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 4,381 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 |
|---|---|---|---|---|---|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
605
shares
|
$274,016
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
604
shares
|
$273,563
0.21% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
604
shares
|
$273,563
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
603
shares
|
$273,110
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
602
shares
|
$272,657
0.24% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
601
shares
|
$272,204
0.05% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
601
shares
|
$272,204
0.14% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
601
shares
|
$272,204
0.25% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
601
shares
|
$272,204
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
600
shares
|
$271,752
0.19% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
600
shares
|
$271,752
0.13% of portfolio
|
Q2 2023
Reduced 24.05%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
600
shares
|
$271,752
0.08% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
600
shares
|
$271,752
0.15% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
599
shares
|
$271,299
0.17% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
595
shares
|
$269,487
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
594
shares
|
$269,034
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
594
shares
|
$269,034
0.11% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
592
shares
|
$268,128
0.01% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
591
shares
|
$267,675
0.05% of portfolio
|
Q3 2024
Added 36.18%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
591
shares
|
$267,675
0.19% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
590
shares
|
$267,222
0.23% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
589
shares
|
$266,769
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
589
shares
|
$266,769
0.05% of portfolio
|
Q2 2024
Added 6.13%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
588
shares
|
$266,316
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
587
shares
|
$265,864
0.06% of portfolio
|
Q3 2024
Added 3.35%
|