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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,456
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
2,453
shares
|
$1.09 Million
0.77% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
2,449
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
2,447
shares
|
$1.08 Million
0.64% of portfolio
|
Q3 2024
Added 23.77%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
2,439
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,433
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Bruni J V & CO
|
Nov 07, 2024 Q3 2024 |
2,433
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
2,431
shares
|
$1.08 Million
1.11% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
2,426
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
2,425
shares
|
$1.07 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,424
shares
|
$1.07 Million
0.68% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,412
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,412
shares
|
$1.07 Million
0.59% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
2,412
shares
|
$1.07 Million
4.24% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
2,410
shares
|
$1.07 Million
0.5% of portfolio
|
Q3 2024
Added 239.44%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
2,408
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
2,408
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,406
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,405
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,405
shares
|
$1.06 Million
0.44% of portfolio
|
Q2 2023
Added 5.07%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
2,396
shares
|
$1.06 Million
0.59% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,395
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,391
shares
|
$1.06 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,387
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,377
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.63%
|