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 |
|---|---|---|---|---|---|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
62,746
shares
|
$28.4 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
62,624
shares
|
$28.4 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
62,613
shares
|
$28.4 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
62,513
shares
|
$28.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 72.23%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
62,429
shares
|
$28.3 Million
0.58% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Fj Investments, LLC
Salt Lake City, UT |
Nov 01, 2024 Q3 2024 |
62,288
shares
|
$28.2 Million
2.84% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
62,284
shares
|
$28.2 Million
0.89% of portfolio
|
Q3 2024
Added 14.41%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
62,003
shares
|
$28.1 Million
1.83% of portfolio
|
Q3 2023
Added 1.51%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
61,332
shares
|
$27.8 Million
7.25% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
61,294
shares
|
$27.8 Million
0.22% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
61,189
shares
|
$27.7 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
60,988
shares
|
$27.6 Million
2.41% of portfolio
|
Q3 2024
Added 59.64%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
60,853
shares
|
$27.6 Million
1.55% of portfolio
|
Q4 2022
Added 4.03%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
60,744
shares
|
$27.5 Million
0.7% of portfolio
|
Q4 2023
Added 2.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
60,605
shares
|
$27.4 Million
2.57% of portfolio
|
Q3 2023
Reduced 0.86%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
60,491
shares
|
$27.4 Million
0.34% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
60,343
shares
|
$27.3 Million
0.29% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
60,145
shares
|
$27.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Ota Financial Group L.P.
|
Aug 17, 2023 Q2 2023 |
60,000
shares
|
$27.2 Million
14.29% of portfolio
|
Q2 2023
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
59,763
shares
|
$27.1 Million
0.11% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
59,735
shares
|
$27.1 Million
2.79% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
59,687
shares
|
$27 Million
3.06% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
59,588
shares
|
$27 Million
9.56% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Ycg, LLC
|
Nov 04, 2024 Q3 2024 |
59,560
shares
|
$27 Million
2.18% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
59,437
shares
|
$26.9 Million
0.23% of portfolio
|
Q3 2024
Added 16.19%
|