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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
16,217
shares
|
$7.18 Million
3.17% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
16,213
shares
|
$7.18 Million
4.36% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
16,208
shares
|
$7.17 Million
0.31% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
16,172
shares
|
$7.16 Million
1.14% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
16,167
shares
|
$7.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
16,151
shares
|
$7.15 Million
0.18% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
16,128
shares
|
$7.14 Million
0.87% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
16,125
shares
|
$7.14 Million
1.96% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,105
shares
|
$7.13 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
16,092
shares
|
$7.12 Million
3.43% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
16,064
shares
|
$7.11 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
16,061
shares
|
$7.11 Million
1.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
16,057
shares
|
$7.11 Million
0.31% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
15,992
shares
|
$7.08 Million
1.33% of portfolio
|
Q1 2023
Reduced 0.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
15,985
shares
|
$7.08 Million
0.53% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
15,938
shares
|
$7.06 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
15,916
shares
|
$7.05 Million
1.34% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,914
shares
|
$7.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 65.6%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,905
shares
|
$7.04 Million
0.64% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
15,894
shares
|
$7.04 Million
9.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
15,838
shares
|
$7.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,817
shares
|
$7 Million
0.17% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
15,770
shares
|
$6.98 Million
1.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
15,757
shares
|
$6.97 Million
1.98% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
15,745
shares
|
$6.97 Million
0.87% of portfolio
|
Q3 2024
Added 9.78%
|