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 |
|---|---|---|---|---|---|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
59,381
shares
|
$26.9 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
59,357
shares
|
$26.9 Million
0.55% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
59,286
shares
|
$26.9 Million
0.58% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
59,283
shares
|
$26.9 Million
1.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
59,065
shares
|
$26.8 Million
3.42% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
59,063
shares
|
$26.8 Million
12.43% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
59,004
shares
|
$26.7 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
58,942
shares
|
$26.7 Million
6.6% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
58,764
shares
|
$26.6 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
58,578
shares
|
$26.5 Million
0.61% of portfolio
|
Q3 2024
Added 49.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
58,573
shares
|
$26.5 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
58,440
shares
|
$26.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
58,077
shares
|
$26.3 Million
0.8% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
58,064
shares
|
$26.3 Million
7.84% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
58,055
shares
|
$26.3 Million
0.63% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
58,034
shares
|
$26.3 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
58,031
shares
|
$26.3 Million
0.54% of portfolio
|
Q2 2024
Added 10.4%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
58,027
shares
|
$26.3 Million
3.94% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
58,012
shares
|
$26.3 Million
0.05% of portfolio
|
Q3 2024
Added 186.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
57,975
shares
|
$26.3 Million
1.09% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
57,943
shares
|
$26.2 Million
2.34% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
57,807
shares
|
$26.2 Million
2.52% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
57,501
shares
|
$26 Million
2.18% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
57,270
shares
|
$25.9 Million
0.31% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
57,248
shares
|
$25.9 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.2%
|