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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,966
shares
|
$888,317
0.31% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
1,965
shares
|
$887,865
0.45% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$887,865
0.51% of portfolio
|
Q2 2024
Reduced 50.44%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,964
shares
|
$887,413
0.46% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,958
shares
|
$884,702
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
1,956
shares
|
$883,799
0.25% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,952
shares
|
$881,991
0.09% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
1,951
shares
|
$881,539
0.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
1,950
shares
|
$881,088
0.62% of portfolio
|
N/A
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,947
shares
|
$879,732
0.14% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,944
shares
|
$878,376
0.12% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,944
shares
|
$878,376
0.42% of portfolio
|
Q3 2024
Reduced 89.38%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,942
shares
|
$877,473
0.65% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,941
shares
|
$877,021
0.2% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,941
shares
|
$877,021
0.31% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,939
shares
|
$876,117
0.35% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,939
shares
|
$876,117
0.32% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,938
shares
|
$875,665
0.39% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
1,937
shares
|
$875,214
1.95% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,936
shares
|
$874,762
0.13% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,936
shares
|
$874,762
0.65% of portfolio
|
Q1 2024
Added 11.52%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,932
shares
|
$872,954
0.32% of portfolio
|
Q3 2024
Reduced 40.74%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,928
shares
|
$871,147
0.15% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
1,927
shares
|
$870,695
0.26% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,927
shares
|
$870,695
0.6% of portfolio
|
Q4 2023
New holding
|