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 |
|---|---|---|---|---|---|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
840
shares
|
$380,452
0.2% of portfolio
|
Q2 2024
Reduced 40.21%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
839
shares
|
$379,999
0.21% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
837
shares
|
$379,094
0.23% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
836
shares
|
$378,641
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
835
shares
|
$378,188
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
831
shares
|
$376,376
0.05% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
828
shares
|
$375,017
0.05% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
827
shares
|
$374,564
0.15% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
827
shares
|
$374,564
0.27% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
827
shares
|
$374,564
0.27% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
825
shares
|
$373,659
0.12% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
824
shares
|
$373,206
0.15% of portfolio
|
Q2 2024
Reduced 40.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
824
shares
|
$373,206
0.05% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
817
shares
|
$370,035
0.24% of portfolio
|
Q3 2024
Added 51.3%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
815
shares
|
$369,129
0.12% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
815
shares
|
$369,129
0.13% of portfolio
|
Q3 2024
Added 52.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
814
shares
|
$368,676
0.1% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
813
shares
|
$368,223
0.09% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
813
shares
|
$368,223
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
811
shares
|
$367,318
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
811
shares
|
$367,318
0.22% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
810
shares
|
$366,865
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
810
shares
|
$366,865
0.11% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
809
shares
|
$366,412
0.23% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
809
shares
|
$366,412
0.09% of portfolio
|
Q3 2024
Added 1.25%
|