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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,260
shares
|
$569,318
0.12% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,258
shares
|
$568,414
0.25% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
1,255
shares
|
$567,059
0.27% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$566,607
2.35% of portfolio
|
Q3 2024
Reduced 82.1%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,250
shares
|
$564,800
0.28% of portfolio
|
Q1 2023
Reduced 31.39%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,250
shares
|
$564,800
0.26% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
1,247
shares
|
$563,444
0.28% of portfolio
|
Q1 2024
Added 77.89%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
1,247
shares
|
$563,444
0.54% of portfolio
|
Q3 2024
Reduced 81.3%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
1,246
shares
|
$562,992
0.2% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,243
shares
|
$561,637
0.28% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,242
shares
|
$561,185
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,242
shares
|
$561,185
0.33% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,241
shares
|
$560,733
0.03% of portfolio
|
N/A
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,240
shares
|
$560,281
0.15% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,239
shares
|
$559,829
0.09% of portfolio
|
Q4 2023
Reduced 31.24%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
1,233
shares
|
$557,118
0.4% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,228
shares
|
$554,859
0.34% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,228
shares
|
$554,859
0.07% of portfolio
|
Q3 2021
Added 1.08%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,226
shares
|
$553,955
0.25% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
1,226
shares
|
$553,955
0.25% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,226
shares
|
$553,955
0.23% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,226
shares
|
$553,955
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,225
shares
|
$553,504
0.29% of portfolio
|
Q3 2024
Added 28.14%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
1,224
shares
|
$553,052
0.25% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
1,222
shares
|
$552,148
0.29% of portfolio
|
Q2 2024
New holding
|