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 |
|---|---|---|---|---|---|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
27,094
shares
|
$12.2 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
26,976
shares
|
$12.2 Million
13.99% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,803
shares
|
$12.1 Million
1.32% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
26,774
shares
|
$12.1 Million
4.12% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,750
shares
|
$12.1 Million
4.86% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
26,653
shares
|
$12 Million
4.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
26,520
shares
|
$12 Million
2.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
26,500
shares
|
$12 Million
3.05% of portfolio
|
N/A
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
26,489
shares
|
$12 Million
6.28% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
26,479
shares
|
$12 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
26,446
shares
|
$11.9 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
26,431
shares
|
$11.9 Million
3.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
26,367
shares
|
$11.9 Million
0.77% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
26,322
shares
|
$11.9 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
26,307
shares
|
$11.9 Million
0.82% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
26,295
shares
|
$11.9 Million
5.73% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
26,280
shares
|
$11.9 Million
1.37% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Jcp Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,224
shares
|
$11.8 Million
11.24% of portfolio
|
Q2 2023
Added 4.11%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,162
shares
|
$11.8 Million
0.79% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
26,077
shares
|
$11.8 Million
2.43% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,074
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
26,026
shares
|
$11.8 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
26,002
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
25,985
shares
|
$11.7 Million
0.72% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
25,983
shares
|
$11.7 Million
1.41% of portfolio
|
Q3 2024
Added 0.18%
|