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 |
|---|---|---|---|---|---|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$595,976
0.09% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,318
shares
|
$595,525
0.19% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,317
shares
|
$595,073
0.03% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,308
shares
|
$591,006
0.47% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,307
shares
|
$590,554
0.44% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,307
shares
|
$590,554
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
1,305
shares
|
$589,651
0.2% of portfolio
|
Q2 2024
Added 8.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,303
shares
|
$588,747
0.3% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
1,301
shares
|
$587,843
0.07% of portfolio
|
Q2 2024
Added 39.89%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
1,297
shares
|
$586,036
0.18% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
1,295
shares
|
$585,132
0.25% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
1,295
shares
|
$585,132
0.7% of portfolio
|
Q4 2023
Added 6.06%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,293
shares
|
$584,229
0.18% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,291
shares
|
$583,325
0.09% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,287
shares
|
$581,518
0.06% of portfolio
|
Q2 2024
Added 38.39%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,285
shares
|
$580,614
0.09% of portfolio
|
Q3 2024
Added 140.64%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,283
shares
|
$579,710
0.2% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Trevian Wealth Management LLC
|
Oct 09, 2024 Q3 2024 |
1,279
shares
|
$577,903
0.48% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,279
shares
|
$577,903
0.1% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,276
shares
|
$576,547
0.42% of portfolio
|
Q2 2024
Reduced 8.73%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,276
shares
|
$576,547
0.07% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
1,275
shares
|
$576,096
0.08% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,273
shares
|
$575,192
0.13% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$570,673
0.3% of portfolio
|
Q2 2024
Added 5.34%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
1,261
shares
|
$569,770
0.37% of portfolio
|
Q3 2024
Added 0.24%
|