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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
40,368
shares
|
$18.2 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
40,250
shares
|
$18.2 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
40,202
shares
|
$18.2 Million
6.05% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
40,000
shares
|
$18.1 Million
6.72% of portfolio
|
Q1 2023
Reduced 57.89%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
39,941
shares
|
$18 Million
7.44% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
39,595
shares
|
$17.9 Million
14.08% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
39,535
shares
|
$17.9 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
39,519
shares
|
$17.9 Million
0.44% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
39,495
shares
|
$17.8 Million
1.8% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,403
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
39,350
shares
|
$17.8 Million
7.33% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
39,266
shares
|
$17.7 Million
0.55% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
39,180
shares
|
$17.7 Million
2.96% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
39,080
shares
|
$17.7 Million
6.75% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
38,971
shares
|
$17.6 Million
1.69% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
38,854
shares
|
$17.6 Million
1.04% of portfolio
|
Q3 2024
Added 1561.14%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
38,836
shares
|
$17.5 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
38,781
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Epacria Capital Partners, LLC
Boulder, CO |
Nov 13, 2024 Q3 2024 |
38,760
shares
|
$17.5 Million
12.17% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
38,636
shares
|
$17.5 Million
0.6% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
38,619
shares
|
$17.4 Million
1.05% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
38,506
shares
|
$17.4 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
38,405
shares
|
$17.4 Million
4.83% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
38,384
shares
|
$17.3 Million
8.78% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
38,372
shares
|
$17.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.83%
|