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 |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
13,160
shares
|
$5.83 Million
1.56% of portfolio
|
Q2 2023
Reduced 2.95%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
13,133
shares
|
$5.81 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,129
shares
|
$5.81 Million
0.3% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
13,124
shares
|
$5.81 Million
0.55% of portfolio
|
N/A
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
13,123
shares
|
$5.81 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
13,116
shares
|
$5.81 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
13,114
shares
|
$5.81 Million
3.57% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
13,085
shares
|
$5.79 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
13,073
shares
|
$5.79 Million
1.17% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
13,071
shares
|
$5.79 Million
1.72% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
13,042
shares
|
$5.77 Million
0.94% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,022
shares
|
$5.76 Million
1.21% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
12,985
shares
|
$5.75 Million
1.8% of portfolio
|
Q3 2023
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
12,978
shares
|
$5.74 Million
2.49% of portfolio
|
Q3 2024
Reduced 28.58%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
12,967
shares
|
$5.74 Million
1.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
12,953
shares
|
$5.73 Million
5.56% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
12,922
shares
|
$5.72 Million
2.34% of portfolio
|
Q1 2023
Reduced 10.82%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
12,900
shares
|
$5.71 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
12,890
shares
|
$5.71 Million
1.67% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,876
shares
|
$5.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
12,819
shares
|
$5.67 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
12,769
shares
|
$5.65 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
12,765
shares
|
$5.65 Million
1.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
12,748
shares
|
$5.64 Million
4.68% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
12,703
shares
|
$5.62 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.91%
|