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 |
|---|---|---|---|---|---|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
1,404
shares
|
$634,383
0.46% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
1,401
shares
|
$633,027
0.14% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
1,400
shares
|
$632,576
0.38% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
1,397
shares
|
$631,220
0.18% of portfolio
|
Q3 2019
Added 0.29%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
1,395
shares
|
$630,316
0.11% of portfolio
|
Q2 2024
Reduced 50.62%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,395
shares
|
$630,316
0.41% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,393
shares
|
$629,413
0.5% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
1,392
shares
|
$628,961
0.21% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,390
shares
|
$628,057
0.3% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
1,381
shares
|
$623,991
0.33% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
1,380
shares
|
$623,539
0.4% of portfolio
|
Q4 2022
Reduced 0.65%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,380
shares
|
$623,539
0.13% of portfolio
|
Q3 2024
Added 41.39%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
1,378
shares
|
$622,635
0.25% of portfolio
|
Q3 2024
Added 31.24%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
1,375
shares
|
$621,280
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,375
shares
|
$621,280
0.46% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,370
shares
|
$619,020
0.32% of portfolio
|
Q4 2022
Reduced 1.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
1,369
shares
|
$618,568
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,369
shares
|
$618,568
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,368
shares
|
$618,117
0.06% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
1,365
shares
|
$616,761
0.3% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,364
shares
|
$616,309
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
1,360
shares
|
$614,502
1.74% of portfolio
|
Q3 2024
Reduced 17.27%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,358
shares
|
$613,598
0.19% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,355
shares
|
$612,243
0.82% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,353
shares
|
$611,339
0.36% of portfolio
|
Q3 2024
Added 2.27%
|