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 |
|---|---|---|---|---|---|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
2,161
shares
|
$956,588
0.66% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,159
shares
|
$955,702
0.39% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,158
shares
|
$955,260
0.67% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
2,158
shares
|
$955,260
1.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
2,156
shares
|
$954,374
0.32% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,153
shares
|
$953,046
0.16% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,151
shares
|
$952,161
0.4% of portfolio
|
Q4 2024
Added 127.14%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
2,150
shares
|
$951,719
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,148
shares
|
$950,833
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,146
shares
|
$949,948
0.76% of portfolio
|
Q4 2024
Added 84.52%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,138
shares
|
$946,407
0.59% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,137
shares
|
$945,964
0.21% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
2,136
shares
|
$945,521
0.39% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,135
shares
|
$945,079
0.35% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,132
shares
|
$943,751
0.41% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,132
shares
|
$943,751
0.12% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
2,131
shares
|
$943,308
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
2,129
shares
|
$942,423
0.94% of portfolio
|
Q3 2024
Added 28.87%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
2,125
shares
|
$940,652
0.01% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
2,123
shares
|
$939,767
0.37% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,113
shares
|
$935,340
0.08% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,110
shares
|
$934,012
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,107
shares
|
$932,684
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
2,106
shares
|
$932,241
0.63% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,100
shares
|
$929,586
0.23% of portfolio
|
Q3 2024
Reduced 2.14%
|