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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,753
shares
|
$792,075
0.02% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
1,752
shares
|
$791,623
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,751
shares
|
$791,171
0.34% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
1,746
shares
|
$788,912
0.63% of portfolio
|
Q4 2022
Added 3.68%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
1,742
shares
|
$787,105
0.5% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,739
shares
|
$785,749
0.21% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,735
shares
|
$783,942
0.06% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
1,733
shares
|
$783,038
0.42% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
1,730
shares
|
$781,683
0.38% of portfolio
|
Q3 2024
Added 35.79%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
1,729
shares
|
$781,231
0.64% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,726
shares
|
$779,875
0.34% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
1,723
shares
|
$778,520
0.25% of portfolio
|
Q3 2024
Reduced 99.73%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,721
shares
|
$777,616
0.36% of portfolio
|
Q1 2023
Added 6.17%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,719
shares
|
$776,712
0.44% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,718
shares
|
$776,261
0.28% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,718
shares
|
$776,261
0.12% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,715
shares
|
$774,905
0.7% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,714
shares
|
$774,453
0.14% of portfolio
|
Q3 2023
Added 2.51%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
1,712
shares
|
$773,550
0.3% of portfolio
|
Q3 2024
Added 54.23%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
1,712
shares
|
$773,550
0.45% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
1,711
shares
|
$773,098
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,709
shares
|
$772,194
0.51% of portfolio
|
N/A
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,706
shares
|
$770,839
0.14% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
1,706
shares
|
$770,839
0.08% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,703
shares
|
$769,483
0.22% of portfolio
|
Q3 2024
Added 5.38%
|