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 |
---|---|---|---|---|---|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
18,076
shares
|
$8.17 Million
3.37% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
18,044
shares
|
$8.15 Million
0.28% of portfolio
|
Q3 2024
Added 26.54%
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
18,019
shares
|
$8.14 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
Tevis Investment Management
|
Oct 25, 2024 Q3 2024 |
18,012
shares
|
$8.14 Million
6.19% of portfolio
|
Q3 2024
Added 2.31%
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
18,005
shares
|
$8.14 Million
0.58% of portfolio
|
Q3 2024
Added 11.22%
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
17,992
shares
|
$8.13 Million
5.21% of portfolio
|
Q3 2024
Added 0.78%
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,986
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 99.34%
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$8.13 Million
2.42% of portfolio
|
Q3 2024
Added 3.05%
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
17,969
shares
|
$8.12 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
17,932
shares
|
$8.1 Million
1.15% of portfolio
|
Q3 2024
Added 5.06%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
17,908
shares
|
$8.09 Million
3.39% of portfolio
|
Q3 2024
Added 7.67%
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
17,905
shares
|
$8.09 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Kinsale Capital Group, Inc.
|
Nov 06, 2024 Q3 2024 |
17,902
shares
|
$8.09 Million
2.43% of portfolio
|
Q3 2024
Added 15.19%
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
17,877
shares
|
$8.08 Million
1.7% of portfolio
|
Q3 2024
Added 0.12%
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
17,821
shares
|
$8.05 Million
0.45% of portfolio
|
Q3 2024
Added 0.13%
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
17,780
shares
|
$8.03 Million
0.19% of portfolio
|
Q3 2024
Added 13.35%
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
17,741
shares
|
$8.02 Million
2.9% of portfolio
|
Q3 2024
New holding
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
17,697
shares
|
$8 Million
0.14% of portfolio
|
Q3 2024
Added 2.0%
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
17,684
shares
|
$7.99 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
17,658
shares
|
$7.98 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
17,654
shares
|
$7.98 Million
0.23% of portfolio
|
Q1 2023
Added 6.27%
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
17,525
shares
|
$7.92 Million
3.59% of portfolio
|
Q4 2023
Added 6.86%
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
17,525
shares
|
$7.92 Million
3.58% of portfolio
|
Q2 2024
New holding
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
17,485
shares
|
$7.9 Million
6.88% of portfolio
|
Q3 2024
Added 0.26%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
17,456
shares
|
$7.89 Million
0.4% of portfolio
|
Q3 2024
Added 4.28%
|