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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38,179
shares
|
$17.3 Million
0.66% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Muhlenkamp & CO Inc
|
Nov 12, 2024 Q3 2024 |
38,124
shares
|
$17.2 Million
5.66% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
37,865
shares
|
$17.1 Million
0.44% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
37,831
shares
|
$17.1 Million
2.01% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
37,739
shares
|
$17.1 Million
11.39% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
37,581
shares
|
$17 Million
4.65% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
37,525
shares
|
$17 Million
2.77% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
37,478
shares
|
$16.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
37,362
shares
|
$16.9 Million
1.61% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
37,250
shares
|
$16.8 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
37,202
shares
|
$16.8 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
37,056
shares
|
$16.7 Million
5.37% of portfolio
|
Q3 2024
Added 14.23%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
36,992
shares
|
$16.7 Million
6.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
36,964
shares
|
$16.7 Million
0.45% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
36,896
shares
|
$16.7 Million
0.28% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
36,724
shares
|
$16.6 Million
2.85% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
36,719
shares
|
$16.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
36,707
shares
|
$16.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 66.27%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,695
shares
|
$16.6 Million
0.12% of portfolio
|
Q3 2024
Added 105.94%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
36,597
shares
|
$16.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
36,337
shares
|
$16.4 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2024 Q3 2024 |
36,167
shares
|
$16.3 Million
5.93% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
36,129
shares
|
$16.3 Million
0.43% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
36,087
shares
|
$16.3 Million
2.05% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
36,054
shares
|
$16.3 Million
0.74% of portfolio
|
Q3 2024
Added 8.79%
|