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 |
|---|---|---|---|---|---|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
57,192
shares
|
$25.9 Million
8.74% of portfolio
|
N/A
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
57,171
shares
|
$25.9 Million
2.38% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
57,109
shares
|
$25.9 Million
3.79% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
56,821
shares
|
$25.7 Million
30.3% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
56,338
shares
|
$25.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
55,918
shares
|
$25.3 Million
16.57% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
55,432
shares
|
$25.1 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
55,238
shares
|
$25 Million
2.56% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
55,206
shares
|
$25 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
55,200
shares
|
$25 Million
16.33% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
55,000
shares
|
$24.9 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
54,763
shares
|
$24.8 Million
5.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
54,731
shares
|
$24.8 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
54,657
shares
|
$24.8 Million
1.11% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
54,578
shares
|
$24.7 Million
0.72% of portfolio
|
Q3 2024
Added 35.58%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
54,511
shares
|
$24.7 Million
0.7% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
54,448
shares
|
$24.7 Million
4.74% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
54,435
shares
|
$24.7 Million
2.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
54,369
shares
|
$24.6 Million
1.46% of portfolio
|
Q3 2023
Added 19.46%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
54,234
shares
|
$24.6 Million
1.76% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
54,077
shares
|
$24.5 Million
1.07% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
54,073
shares
|
$24.5 Million
20.42% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
53,892
shares
|
$24.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
53,731
shares
|
$24.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
53,661
shares
|
$24.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.26%
|