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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,819
shares
|
$821,896
0.3% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,817
shares
|
$820,993
0.28% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,817
shares
|
$820,993
0.27% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
1,806
shares
|
$816,023
0.15% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,803
shares
|
$814,667
0.1% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,803
shares
|
$814,667
0.54% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,801
shares
|
$813,763
0.57% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
1,800
shares
|
$813,312
0.3% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,800
shares
|
$813,312
0.11% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
1,796
shares
|
$811,504
0.22% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,792
shares
|
$809,697
0.17% of portfolio
|
Q1 2024
Reduced 96.26%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,791
shares
|
$809,245
0.79% of portfolio
|
N/A
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
1,785
shares
|
$806,534
0.15% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
1,784
shares
|
$806,082
0.37% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,780
shares
|
$804,275
0.27% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
1,780
shares
|
$804,275
0.32% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
1,775
shares
|
$802,016
0.57% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
1,774
shares
|
$801,564
0.13% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
1,773
shares
|
$801,112
0.47% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
1,772
shares
|
$800,660
0.22% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
1,771
shares
|
$800,208
0.52% of portfolio
|
Q3 2024
Added 225.55%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,770
shares
|
$799,756
0.02% of portfolio
|
Q2 2024
Reduced 13.7%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,765
shares
|
$797,497
0.16% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,765
shares
|
$797,497
0.5% of portfolio
|
Q1 2024
Added 29.3%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$793,882
0.15% of portfolio
|
Q4 2023
Added 3.35%
|