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 |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,014
shares
|
$1.33 Million
0.67% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,009
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2024
Reduced 35.83%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,003
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$1.33 Million
1.64% of portfolio
|
Q1 2024
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
3,000
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,999
shares
|
$1.33 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,993
shares
|
$1.32 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,992
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
2,989
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,988
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2023
Added 52.92%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,987
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
2,980
shares
|
$1.32 Million
0.99% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,979
shares
|
$1.32 Million
0.67% of portfolio
|
Q1 2024
Added 2.27%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,977
shares
|
$1.32 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,977
shares
|
$1.32 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,975
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,970
shares
|
$1.31 Million
0.75% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,968
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
2,967
shares
|
$1.31 Million
0.81% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
2,965
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
2,962
shares
|
$1.31 Million
0.9% of portfolio
|
Q2 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,960
shares
|
$1.31 Million
1.81% of portfolio
|
Q4 2023
Reduced 3.49%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,960
shares
|
$1.31 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
2,953
shares
|
$1.31 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Farley Capital L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,949
shares
|
$1.31 Million
1.21% of portfolio
|
Q2 2024
Reduced 0.57%
|