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 |
|---|---|---|---|---|---|
|
Bislett Management, LLC
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
11,000
shares
|
$4.87 Million
4.74% of portfolio
|
N/A
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
10,980
shares
|
$4.86 Million
2.23% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
10,972
shares
|
$4.86 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
10,967
shares
|
$4.85 Million
1.1% of portfolio
|
Q3 2024
Added 51.37%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
10,933
shares
|
$4.84 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
10,932
shares
|
$4.84 Million
0.66% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
10,879
shares
|
$4.82 Million
1.79% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,877
shares
|
$4.81 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
10,867
shares
|
$4.81 Million
2.3% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,844
shares
|
$4.8 Million
2.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
10,829
shares
|
$4.79 Million
0.84% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
10,824
shares
|
$4.79 Million
0.84% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,823
shares
|
$4.79 Million
0.96% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,820
shares
|
$4.79 Million
0.82% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,818
shares
|
$4.79 Million
1.97% of portfolio
|
Q4 2024
Added 32.25%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
10,807
shares
|
$4.78 Million
0.87% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
10,784
shares
|
$4.77 Million
4.0% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Qv Investors Inc.
|
Oct 15, 2024 Q3 2024 |
10,776
shares
|
$4.77 Million
0.44% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
10,774
shares
|
$4.77 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
10,767
shares
|
$4.77 Million
2.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
10,750
shares
|
$4.76 Million
0.69% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
10,734
shares
|
$4.75 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
10,730
shares
|
$4.75 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
10,717
shares
|
$4.74 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
10,705
shares
|
$4.74 Million
0.51% of portfolio
|
Q3 2023
Reduced 47.21%
|