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 |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
12,680
shares
|
$5.61 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
12,646
shares
|
$5.6 Million
4.19% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
12,629
shares
|
$5.59 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
12,619
shares
|
$5.59 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,593
shares
|
$5.57 Million
1.7% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
12,566
shares
|
$5.56 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
12,559
shares
|
$5.56 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
12,544
shares
|
$5.55 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
12,528
shares
|
$5.55 Million
2.58% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
12,505
shares
|
$5.54 Million
3.29% of portfolio
|
Q4 2022
Added 2.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
12,502
shares
|
$5.53 Million
0.88% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
12,500
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2024
Added 101.61%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
12,492
shares
|
$5.53 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
12,455
shares
|
$5.51 Million
0.35% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
12,452
shares
|
$5.51 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
12,449
shares
|
$5.51 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,436
shares
|
$5.5 Million
3.17% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
12,418
shares
|
$5.5 Million
0.41% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
12,414
shares
|
$5.5 Million
1.29% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
12,412
shares
|
$5.49 Million
3.25% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
12,410
shares
|
$5.49 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
12,408
shares
|
$5.49 Million
3.18% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
12,403
shares
|
$5.49 Million
0.92% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
12,402
shares
|
$5.49 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
12,398
shares
|
$5.49 Million
1.94% of portfolio
|
Q3 2023
Reduced 18.28%
|