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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
29,617
shares
|
$13.4 Million
3.43% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
29,488
shares
|
$13.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
29,397
shares
|
$13.3 Million
0.6% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
29,381
shares
|
$13.3 Million
0.54% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
29,350
shares
|
$13.3 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
29,330
shares
|
$13.3 Million
0.15% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Lfl Advisers, LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
29,289
shares
|
$13.2 Million
5.57% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,238
shares
|
$13.2 Million
2.46% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
29,229
shares
|
$13.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
29,211
shares
|
$13.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
29,109
shares
|
$13.2 Million
4.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Oct 18, 2024 Q3 2024 |
29,033
shares
|
$13.1 Million
9.38% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
28,988
shares
|
$13.1 Million
3.01% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
28,953
shares
|
$13.1 Million
10.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
28,812
shares
|
$13 Million
0.24% of portfolio
|
Q3 2024
Added 813.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
28,743
shares
|
$13 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
28,668
shares
|
$13 Million
1.31% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
28,638
shares
|
$12.9 Million
0.8% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
28,616
shares
|
$12.9 Million
0.85% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
28,600
shares
|
$12.9 Million
0.88% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
28,592
shares
|
$12.9 Million
0.95% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
28,511
shares
|
$12.9 Million
1.49% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
28,440
shares
|
$12.9 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
28,433
shares
|
$12.8 Million
1.96% of portfolio
|
Q4 2020
Reduced 1.08%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
28,318
shares
|
$12.8 Million
1.14% of portfolio
|
Q3 2024
Added 10.92%
|