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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
390
shares
|
$176,888
0.15% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
388
shares
|
$175,981
0.11% of portfolio
|
N/A
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
382
shares
|
$173,259
0.19% of portfolio
|
Q1 2023
Reduced 2.55%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
376
shares
|
$170,538
0.09% of portfolio
|
Q1 2024
Added 14.63%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
374
shares
|
$169,631
0.13% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
365
shares
|
$165,549
0.05% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
362
shares
|
$164,188
0.17% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
361
shares
|
$163,735
0.13% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
360
shares
|
$163,281
0.07% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
358
shares
|
$162,374
0.14% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
335
shares
|
$151,942
0.05% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
322
shares
|
$146,046
0.08% of portfolio
|
Q4 2023
Reduced 48.64%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
317
shares
|
$143,778
0.06% of portfolio
|
Q4 2024
Reduced 34.77%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$136,068
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
300
shares
|
$136,068
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
295
shares
|
$133,800
0.04% of portfolio
|
Q3 2024
Added 103.45%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
291
shares
|
$131,985
0.67% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
288
shares
|
$130,625
0.05% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
286
shares
|
$129,718
0.03% of portfolio
|
Q1 2024
Added 9.58%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
284
shares
|
$128,811
0.06% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
284
shares
|
$128,811
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
284
shares
|
$128,811
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
283
shares
|
$128,357
0.01% of portfolio
|
N/A
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
268
shares
|
$121,554
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
267
shares
|
$121,100
0.04% of portfolio
|
Q1 2024
Reduced 95.45%
|