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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
16,742
shares
|
$7.41 Million
0.25% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
16,741
shares
|
$7.41 Million
3.59% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
16,695
shares
|
$7.39 Million
1.07% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,695
shares
|
$7.39 Million
2.75% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
16,682
shares
|
$7.38 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
16,656
shares
|
$7.37 Million
2.67% of portfolio
|
Q3 2024
Added 124.32%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
16,655
shares
|
$7.37 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
16,601
shares
|
$7.35 Million
5.25% of portfolio
|
Q3 2024
Reduced 90.97%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,576
shares
|
$7.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.09%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
16,572
shares
|
$7.34 Million
3.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
16,565
shares
|
$7.33 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
16,538
shares
|
$7.32 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
16,508
shares
|
$7.31 Million
1.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,488
shares
|
$7.3 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
16,479
shares
|
$7.29 Million
2.29% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
16,449
shares
|
$7.28 Million
0.58% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
16,428
shares
|
$7.27 Million
0.37% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
16,375
shares
|
$7.25 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
16,349
shares
|
$7.24 Million
0.43% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
16,348
shares
|
$7.24 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
16,348
shares
|
$7.24 Million
1.93% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
16,323
shares
|
$7.23 Million
1.92% of portfolio
|
N/A
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
16,317
shares
|
$7.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
16,314
shares
|
$7.22 Million
0.31% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
16,290
shares
|
$7.21 Million
3.05% of portfolio
|
Q3 2024
Added 8.62%
|