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 4,382 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 $375 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
2,306
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
2,306
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,302
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,291
shares
|
$1.01 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
2,291
shares
|
$1.01 Million
0.71% of portfolio
|
Q4 2023
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,288
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
2,286
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2023
Added 12.28%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,284
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
2,279
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
2,277
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2024 Q3 2024 |
2,275
shares
|
$1.01 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,274
shares
|
$1.01 Million
0.26% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,273
shares
|
$1.01 Million
0.86% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,265
shares
|
$1 Million
0.2% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
2,261
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
2,257
shares
|
$999,083
0.12% of portfolio
|
Q3 2024
Reduced 24.99%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
2,256
shares
|
$998,640
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,255
shares
|
$998,198
0.09% of portfolio
|
Q3 2024
Added 85.9%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
2,250
shares
|
$995,985
0.09% of portfolio
|
N/A
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
2,250
shares
|
$995,985
0.46% of portfolio
|
N/A
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
2,248
shares
|
$995,099
0.7% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
2,243
shares
|
$992,886
0.3% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,240
shares
|
$991,558
0.29% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
2,220
shares
|
$982,705
0.25% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,211
shares
|
$978,721
0.72% of portfolio
|
Q3 2024
Added 4.74%
|