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 |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,677
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
2,675
shares
|
$1.18 Million
0.5% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
2,672
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,670
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,667
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,665
shares
|
$1.18 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,659
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
2,658
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
2,656
shares
|
$1.18 Million
1.43% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,653
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,650
shares
|
$1.17 Million
0.41% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
2,648
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
2,648
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,648
shares
|
$1.17 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,645
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
2,645
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
2,642
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,639
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
2,634
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
2,633
shares
|
$1.17 Million
0.52% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,633
shares
|
$1.17 Million
0.87% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
2,630
shares
|
$1.16 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
2,626
shares
|
$1.16 Million
0.43% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
2,625
shares
|
$1.16 Million
0.79% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
2,625
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.25%
|