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 |
|---|---|---|---|---|---|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
587
shares
|
$265,864
0.17% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
586
shares
|
$265,411
0.02% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
586
shares
|
$265,411
0.11% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
582
shares
|
$263,599
0.14% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
581
shares
|
$263,146
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
579
shares
|
$262,240
0.15% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
578
shares
|
$261,787
0.1% of portfolio
|
Q3 2024
Reduced 57.19%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
577
shares
|
$261,334
0.06% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
576
shares
|
$260,881
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
575
shares
|
$260,429
0.11% of portfolio
|
Q2 2024
Reduced 70.66%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
575
shares
|
$260,429
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
574
shares
|
$259,976
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
573
shares
|
$259,523
0.19% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
572
shares
|
$259,070
0.11% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
570
shares
|
$258,164
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
569
shares
|
$257,711
0.14% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
569
shares
|
$257,711
0.04% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
569
shares
|
$257,711
0.22% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
567
shares
|
$256,805
0.09% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
566
shares
|
$256,352
0.08% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
563
shares
|
$254,993
0.1% of portfolio
|
Q2 2024
Reduced 6.94%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
562
shares
|
$254,541
0.16% of portfolio
|
Q4 2023
Reduced 41.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
562
shares
|
$254,541
0.12% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
557
shares
|
$252,276
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
557
shares
|
$252,276
0.01% of portfolio
|
Q3 2024
Reduced 97.48%
|