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 4,382 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 $380 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
102,011
shares
|
$46.2 Million
1.47% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
101,953
shares
|
$46.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
101,323
shares
|
$45.9 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
101,099
shares
|
$45.8 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
100,254
shares
|
$45.4 Million
1.69% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Consulta LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$45.3 Million
3.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
99,986
shares
|
$45.3 Million
5.1% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Foundation Resource Management Inc
|
Oct 10, 2024 Q3 2024 |
99,937
shares
|
$45.3 Million
7.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
99,679
shares
|
$45.1 Million
6.84% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
99,348
shares
|
$45 Million
15.87% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
98,239
shares
|
$44.5 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
97,103
shares
|
$44 Million
3.02% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
97,014
shares
|
$43.9 Million
3.04% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,958
shares
|
$43.9 Million
2.59% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
96,250
shares
|
$43.6 Million
34.44% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
96,006
shares
|
$43.5 Million
0.05% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
95,844
shares
|
$43.4 Million
8.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
95,676
shares
|
$43.3 Million
9.94% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
95,452
shares
|
$43.2 Million
0.55% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
95,161
shares
|
$43.1 Million
9.51% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
95,152
shares
|
$43.1 Million
5.12% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
94,650
shares
|
$42.9 Million
0.46% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
94,583
shares
|
$42.8 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
94,301
shares
|
$42.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
92,380
shares
|
$41.8 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.57%
|