Q3 2024
Added 44.6%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
3,277
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,276
shares
|
$1.45 Million
0.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,271
shares
|
$1.45 Million
1.12% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
3,270
shares
|
$1.45 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
3,266
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,257
shares
|
$1.44 Million
0.86% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,243
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
3,240
shares
|
$1.43 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
3,234
shares
|
$1.43 Million
0.61% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,233
shares
|
$1.43 Million
0.47% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
3,233
shares
|
$1.43 Million
0.4% of portfolio
|
Q4 2020
Added 5.94%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
3,232
shares
|
$1.43 Million
0.92% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,230
shares
|
$1.43 Million
0.18% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
3,214
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,214
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
3,213
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
3,213
shares
|
$1.42 Million
0.61% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
3,205
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
3,198
shares
|
$1.42 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,189
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,188
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
3,185
shares
|
$1.41 Million
0.48% of portfolio
|
Q3 2024
Reduced 20.28%
|