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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
24,905
shares
|
$11.3 Million
2.53% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
24,903
shares
|
$11.3 Million
0.55% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
24,901
shares
|
$11.3 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
24,852
shares
|
$11.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,846
shares
|
$11.2 Million
2.07% of portfolio
|
Q3 2023
Reduced 15.09%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
24,737
shares
|
$11.2 Million
1.44% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
24,681
shares
|
$11.2 Million
5.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
24,677
shares
|
$11.2 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
24,646
shares
|
$11.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
24,638
shares
|
$11.1 Million
1.38% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
24,584
shares
|
$11.1 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Harspring Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,500
shares
|
$11.1 Million
2.8% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
24,478
shares
|
$11.1 Million
5.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
24,451
shares
|
$11 Million
2.88% of portfolio
|
Q1 2024
Added 7.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
24,446
shares
|
$11 Million
0.8% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,411
shares
|
$11 Million
0.73% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
24,348
shares
|
$11 Million
1.22% of portfolio
|
Q3 2024
Added 86.36%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
24,335
shares
|
$11 Million
0.37% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
24,271
shares
|
$11 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Carmel Capital Management L.L.C.
|
Oct 17, 2024 Q3 2024 |
24,262
shares
|
$11 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
24,207
shares
|
$10.9 Million
1.75% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,024
shares
|
$10.9 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
23,999
shares
|
$10.8 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
23,880
shares
|
$10.8 Million
0.26% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
23,877
shares
|
$10.8 Million
1.69% of portfolio
|
Q1 2024
Added 251.55%
|