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 |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
2,766
shares
|
$1.22 Million
0.35% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,763
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
2,761
shares
|
$1.22 Million
0.31% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
2,760
shares
|
$1.22 Million
0.58% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,757
shares
|
$1.22 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
2,754
shares
|
$1.22 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,750
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,749
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,738
shares
|
$1.21 Million
0.42% of portfolio
|
Q1 2024
Added 1.03%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
2,737
shares
|
$1.21 Million
0.89% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,735
shares
|
$1.21 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,735
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,733
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2023
Added 1.6%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
2,732
shares
|
$1.21 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,729
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
2,725
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
2,723
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
2,715
shares
|
$1.2 Million
0.69% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
2,696
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
2,689
shares
|
$1.19 Million
0.99% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
2,686
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
2,681
shares
|
$1.19 Million
0.69% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$1.19 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,680
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 93.59%
|