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 |
|---|---|---|---|---|---|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
1,491
shares
|
$673,693
0.04% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,490
shares
|
$673,241
0.15% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,488
shares
|
$672,337
0.2% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
1,487
shares
|
$671,886
0.36% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
1,485
shares
|
$670,982
0.41% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
1,484
shares
|
$670,530
0.2% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,484
shares
|
$670,530
0.53% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,482
shares
|
$669,626
0.23% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,477
shares
|
$667,367
0.41% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
1,475
shares
|
$666,464
0.13% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
1,473
shares
|
$665,560
0.37% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,465
shares
|
$661,945
0.08% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,465
shares
|
$661,945
0.16% of portfolio
|
Q1 2024
Added 34.4%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,464
shares
|
$661,493
0.41% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,461
shares
|
$660,138
0.25% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,461
shares
|
$660,138
0.16% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,460
shares
|
$659,686
0.49% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,458
shares
|
$658,782
0.03% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,458
shares
|
$658,782
0.16% of portfolio
|
Q3 2024
Added 40.46%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,457
shares
|
$658,330
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,454
shares
|
$656,975
0.1% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
1,451
shares
|
$655,619
0.27% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,450
shares
|
$655,168
0.1% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
1,448
shares
|
$654,264
0.15% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,448
shares
|
$654,264
0.03% of portfolio
|
Q3 2024
Added 4.47%
|