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 |
|---|---|---|---|---|---|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
1,866
shares
|
$843,133
0.53% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,865
shares
|
$842,681
0.11% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,856
shares
|
$838,615
0.12% of portfolio
|
Q3 2024
Added 85.6%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,855
shares
|
$838,163
0.2% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,854
shares
|
$837,711
0.54% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,852
shares
|
$836,807
0.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,851
shares
|
$836,355
0.23% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,849
shares
|
$835,452
0.88% of portfolio
|
Q4 2022
Added 4.11%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,849
shares
|
$835,452
0.28% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,844
shares
|
$833,192
0.44% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$831,837
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,840
shares
|
$831,385
0.3% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,840
shares
|
$831,385
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,840
shares
|
$831,385
0.53% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
1,837
shares
|
$830,030
0.08% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
1,837
shares
|
$830,030
0.52% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,836
shares
|
$829,578
0.12% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
1,833
shares
|
$828,222
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$826,867
0.41% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,825
shares
|
$824,608
0.4% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
1,825
shares
|
$824,608
0.05% of portfolio
|
Q2 2024
Added 21.26%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,825
shares
|
$824,608
0.12% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
1,824
shares
|
$824,156
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
1,822
shares
|
$823,252
0.67% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,821
shares
|
$822,800
0.17% of portfolio
|
Q3 2024
Added 3.06%
|