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 4,383 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 $368 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
14,548
shares
|
$6.44 Million
0.47% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
14,516
shares
|
$6.43 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
14,505
shares
|
$6.42 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
14,471
shares
|
$6.41 Million
2.76% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
14,457
shares
|
$6.4 Million
2.71% of portfolio
|
Q3 2024
Added 42.53%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,443
shares
|
$6.39 Million
1.13% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
14,415
shares
|
$6.38 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
14,374
shares
|
$6.36 Million
0.16% of portfolio
|
Q3 2024
Added 48.25%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
14,372
shares
|
$6.36 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
14,332
shares
|
$6.34 Million
5.81% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
14,323
shares
|
$6.34 Million
0.82% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
14,321
shares
|
$6.34 Million
0.48% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
14,321
shares
|
$6.34 Million
1.34% of portfolio
|
Q2 2024
Reduced 37.97%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
14,317
shares
|
$6.34 Million
2.04% of portfolio
|
Q3 2024
Added 96.23%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
14,315
shares
|
$6.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,299
shares
|
$6.33 Million
3.24% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
14,295
shares
|
$6.33 Million
0.64% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
14,291
shares
|
$6.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 55.14%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
14,262
shares
|
$6.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
14,240
shares
|
$6.3 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,227
shares
|
$6.3 Million
0.56% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
14,159
shares
|
$6.27 Million
0.3% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
14,157
shares
|
$6.27 Million
1.96% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
14,138
shares
|
$6.26 Million
2.09% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
14,132
shares
|
$6.26 Million
0.72% of portfolio
|
Q3 2024
Added 1.07%
|