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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
13,634
shares
|
$6.04 Million
1.09% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
13,599
shares
|
$6.02 Million
1.82% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
13,570
shares
|
$6.01 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
13,556
shares
|
$6 Million
1.04% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
13,545
shares
|
$6 Million
5.98% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,544
shares
|
$6 Million
1.16% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
13,531
shares
|
$5.99 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
13,504
shares
|
$5.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
13,500
shares
|
$5.98 Million
0.06% of portfolio
|
N/A
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
13,472
shares
|
$5.96 Million
2.39% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
13,457
shares
|
$5.96 Million
1.58% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
13,418
shares
|
$5.94 Million
0.96% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,407
shares
|
$5.93 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
13,385
shares
|
$5.93 Million
2.19% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,334
shares
|
$5.9 Million
0.52% of portfolio
|
Q2 2023
Added 42.14%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
13,311
shares
|
$5.89 Million
1.57% of portfolio
|
Q3 2024
Added 28.39%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
13,302
shares
|
$5.89 Million
0.81% of portfolio
|
Q3 2024
Added 124.96%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
13,259
shares
|
$5.87 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,253
shares
|
$5.87 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
13,236
shares
|
$5.86 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
13,228
shares
|
$5.86 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
13,215
shares
|
$5.85 Million
1.53% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
13,213
shares
|
$5.85 Million
2.43% of portfolio
|
Q3 2024
Added 695.96%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,211
shares
|
$5.85 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
13,168
shares
|
$5.83 Million
8.5% of portfolio
|
Q1 2023
Added 88.76%
|