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 |
|---|---|---|---|---|---|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
2,020
shares
|
$912,716
0.03% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
2,019
shares
|
$912,264
0.64% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,016
shares
|
$910,909
0.11% of portfolio
|
Q3 2024
Reduced 90.66%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
2,015
shares
|
$910,457
0.36% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,015
shares
|
$910,457
0.19% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,011
shares
|
$908,650
0.12% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
2,010
shares
|
$908,198
0.57% of portfolio
|
Q3 2024
Added 294.12%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,009
shares
|
$907,746
0.12% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,006
shares
|
$906,391
0.49% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
2,006
shares
|
$906,391
0.42% of portfolio
|
Q2 2024
Added 112.05%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$903,680
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$903,680
0.09% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,000
shares
|
$903,680
0.98% of portfolio
|
N/A
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
1,991
shares
|
$899,613
0.68% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,988
shares
|
$898,257
0.17% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,987
shares
|
$897,806
0.17% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,986
shares
|
$897,354
0.32% of portfolio
|
N/A
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,986
shares
|
$897,354
0.75% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$896,902
0.28% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,977
shares
|
$893,287
0.42% of portfolio
|
Q3 2024
Added 15.34%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$892,835
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
1,976
shares
|
$892,835
0.33% of portfolio
|
Q3 2023
New holding
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,975
shares
|
$892,384
0.08% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,972
shares
|
$891,028
0.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,966
shares
|
$888,317
0.58% of portfolio
|
Q3 2024
Reduced 2.48%
|