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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
35,884
shares
|
$16.2 Million
0.7% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,644
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
35,633
shares
|
$16.1 Million
0.3% of portfolio
|
Q3 2024
Added 29.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,503
shares
|
$16 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
35,327
shares
|
$16 Million
1.29% of portfolio
|
Q3 2024
Added 274.15%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
35,288
shares
|
$15.9 Million
6.09% of portfolio
|
Q3 2024
Added 51.15%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
35,125
shares
|
$15.9 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
35,093
shares
|
$15.9 Million
0.4% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
35,073
shares
|
$15.8 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
34,942
shares
|
$15.8 Million
4.26% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
34,773
shares
|
$15.7 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
34,653
shares
|
$15.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
34,610
shares
|
$15.6 Million
1.92% of portfolio
|
Q4 2022
Reduced 2.3%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
34,543
shares
|
$15.6 Million
12.48% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
34,402
shares
|
$15.5 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
34,356
shares
|
$15.5 Million
2.1% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
34,282
shares
|
$15.5 Million
5.13% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
34,057
shares
|
$15.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 40.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
33,956
shares
|
$15.3 Million
2.89% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
33,948
shares
|
$15.3 Million
1.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
33,929
shares
|
$15.3 Million
4.56% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
33,837
shares
|
$15.3 Million
6.83% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
33,826
shares
|
$15.3 Million
0.61% of portfolio
|
Q3 2024
Added 33.68%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
33,725
shares
|
$15.2 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
33,685
shares
|
$15.2 Million
0.23% of portfolio
|
Q3 2024
Added 531.99%
|