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 |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
20,188
shares
|
$9.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
20,147
shares
|
$9.1 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
20,139
shares
|
$9.1 Million
0.83% of portfolio
|
Q3 2024
Added 16.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
20,133
shares
|
$9.1 Million
1.56% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
20,101
shares
|
$9.08 Million
0.51% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
20,083
shares
|
$9.07 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
20,069
shares
|
$9.07 Million
1.95% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
19,999
shares
|
$9.04 Million
3.24% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
19,904
shares
|
$8.99 Million
2.36% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,874
shares
|
$8.98 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,868
shares
|
$8.98 Million
0.62% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
19,855
shares
|
$8.97 Million
0.7% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
19,843
shares
|
$8.97 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
19,828
shares
|
$8.96 Million
0.6% of portfolio
|
Q4 2022
Added 1.67%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
19,803
shares
|
$8.95 Million
1.09% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
19,694
shares
|
$8.9 Million
0.88% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$8.89 Million
1.93% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
19,654
shares
|
$8.88 Million
0.28% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,652
shares
|
$8.88 Million
1.36% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
19,645
shares
|
$8.88 Million
1.03% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
19,599
shares
|
$8.86 Million
0.74% of portfolio
|
Q4 2024
Reduced 99.77%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
19,527
shares
|
$8.82 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
19,394
shares
|
$8.76 Million
2.29% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
19,394
shares
|
$8.76 Million
1.99% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
19,392
shares
|
$8.76 Million
0.24% of portfolio
|
Q3 2024
Added 860.0%
|