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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,535
shares
|
$693,574
0.2% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
1,533
shares
|
$692,670
0.27% of portfolio
|
Q1 2024
Added 4.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,532
shares
|
$692,218
0.38% of portfolio
|
Q2 2024
Reduced 70.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
1,530
shares
|
$691,315
0.25% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
1,529
shares
|
$690,863
0.3% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,528
shares
|
$690,411
0.41% of portfolio
|
Q1 2024
Reduced 16.41%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,525
shares
|
$689,056
0.46% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
1,524
shares
|
$688,604
0.04% of portfolio
|
N/A
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,520
shares
|
$686,796
0.23% of portfolio
|
Q1 2024
Added 77.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
1,520
shares
|
$686,796
0.46% of portfolio
|
Q3 2024
Added 71.95%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,516
shares
|
$684,989
0.34% of portfolio
|
Q2 2024
Reduced 37.15%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,511
shares
|
$682,730
0.15% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
1,511
shares
|
$682,730
0.19% of portfolio
|
Q3 2024
Reduced 23.92%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,511
shares
|
$682,730
0.26% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1,508
shares
|
$681,374
0.49% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,506
shares
|
$680,471
0.1% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,502
shares
|
$678,663
0.36% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
1,502
shares
|
$678,663
0.5% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
1,500
shares
|
$677,760
0.1% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,500
shares
|
$677,760
0.07% of portfolio
|
Q4 2023
Added 23.56%
|
|
|
Torno Capital, LLC
Cohasset, MA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$677,760
0.11% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
1,499
shares
|
$677,308
0.23% of portfolio
|
N/A
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,498
shares
|
$676,856
0.13% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,495
shares
|
$675,500
0.3% of portfolio
|
Q1 2024
Reduced 6.27%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,493
shares
|
$674,597
0.4% of portfolio
|
Q3 2023
Reduced 0.67%
|