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 830 Million shares, which have been reported (via 13F filing form) to have a value of $376 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
80,101
shares
|
$36.3 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
80,090
shares
|
$36.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
80,090
shares
|
$36.3 Million
1.27% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
80,083
shares
|
$36.3 Million
11.85% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
79,265
shares
|
$35.9 Million
10.15% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
78,775
shares
|
$35.7 Million
4.87% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
78,720
shares
|
$35.7 Million
6.2% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
78,518
shares
|
$35.6 Million
1.59% of portfolio
|
Q4 2022
Added 358.47%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
78,444
shares
|
$35.5 Million
0.86% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
78,417
shares
|
$35.5 Million
0.38% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Prospector Partners LLC
Guilford, CT |
Nov 13, 2024 Q3 2024 |
78,310
shares
|
$35.5 Million
3.94% of portfolio
|
Q1 2024
Reduced 18.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,783
shares
|
$35.2 Million
2.41% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
77,733
shares
|
$35.2 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
77,595
shares
|
$35.1 Million
0.53% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
77,370
shares
|
$35 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
77,278
shares
|
$35 Million
6.22% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
77,190
shares
|
$35 Million
1.4% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
77,036
shares
|
$34.9 Million
0.85% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
76,924
shares
|
$34.8 Million
0.65% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
76,922
shares
|
$34.8 Million
1.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
76,916
shares
|
$34.8 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
76,793
shares
|
$34.8 Million
1.07% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
76,227
shares
|
$34.5 Million
6.4% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
76,107
shares
|
$34.5 Million
10.12% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
76,065
shares
|
$34.5 Million
1.01% of portfolio
|
Q3 2024
Added 2.16%
|