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 |
|---|---|---|---|---|---|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
53,545
shares
|
$24.2 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
53,472
shares
|
$24.2 Million
4.17% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
53,427
shares
|
$24.1 Million
9.99% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Progeny 3, Inc.
Seattle, WA |
Nov 14, 2024 Q3 2024 |
53,239
shares
|
$24.1 Million
2.06% of portfolio
|
Q4 2023
Added 117.84%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
53,141
shares
|
$24 Million
5.52% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
53,128
shares
|
$24 Million
0.53% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
53,092
shares
|
$24 Million
2.65% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
53,035
shares
|
$24 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,021
shares
|
$24 Million
3.51% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
52,990
shares
|
$23.9 Million
6.24% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
52,820
shares
|
$23.9 Million
0.74% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
52,803
shares
|
$23.9 Million
6.7% of portfolio
|
Q3 2024
Added 253.32%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
52,576
shares
|
$23.8 Million
0.38% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
52,190
shares
|
$23.6 Million
1.34% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
52,029
shares
|
$23.5 Million
0.62% of portfolio
|
Q1 2024
Added 2.21%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$23.5 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
51,349
shares
|
$23.2 Million
0.28% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
51,137
shares
|
$23.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
51,089
shares
|
$23.1 Million
9.43% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
51,045
shares
|
$23.1 Million
1.52% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
50,944
shares
|
$23 Million
0.21% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
50,901
shares
|
$23 Million
1.99% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
50,833
shares
|
$23 Million
4.46% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
50,820
shares
|
$23 Million
0.09% of portfolio
|
Q1 2024
Reduced 12.78%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
50,724
shares
|
$22.9 Million
1.38% of portfolio
|
Q3 2024
Added 5.83%
|