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 |
|---|---|---|---|---|---|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
958
shares
|
$433,897
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
958
shares
|
$433,897
0.12% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
957
shares
|
$433,444
0.04% of portfolio
|
Q1 2023
Reduced 9.03%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
956
shares
|
$432,991
0.05% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
955
shares
|
$432,538
0.25% of portfolio
|
Q2 2024
Added 21.04%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
955
shares
|
$432,538
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
954
shares
|
$432,085
0.16% of portfolio
|
N/A
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
952
shares
|
$431,179
0.22% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
950
shares
|
$430,274
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
950
shares
|
$430,274
0.29% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
950
shares
|
$430,274
0.28% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
949
shares
|
$429,821
0.07% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
948
shares
|
$429,368
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
948
shares
|
$429,368
0.31% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
946
shares
|
$428,462
0.13% of portfolio
|
Q2 2023
Reduced 17.6%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
945
shares
|
$428,009
0.22% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
945
shares
|
$428,009
0.12% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
941
shares
|
$426,197
0.03% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
939
shares
|
$425,291
0.22% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
936
shares
|
$423,933
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
936
shares
|
$423,933
0.13% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
935
shares
|
$423,480
0.4% of portfolio
|
Q1 2024
Reduced 27.8%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
934
shares
|
$423,027
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
933
shares
|
$422,574
0.31% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$420,762
0.12% of portfolio
|
Q3 2024
Added 0.32%
|