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 |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
460
shares
|
$208,637
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
459
shares
|
$208,184
0.0% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
459
shares
|
$208,184
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
458
shares
|
$207,730
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
455
shares
|
$206,369
0.08% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
454
shares
|
$205,916
0.09% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$204,102
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
449
shares
|
$203,648
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
449
shares
|
$203,648
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
446
shares
|
$202,287
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
446
shares
|
$202,287
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
441
shares
|
$200,019
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Shearwater Capital LLC
|
Oct 08, 2024 Q3 2024 |
438
shares
|
$198,659
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
438
shares
|
$198,659
0.13% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
438
shares
|
$198,659
0.12% of portfolio
|
Q3 2024
Added 75.2%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
436
shares
|
$197,752
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
434
shares
|
$196,845
0.07% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
430
shares
|
$195,030
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
420
shares
|
$190,495
0.11% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
419
shares
|
$190,041
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
415
shares
|
$188,227
0.06% of portfolio
|
Q2 2024
Added 30.91%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
406
shares
|
$184,145
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
405
shares
|
$183,691
0.22% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
400
shares
|
$181,424
0.16% of portfolio
|
N/A
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
392
shares
|
$177,795
0.09% of portfolio
|
Q3 2024
Reduced 9.89%
|