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 $376 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
990
shares
|
$448,390
0.22% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
990
shares
|
$448,390
0.38% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
990
shares
|
$448,390
0.34% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
989
shares
|
$447,937
0.24% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
988
shares
|
$447,484
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
988
shares
|
$447,484
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
986
shares
|
$446,579
0.06% of portfolio
|
Q4 2024
Added 108.9%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
985
shares
|
$446,126
0.09% of portfolio
|
Q3 2024
Added 18.67%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
983
shares
|
$445,220
0.27% of portfolio
|
Q3 2024
Added 44.56%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
975
shares
|
$441,597
0.03% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
975
shares
|
$441,597
0.37% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
974
shares
|
$441,144
0.05% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
973
shares
|
$440,691
0.21% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
973
shares
|
$440,691
0.24% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
972
shares
|
$440,238
0.32% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
972
shares
|
$440,238
0.85% of portfolio
|
Q2 2024
Reduced 62.19%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
971
shares
|
$439,785
0.01% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
967
shares
|
$437,973
0.03% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
967
shares
|
$437,973
0.23% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
966
shares
|
$437,520
0.13% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
963
shares
|
$436,161
0.1% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
962
shares
|
$435,709
0.2% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
961
shares
|
$435,256
0.35% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
959
shares
|
$434,350
0.41% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
959
shares
|
$434,350
0.26% of portfolio
|
Q3 2024
Added 0.1%
|