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 |
|---|---|---|---|---|---|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
30,678
shares
|
$13.9 Million
3.24% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
30,677
shares
|
$13.9 Million
3.05% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,621
shares
|
$13.8 Million
0.32% of portfolio
|
Q3 2024
Added 59.98%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
30,571
shares
|
$13.8 Million
1.94% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
30,517
shares
|
$13.8 Million
0.4% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
30,506
shares
|
$13.8 Million
1.63% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
30,505
shares
|
$13.8 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
30,369
shares
|
$13.7 Million
0.11% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
30,348
shares
|
$13.7 Million
0.87% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
30,312
shares
|
$13.7 Million
2.56% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
30,295
shares
|
$13.7 Million
0.64% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
30,231
shares
|
$13.7 Million
0.54% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
30,212
shares
|
$13.7 Million
2.53% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
30,188
shares
|
$13.6 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,122
shares
|
$13.6 Million
0.5% of portfolio
|
Q3 2024
Added 740.22%
|
|
|
Patton Fund Management, Inc.
|
Oct 16, 2024 Q3 2024 |
30,051
shares
|
$13.6 Million
2.88% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
30,002
shares
|
$13.6 Million
5.3% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
29,988
shares
|
$13.5 Million
5.13% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
29,967
shares
|
$13.5 Million
0.65% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
29,967
shares
|
$13.5 Million
7.11% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
29,943
shares
|
$13.5 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
29,811
shares
|
$13.5 Million
1.24% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
29,806
shares
|
$13.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
29,683
shares
|
$13.4 Million
0.2% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
29,632
shares
|
$13.4 Million
2.39% of portfolio
|
Q4 2022
Reduced 24.86%
|