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 |
|---|---|---|---|---|---|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
256
shares
|
$116,111
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
250
shares
|
$113,390
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
248
shares
|
$112,482
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
243
shares
|
$110,215
0.07% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
235
shares
|
$106,586
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
234
shares
|
$106,133
0.04% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
209
shares
|
$94,794
0.03% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
202
shares
|
$91,619
0.04% of portfolio
|
Q3 2024
Reduced 57.65%
|
|
|
Sycomore Asset Management
|
Nov 06, 2024 Q3 2024 |
200
shares
|
$90,712
0.02% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
200
shares
|
$90,712
0.03% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
200
shares
|
$90,712
0.04% of portfolio
|
Q4 2023
Reduced 50.74%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$90,712
3.56% of portfolio
|
Q1 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
194
shares
|
$87,990
0.04% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
193
shares
|
$87,537
0.07% of portfolio
|
Q3 2023
Added 30.41%
|
|
|
Silicon Valley Community Foundation
Mountain View, CA |
Aug 15, 2024 Q2 2024 |
193
shares
|
$87,537
0.0% of portfolio
|
Q2 2024
Reduced 71.41%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
192
shares
|
$87,083
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
191
shares
|
$86,629
0.06% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
185
shares
|
$83,908
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
184
shares
|
$83,455
0.04% of portfolio
|
Q2 2024
Added 84.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
182
shares
|
$82,547
0.04% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
171
shares
|
$77,558
0.01% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
170
shares
|
$77,105
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
165
shares
|
$74,837
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
151
shares
|
$68,487
0.03% of portfolio
|
Q2 2024
Added 106.85%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
149
shares
|
$67,580
0.01% of portfolio
|
Q1 2024
New holding
|