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 |
|---|---|---|---|---|---|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,738
shares
|
$6.97 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,716
shares
|
$6.96 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
15,708
shares
|
$6.95 Million
0.75% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
15,661
shares
|
$6.93 Million
1.71% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
15,655
shares
|
$6.93 Million
1.79% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
15,611
shares
|
$6.91 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
15,577
shares
|
$6.9 Million
2.7% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
15,539
shares
|
$6.88 Million
5.71% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
15,519
shares
|
$6.87 Million
2.35% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,514
shares
|
$6.87 Million
1.7% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
15,480
shares
|
$6.85 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
15,478
shares
|
$6.85 Million
1.1% of portfolio
|
Q3 2024
Added 484.3%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 13, 2024 Q3 2024 |
15,432
shares
|
$6.83 Million
5.7% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
15,369
shares
|
$6.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
15,367
shares
|
$6.8 Million
2.35% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,357
shares
|
$6.8 Million
0.75% of portfolio
|
Q3 2024
Reduced 37.48%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
15,311
shares
|
$6.78 Million
0.41% of portfolio
|
Q3 2024
Added 32.2%
|
|
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
Nov 13, 2024 Q3 2024 |
15,274
shares
|
$6.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,260
shares
|
$6.75 Million
2.34% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
15,241
shares
|
$6.75 Million
2.17% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
15,174
shares
|
$6.72 Million
0.6% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 14, 2024 Q3 2024 |
15,161
shares
|
$6.71 Million
5.44% of portfolio
|
Q3 2024
Reduced 40.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
15,149
shares
|
$6.71 Million
1.88% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
15,137
shares
|
$6.7 Million
1.42% of portfolio
|
Q3 2023
Reduced 1.3%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
15,135
shares
|
$6.7 Million
0.51% of portfolio
|
Q3 2024
Added 7.49%
|