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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
929
shares
|
$420,762
0.02% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
929
shares
|
$420,762
0.21% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
928
shares
|
$420,309
0.24% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
927
shares
|
$419,856
0.29% of portfolio
|
Q2 2024
Reduced 32.68%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
927
shares
|
$419,856
0.22% of portfolio
|
Q3 2023
Reduced 16.26%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
926
shares
|
$419,403
0.23% of portfolio
|
Q3 2024
Added 64.48%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
925
shares
|
$418,951
0.12% of portfolio
|
Q4 2023
Added 23.33%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
925
shares
|
$418,951
0.1% of portfolio
|
Q3 2023
Reduced 5.13%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
922
shares
|
$417,592
0.15% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
920
shares
|
$416,686
0.2% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
919
shares
|
$416,233
0.1% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
918
shares
|
$415,780
0.55% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
917
shares
|
$415,327
0.3% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
917
shares
|
$415,327
0.18% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
915
shares
|
$414,421
0.14% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
914
shares
|
$413,968
0.07% of portfolio
|
Q1 2024
Reduced 9.05%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
912
shares
|
$413,063
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
912
shares
|
$413,063
0.23% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
912
shares
|
$413,063
0.21% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
911
shares
|
$412,610
0.01% of portfolio
|
N/A
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
907
shares
|
$410,798
0.32% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
906
shares
|
$410,345
0.15% of portfolio
|
Q3 2024
Reduced 64.62%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
903
shares
|
$408,986
0.15% of portfolio
|
Q1 2024
Reduced 18.21%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
900
shares
|
$407,628
0.33% of portfolio
|
N/A
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
900
shares
|
$407,628
0.22% of portfolio
|
Q1 2024
Reduced 24.24%
|