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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
688
shares
|
$311,608
0.22% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
688
shares
|
$311,608
0.14% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
687
shares
|
$311,156
0.19% of portfolio
|
Q2 2024
Reduced 12.71%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
687
shares
|
$311,156
0.12% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
685
shares
|
$310,250
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
682
shares
|
$308,891
0.16% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
681
shares
|
$308,438
0.17% of portfolio
|
Q3 2023
Added 14.07%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
681
shares
|
$308,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
681
shares
|
$308,438
0.22% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
680
shares
|
$307,985
0.25% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
679
shares
|
$307,532
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
679
shares
|
$307,532
0.1% of portfolio
|
Q4 2022
Reduced 54.49%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
677
shares
|
$306,626
0.03% of portfolio
|
Q1 2024
Reduced 5.58%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
676
shares
|
$306,173
0.11% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
676
shares
|
$306,173
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
673
shares
|
$304,815
0.07% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
672
shares
|
$304,362
0.06% of portfolio
|
Q3 2024
Added 8.91%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
671
shares
|
$303,909
0.85% of portfolio
|
Q2 2024
Reduced 39.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
670
shares
|
$303,456
0.13% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
670
shares
|
$303,456
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
670
shares
|
$303,456
0.12% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
669
shares
|
$303,003
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
667
shares
|
$302,097
0.22% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
666
shares
|
$301,644
0.21% of portfolio
|
Q4 2023
Reduced 1.62%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
666
shares
|
$301,644
0.24% of portfolio
|
Q1 2023
New holding
|