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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
66,266
shares
|
$30 Million
1.85% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
66,156
shares
|
$30 Million
11.3% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
66,108
shares
|
$29.9 Million
4.17% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
65,881
shares
|
$29.8 Million
2.43% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
65,600
shares
|
$29.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
64,988
shares
|
$29.4 Million
0.4% of portfolio
|
Q4 2022
Reduced 5.43%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
64,985
shares
|
$29.4 Million
2.16% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
64,878
shares
|
$29.4 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
64,800
shares
|
$29.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
64,777
shares
|
$29.3 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
64,694
shares
|
$29.3 Million
15.33% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
64,610
shares
|
$29.3 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
64,423
shares
|
$29.2 Million
0.38% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
64,372
shares
|
$29.2 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
64,347
shares
|
$29.1 Million
3.89% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
63,860
shares
|
$28.9 Million
1.15% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
63,735
shares
|
$28.9 Million
2.31% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
63,726
shares
|
$28.9 Million
1.37% of portfolio
|
Q3 2024
Added 149.96%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
63,582
shares
|
$28.8 Million
5.83% of portfolio
|
Q4 2022
Added 4.39%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
63,581
shares
|
$28.8 Million
3.58% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
63,441
shares
|
$28.7 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
63,332
shares
|
$28.7 Million
1.82% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
63,332
shares
|
$28.7 Million
1.78% of portfolio
|
Q3 2024
Reduced 95.23%
|
|
|
Steginsky Capital LLC
|
Nov 12, 2024 Q3 2024 |
63,301
shares
|
$28.7 Million
6.61% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
63,219
shares
|
$28.6 Million
0.77% of portfolio
|
Q3 2024
Added 8.6%
|