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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
17,454
shares
|
$7.89 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,425
shares
|
$7.87 Million
0.52% of portfolio
|
Q4 2023
Reduced 10.85%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,390
shares
|
$7.86 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,373
shares
|
$7.85 Million
0.46% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
17,300
shares
|
$7.82 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
17,251
shares
|
$7.79 Million
2.27% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
17,245
shares
|
$7.79 Million
0.57% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17,236
shares
|
$7.79 Million
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
17,177
shares
|
$7.76 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
17,168
shares
|
$7.76 Million
5.44% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
17,160
shares
|
$7.75 Million
6.56% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
17,082
shares
|
$7.72 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
17,076
shares
|
$7.72 Million
1.27% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
17,038
shares
|
$7.7 Million
0.55% of portfolio
|
Q3 2024
Reduced 41.17%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
17,023
shares
|
$7.69 Million
0.82% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
16,993
shares
|
$7.68 Million
2.27% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,965
shares
|
$7.67 Million
3.96% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Nov 14, 2024 Q3 2024 |
16,901
shares
|
$7.64 Million
5.7% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
16,882
shares
|
$7.63 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
16,881
shares
|
$7.63 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
16,875
shares
|
$7.62 Million
1.07% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
16,826
shares
|
$7.6 Million
0.43% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
16,788
shares
|
$7.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
16,784
shares
|
$7.58 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
16,772
shares
|
$7.58 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.01%
|