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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
1,923
shares
|
$868,888
0.87% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,918
shares
|
$866,629
0.72% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,918
shares
|
$866,629
0.33% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
1,917
shares
|
$866,177
0.15% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,915
shares
|
$865,273
0.36% of portfolio
|
Q1 2024
Reduced 16.23%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,912
shares
|
$863,918
0.04% of portfolio
|
Q3 2024
Added 30.42%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,909
shares
|
$862,562
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$858,496
0.63% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$858,044
0.04% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,897
shares
|
$857,140
0.17% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,894
shares
|
$855,784
0.2% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,893
shares
|
$855,333
0.11% of portfolio
|
Q3 2024
Added 32.75%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$853,525
0.51% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
1,889
shares
|
$853,525
0.3% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
1,888
shares
|
$853,073
0.44% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,883
shares
|
$850,814
0.56% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
1,882
shares
|
$850,362
0.65% of portfolio
|
Q1 2024
Added 24.47%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,881
shares
|
$849,911
0.25% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,880
shares
|
$849,459
0.13% of portfolio
|
Q4 2023
Reduced 11.74%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
1,879
shares
|
$849,007
0.22% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
1,876
shares
|
$847,651
0.24% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,873
shares
|
$846,296
0.68% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,870
shares
|
$844,940
0.63% of portfolio
|
Q4 2023
Reduced 1.32%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
1,870
shares
|
$844,940
0.19% of portfolio
|
Q4 2022
Added 2.13%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
1,866
shares
|
$843,133
0.33% of portfolio
|
Q3 2024
Reduced 14.68%
|