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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
1,700
shares
|
$768,128
0.64% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
1,699
shares
|
$767,676
0.41% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,695
shares
|
$765,868
0.24% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
1,692
shares
|
$764,513
0.23% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,691
shares
|
$764,061
0.32% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
1,691
shares
|
$764,061
0.54% of portfolio
|
Q3 2024
Added 94.59%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,678
shares
|
$758,187
0.33% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,676
shares
|
$757,283
0.18% of portfolio
|
Q3 2024
Reduced 81.14%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
1,676
shares
|
$757,283
0.38% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,675
shares
|
$756,832
0.24% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$756,380
0.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
1,671
shares
|
$755,024
0.41% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
1,670
shares
|
$754,572
0.27% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,669
shares
|
$754,120
0.21% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,669
shares
|
$754,120
0.65% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
1,668
shares
|
$753,669
0.26% of portfolio
|
Q3 2024
Reduced 27.0%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
1,667
shares
|
$753,217
0.33% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,666
shares
|
$752,765
0.1% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
1,660
shares
|
$750,054
0.2% of portfolio
|
Q4 2022
Added 22.06%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
1,658
shares
|
$749,150
0.46% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,658
shares
|
$749,150
0.12% of portfolio
|
Q2 2023
Reduced 10.76%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,654
shares
|
$747,343
0.57% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
1,653
shares
|
$746,891
0.31% of portfolio
|
Q2 2024
Reduced 24.9%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
1,649
shares
|
$745,084
0.36% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
1,647
shares
|
$744,180
0.09% of portfolio
|
Q3 2024
Reduced 57.77%
|