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 |
|---|---|---|---|---|---|
|
Whitford Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
806
shares
|
$365,053
0.21% of portfolio
|
Q4 2022
Added 86.23%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
804
shares
|
$364,147
0.25% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
802
shares
|
$363,241
0.17% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
801
shares
|
$362,788
0.07% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
800
shares
|
$362,336
0.24% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$362,336
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
800
shares
|
$362,336
0.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$362,336
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
800
shares
|
$362,336
0.14% of portfolio
|
Q2 2024
Added 65.29%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
799
shares
|
$361,883
0.29% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
797
shares
|
$360,977
0.2% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
796
shares
|
$360,524
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
795
shares
|
$360,071
0.29% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
795
shares
|
$360,071
0.22% of portfolio
|
Q4 2021
Closed
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
791
shares
|
$358,259
0.23% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
790
shares
|
$357,806
0.14% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
790
shares
|
$357,806
0.28% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
790
shares
|
$357,806
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
788
shares
|
$356,900
0.16% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
788
shares
|
$356,900
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
787
shares
|
$356,448
0.05% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
786
shares
|
$355,995
0.33% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
781
shares
|
$353,730
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
780
shares
|
$353,277
0.05% of portfolio
|
Q4 2023
Reduced 5.68%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
778
shares
|
$352,371
0.22% of portfolio
|
Q3 2024
New holding
|