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 |
|---|---|---|---|---|---|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
2,835
shares
|
$1.25 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,830
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,828
shares
|
$1.25 Million
0.72% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
2,827
shares
|
$1.25 Million
0.62% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
2,827
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
2,826
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
2,823
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,820
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
2,814
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,808
shares
|
$1.24 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,807
shares
|
$1.24 Million
0.66% of portfolio
|
Q3 2024
Reduced 94.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,806
shares
|
$1.24 Million
0.65% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
2,805
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
2,804
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,803
shares
|
$1.24 Million
1.07% of portfolio
|
Q3 2024
Reduced 25.87%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
2,800
shares
|
$1.24 Million
0.61% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
2,800
shares
|
$1.24 Million
0.23% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
2,796
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
2,792
shares
|
$1.24 Million
1.05% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
2,790
shares
|
$1.24 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
2,785
shares
|
$1.23 Million
0.45% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,784
shares
|
$1.23 Million
0.62% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
2,774
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
2,770
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,767
shares
|
$1.22 Million
1.02% of portfolio
|
Q3 2024
Added 8.26%
|