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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,210
shares
|
$978,278
0.64% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,208
shares
|
$977,393
0.1% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
2,208
shares
|
$977,393
0.13% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,206
shares
|
$976,507
0.31% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
2,203
shares
|
$975,179
0.7% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
2,202
shares
|
$974,737
0.35% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,201
shares
|
$974,294
0.43% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,199
shares
|
$973,409
0.59% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,198
shares
|
$972,966
0.37% of portfolio
|
Q2 2024
Added 18.11%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,192
shares
|
$970,310
0.4% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,190
shares
|
$969,425
0.57% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
2,190
shares
|
$969,425
0.41% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,189
shares
|
$968,982
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,186
shares
|
$967,654
0.38% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
2,185
shares
|
$967,212
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$966,326
0.66% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
2,178
shares
|
$964,113
0.43% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,178
shares
|
$964,113
0.26% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,176
shares
|
$963,228
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,176
shares
|
$963,228
0.24% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,173
shares
|
$961,900
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
2,172
shares
|
$961,457
0.34% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,170
shares
|
$960,572
0.34% of portfolio
|
Q3 2024
Added 31.52%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
2,167
shares
|
$959,244
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
2,164
shares
|
$957,916
0.2% of portfolio
|
Q1 2023
Added 96.55%
|