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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,286
shares
|
$5 Million
0.68% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,276
shares
|
$4.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 41.41%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,254
shares
|
$4.98 Million
2.7% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
11,250
shares
|
$4.98 Million
1.56% of portfolio
|
Q2 2024
Reduced 26.23%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
11,239
shares
|
$4.98 Million
7.62% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
11,227
shares
|
$4.97 Million
1.23% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
11,210
shares
|
$4.96 Million
0.56% of portfolio
|
Q3 2024
Added 250.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,201
shares
|
$4.96 Million
0.62% of portfolio
|
Q2 2023
Added 7.78%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
11,196
shares
|
$4.96 Million
3.75% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
11,195
shares
|
$4.96 Million
0.54% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
11,187
shares
|
$4.95 Million
1.87% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
11,165
shares
|
$4.94 Million
2.89% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
11,138
shares
|
$4.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
11,122
shares
|
$4.92 Million
3.57% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Ing Groep Nv
|
Nov 06, 2024 Q3 2024 |
11,112
shares
|
$4.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 91.95%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
11,110
shares
|
$4.92 Million
1.15% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
11,102
shares
|
$4.91 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
11,092
shares
|
$4.91 Million
2.66% of portfolio
|
Q3 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
11,076
shares
|
$4.9 Million
0.96% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
11,044
shares
|
$4.89 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
11,034
shares
|
$4.88 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Oak Family Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
11,022
shares
|
$4.88 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
11,018
shares
|
$4.88 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,015
shares
|
$4.88 Million
0.43% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Nov 04, 2024 Q3 2024 |
11,005
shares
|
$4.87 Million
3.55% of portfolio
|
Q3 2024
New holding
|