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 |
|---|---|---|---|---|---|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
33,652
shares
|
$15.2 Million
2.36% of portfolio
|
Q1 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
33,534
shares
|
$15.2 Million
4.52% of portfolio
|
Q3 2024
Added 509.71%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
33,510
shares
|
$15.1 Million
6.57% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
33,508
shares
|
$15.1 Million
0.45% of portfolio
|
Q3 2024
Reduced 52.95%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
33,503
shares
|
$15.1 Million
2.94% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
33,448
shares
|
$15.1 Million
0.37% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ruffer LLP
|
Nov 08, 2024 Q3 2024 |
33,390
shares
|
$15.1 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
33,369
shares
|
$15.1 Million
0.47% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
33,321
shares
|
$15.1 Million
0.19% of portfolio
|
Q3 2024
Added 32.54%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
33,313
shares
|
$15.1 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Eos Management, L.P.
|
Nov 01, 2024 Q3 2024 |
33,250
shares
|
$15 Million
5.41% of portfolio
|
N/A
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
33,101
shares
|
$15 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
32,969
shares
|
$14.9 Million
4.05% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,828
shares
|
$14.8 Million
15.79% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
32,801
shares
|
$14.8 Million
3.39% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
32,748
shares
|
$14.8 Million
0.63% of portfolio
|
Q3 2024
Added 37.94%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
32,522
shares
|
$14.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
32,500
shares
|
$14.7 Million
9.65% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
32,476
shares
|
$14.7 Million
0.63% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
32,374
shares
|
$14.6 Million
5.96% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
32,359
shares
|
$14.6 Million
9.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
32,224
shares
|
$14.6 Million
1.11% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
32,128
shares
|
$14.5 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
32,116
shares
|
$14.5 Million
0.37% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
32,105
shares
|
$14.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 11.21%
|