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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,578
shares
|
$713,003
0.44% of portfolio
|
Q3 2024
Reduced 55.44%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
1,577
shares
|
$712,551
0.75% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,576
shares
|
$712,099
0.36% of portfolio
|
N/A
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
1,575
shares
|
$711,648
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
1,574
shares
|
$711,196
0.28% of portfolio
|
Q4 2024
Reduced 14.41%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,571
shares
|
$709,840
0.2% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,571
shares
|
$709,840
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,568
shares
|
$708,485
0.02% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,566
shares
|
$707,581
0.4% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
1,565
shares
|
$707,129
0.42% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,564
shares
|
$706,677
0.07% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,563
shares
|
$706,225
0.28% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,561
shares
|
$705,322
0.4% of portfolio
|
Q2 2024
Added 14.19%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,560
shares
|
$704,870
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
1,559
shares
|
$704,418
0.33% of portfolio
|
Q3 2024
Reduced 52.03%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,557
shares
|
$703,514
0.11% of portfolio
|
Q3 2024
Added 27.31%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,556
shares
|
$703,063
0.21% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,556
shares
|
$703,063
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
1,553
shares
|
$701,707
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,553
shares
|
$701,707
0.08% of portfolio
|
Q1 2023
Added 13.94%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,550
shares
|
$700,352
0.78% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,544
shares
|
$697,640
0.25% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,544
shares
|
$697,640
0.37% of portfolio
|
Q3 2024
Added 47.89%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
1,543
shares
|
$697,189
0.53% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
1,538
shares
|
$694,929
0.31% of portfolio
|
Q3 2024
Added 1.05%
|