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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
1,185
shares
|
$535,430
0.21% of portfolio
|
Q1 2024
Reduced 7.71%
|
|
|
Gunderson Capital Management Inc.
|
Oct 08, 2024 Q3 2024 |
1,185
shares
|
$535,430
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,182
shares
|
$534,074
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
1,182
shares
|
$534,074
0.05% of portfolio
|
Q3 2024
Reduced 72.55%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
1,181
shares
|
$533,623
0.21% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
1,178
shares
|
$532,267
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$532,267
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
1,175
shares
|
$530,912
0.37% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
1,173
shares
|
$530,008
0.52% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,172
shares
|
$529,556
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
1,171
shares
|
$529,104
0.13% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,168
shares
|
$527,749
0.0% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.09% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.29% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.01% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.04% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.3% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
1,165
shares
|
$526,393
0.2% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,164
shares
|
$525,941
0.31% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,161
shares
|
$524,586
0.14% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
1,160
shares
|
$524,134
0.22% of portfolio
|
Q3 2024
Reduced 29.87%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
1,155
shares
|
$521,875
0.51% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,155
shares
|
$521,875
0.01% of portfolio
|
Q3 2024
Added 75.8%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,154
shares
|
$521,423
0.1% of portfolio
|
Q2 2024
Added 10.11%
|
|
|
Caxton Corp
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,151
shares
|
$520,067
2.27% of portfolio
|
Q3 2024
Added 12.29%
|