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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
12,398
shares
|
$5.49 Million
3.46% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
12,396
shares
|
$5.49 Million
0.57% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
12,379
shares
|
$5.48 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,367
shares
|
$5.47 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
12,364
shares
|
$5.47 Million
1.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
12,316
shares
|
$5.45 Million
4.25% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
12,312
shares
|
$5.45 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
12,297
shares
|
$5.44 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
12,277
shares
|
$5.43 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
12,275
shares
|
$5.43 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
12,268
shares
|
$5.43 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
12,220
shares
|
$5.41 Million
1.37% of portfolio
|
Q3 2024
Added 47.25%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
12,212
shares
|
$5.41 Million
0.69% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
12,173
shares
|
$5.39 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
12,169
shares
|
$5.39 Million
0.66% of portfolio
|
Q3 2024
Added 94.67%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
12,151
shares
|
$5.38 Million
1.89% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,151
shares
|
$5.38 Million
1.15% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
12,107
shares
|
$5.36 Million
1.28% of portfolio
|
Q3 2024
Added 142.29%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
12,100
shares
|
$5.36 Million
0.95% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
12,089
shares
|
$5.35 Million
1.59% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,087
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.63%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
12,084
shares
|
$5.35 Million
1.4% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
12,053
shares
|
$5.34 Million
1.68% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,047
shares
|
$5.33 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
12,046
shares
|
$5.33 Million
0.65% of portfolio
|
Q3 2024
Added 0.88%
|