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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,647
shares
|
$744,180
0.16% of portfolio
|
Q3 2024
Reduced 70.21%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$742,824
0.22% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
1,641
shares
|
$741,469
0.37% of portfolio
|
Q3 2024
Added 56.14%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
1,630
shares
|
$736,499
0.64% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,630
shares
|
$736,499
0.39% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,626
shares
|
$734,691
0.02% of portfolio
|
Q3 2024
Reduced 90.33%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,618
shares
|
$731,077
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,617
shares
|
$730,625
0.12% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
1,612
shares
|
$728,366
0.53% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,605
shares
|
$725,203
0.08% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
1,605
shares
|
$725,203
0.07% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,604
shares
|
$724,751
0.34% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
1,602
shares
|
$723,847
0.31% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 28, 2024 Q3 2024 |
1,602
shares
|
$723,847
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,600
shares
|
$722,944
0.47% of portfolio
|
Q2 2024
Added 45.45%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,592
shares
|
$719,329
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,591
shares
|
$718,877
0.04% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
1,587
shares
|
$717,070
0.24% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,587
shares
|
$717,070
0.28% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
1,585
shares
|
$716,166
0.3% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,583
shares
|
$715,262
0.03% of portfolio
|
Q2 2024
Reduced 51.8%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
1,581
shares
|
$714,359
0.79% of portfolio
|
Q3 2023
Added 4.49%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,579
shares
|
$713,455
0.31% of portfolio
|
Q1 2024
Reduced 11.24%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,579
shares
|
$713,455
0.19% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,579
shares
|
$713,455
0.27% of portfolio
|
Q3 2024
Reduced 68.46%
|