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 $375 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
45,550
shares
|
$20.6 Million
7.16% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45,550
shares
|
$20.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 32.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
45,515
shares
|
$20.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
45,266
shares
|
$20.5 Million
12.86% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
45,243
shares
|
$20.4 Million
0.76% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
45,009
shares
|
$20.3 Million
2.26% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
44,978
shares
|
$20.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
44,703
shares
|
$20.2 Million
14.62% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
44,665
shares
|
$20.2 Million
0.86% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
44,566
shares
|
$20.1 Million
19.37% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
44,356
shares
|
$20 Million
4.43% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,274
shares
|
$20 Million
3.63% of portfolio
|
Q2 2023
Added 4.71%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
44,251
shares
|
$20 Million
5.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
44,065
shares
|
$19.9 Million
2.44% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
44,029
shares
|
$19.9 Million
18.5% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
43,877
shares
|
$19.8 Million
0.34% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
43,396
shares
|
$19.6 Million
0.44% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
43,376
shares
|
$19.6 Million
8.11% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,252
shares
|
$19.5 Million
0.58% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
43,176
shares
|
$19.5 Million
2.12% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
43,095
shares
|
$19.5 Million
2.76% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
43,031
shares
|
$19.4 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
42,963
shares
|
$19.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
42,736
shares
|
$19.3 Million
5.97% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Tlw Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
42,722
shares
|
$19.3 Million
11.68% of portfolio
|
Q3 2024
Reduced 0.48%
|