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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
22,761
shares
|
$10.3 Million
0.85% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
22,754
shares
|
$10.3 Million
4.72% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
22,712
shares
|
$10.3 Million
0.78% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
22,697
shares
|
$10.3 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
22,677
shares
|
$10.2 Million
1.5% of portfolio
|
Q3 2024
Added 59.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
22,601
shares
|
$10.2 Million
0.33% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
22,441
shares
|
$10.1 Million
0.87% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
22,387
shares
|
$10.1 Million
3.13% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
22,360
shares
|
$10.1 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
22,326
shares
|
$10.1 Million
1.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
22,288
shares
|
$10.1 Million
0.88% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
22,269
shares
|
$10.1 Million
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
22,213
shares
|
$10 Million
3.33% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
22,200
shares
|
$10 Million
0.67% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
22,137
shares
|
$10 Million
5.32% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
22,137
shares
|
$10 Million
0.19% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
22,126
shares
|
$10 Million
0.79% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,050
shares
|
$9.96 Million
3.78% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
|
Fenimore Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
22,041
shares
|
$9.96 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
22,033
shares
|
$9.96 Million
0.25% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
22,026
shares
|
$9.95 Million
3.89% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
22,016
shares
|
$9.95 Million
1.02% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
21,962
shares
|
$9.92 Million
0.39% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
21,946
shares
|
$9.92 Million
0.14% of portfolio
|
Q3 2024
Added 426.03%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,899
shares
|
$9.89 Million
1.21% of portfolio
|
Q3 2024
Reduced 19.62%
|