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 |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
485
shares
|
$219,976
0.21% of portfolio
|
Q3 2024
Reduced 51.5%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
485
shares
|
$219,976
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
485
shares
|
$219,976
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
485
shares
|
$219,976
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
483
shares
|
$219,069
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
483
shares
|
$219,069
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
482
shares
|
$218,615
0.15% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
481
shares
|
$218,162
0.08% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
479
shares
|
$217,255
0.2% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
479
shares
|
$217,255
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
478
shares
|
$216,801
0.1% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
477
shares
|
$216,348
0.01% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
477
shares
|
$216,348
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
477
shares
|
$216,348
0.16% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
476
shares
|
$215,894
0.09% of portfolio
|
Q1 2024
Reduced 8.11%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
475
shares
|
$215,441
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
468
shares
|
$212,266
0.04% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
468
shares
|
$212,266
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
468
shares
|
$212,266
0.08% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
466
shares
|
$211,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
465
shares
|
$210,905
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
464
shares
|
$210,451
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
462
shares
|
$209,544
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
460
shares
|
$208,637
0.09% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
460
shares
|
$208,637
5.68% of portfolio
|
Q3 2024
Reduced 45.24%
|