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 |
|---|---|---|---|---|---|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
21,099
shares
|
$9.53 Million
2.41% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
21,091
shares
|
$9.53 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
21,060
shares
|
$9.52 Million
1.92% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
21,057
shares
|
$9.51 Million
0.81% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
21,015
shares
|
$9.5 Million
0.51% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
20,872
shares
|
$9.43 Million
0.77% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,815
shares
|
$9.41 Million
0.67% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
20,797
shares
|
$9.4 Million
3.91% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
20,771
shares
|
$9.39 Million
6.51% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
20,742
shares
|
$9.37 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
20,714
shares
|
$9.36 Million
1.36% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
20,677
shares
|
$9.34 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
20,677
shares
|
$9.34 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
20,665
shares
|
$9.34 Million
1.51% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,548
shares
|
$9.28 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
20,546
shares
|
$9.28 Million
0.6% of portfolio
|
Q3 2024
Added 29.96%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
20,541
shares
|
$9.28 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
20,536
shares
|
$9.28 Million
7.85% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
20,518
shares
|
$9.27 Million
2.1% of portfolio
|
N/A
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20,509
shares
|
$9.27 Million
1.68% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
20,497
shares
|
$9.26 Million
3.21% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
20,469
shares
|
$9.25 Million
5.47% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
20,463
shares
|
$9.25 Million
3.75% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
20,455
shares
|
$9.24 Million
0.77% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
20,280
shares
|
$9.16 Million
5.28% of portfolio
|
Q3 2023
Added 0.25%
|