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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
14,132
shares
|
$6.26 Million
0.33% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
14,126
shares
|
$6.25 Million
1.21% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
14,111
shares
|
$6.25 Million
0.45% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
14,111
shares
|
$6.25 Million
0.45% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Udine Wealth Management, Inc.
|
Oct 08, 2024 Q3 2024 |
14,056
shares
|
$6.22 Million
4.63% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,050
shares
|
$6.22 Million
0.62% of portfolio
|
Q3 2024
Reduced 78.68%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
14,032
shares
|
$6.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
14,025
shares
|
$6.21 Million
2.13% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
14,013
shares
|
$6.2 Million
4.26% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
13,988
shares
|
$6.19 Million
3.22% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
13,985
shares
|
$6.19 Million
1.14% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
13,980
shares
|
$6.19 Million
2.72% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
13,962
shares
|
$6.18 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
13,909
shares
|
$6.16 Million
1.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,889
shares
|
$6.15 Million
1.26% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
Jan 03, 2025 Q4 2024 |
13,853
shares
|
$6.13 Million
5.13% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
13,840
shares
|
$6.13 Million
3.83% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
13,817
shares
|
$6.12 Million
5.4% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
13,816
shares
|
$6.12 Million
1.06% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,795
shares
|
$6.11 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
13,761
shares
|
$6.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
13,740
shares
|
$6.08 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
13,738
shares
|
$6.08 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 13, 2024 Q3 2024 |
13,661
shares
|
$6.05 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
13,648
shares
|
$6.04 Million
0.38% of portfolio
|
Q3 2024
Added 375.54%
|