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 $378 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
526
shares
|
$238,572
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
526
shares
|
$238,572
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
526
shares
|
$238,572
0.14% of portfolio
|
Q3 2024
Reduced 86.89%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
526
shares
|
$238,572
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
525
shares
|
$238,119
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
524
shares
|
$237,665
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
523
shares
|
$237,211
0.09% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
523
shares
|
$237,211
0.21% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
521
shares
|
$236,304
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
521
shares
|
$236,304
0.09% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
521
shares
|
$236,304
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
520
shares
|
$235,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
520
shares
|
$235,851
0.06% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
520
shares
|
$235,851
0.04% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
519
shares
|
$235,397
0.09% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
518
shares
|
$234,944
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
516
shares
|
$234,036
0.11% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
516
shares
|
$234,036
0.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
515
shares
|
$233,583
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
514
shares
|
$233,129
0.13% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
512
shares
|
$232,222
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
512
shares
|
$232,222
0.09% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$231,769
0.36% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$231,769
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
510
shares
|
$231,315
0.08% of portfolio
|
Q4 2023
New holding
|