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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
71,801
shares
|
$32.5 Million
5.57% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
71,611
shares
|
$32.4 Million
12.98% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
71,234
shares
|
$32.3 Million
20.34% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
70,435
shares
|
$31.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 69.91%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
70,421
shares
|
$31.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
70,406
shares
|
$31.9 Million
0.62% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
70,347
shares
|
$31.9 Million
0.63% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
70,329
shares
|
$31.9 Million
0.69% of portfolio
|
Q4 2023
Added 0.18%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
69,777
shares
|
$31.6 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
69,731
shares
|
$31.6 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
69,216
shares
|
$31.3 Million
5.84% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
69,002
shares
|
$31.3 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
68,559
shares
|
$31.1 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
68,026
shares
|
$30.8 Million
0.28% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
67,972
shares
|
$30.8 Million
1.49% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
67,899
shares
|
$30.8 Million
15.64% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
67,887
shares
|
$30.7 Million
17.45% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
67,877
shares
|
$30.7 Million
1.7% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
67,787
shares
|
$30.7 Million
3.28% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
67,598
shares
|
$30.6 Million
2.18% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
67,532
shares
|
$30.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
67,287
shares
|
$30.5 Million
0.8% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
67,077
shares
|
$30.4 Million
4.44% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
66,454
shares
|
$30.1 Million
2.52% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
66,399
shares
|
$30.1 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.92%
|