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 839 Million shares, which have been reported (via 13F filing form) to have a value of $380 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
744
shares
|
$336,972
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
742
shares
|
$336,066
0.26% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
741
shares
|
$335,613
0.1% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
740
shares
|
$335,160
0.09% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
739
shares
|
$334,707
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
738
shares
|
$334,254
0.12% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
735
shares
|
$332,896
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
734
shares
|
$332,443
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
733
shares
|
$331,990
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
733
shares
|
$331,990
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
731
shares
|
$331,084
0.21% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
731
shares
|
$331,084
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
730
shares
|
$330,631
0.17% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
729
shares
|
$330,178
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
729
shares
|
$330,178
0.05% of portfolio
|
Q4 2023
Reduced 98.72%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
729
shares
|
$330,178
0.22% of portfolio
|
Q2 2024
Added 52.83%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
728
shares
|
$329,725
0.17% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
725
shares
|
$328,367
0.15% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
725
shares
|
$328,367
0.11% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
725
shares
|
$328,367
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
723
shares
|
$327,461
0.13% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
723
shares
|
$327,461
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
722
shares
|
$327,008
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
721
shares
|
$326,555
0.14% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
720
shares
|
$326,102
0.59% of portfolio
|
Q3 2024
Added 16.13%
|