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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
10,695
shares
|
$4.73 Million
0.1% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
10,691
shares
|
$4.73 Million
2.16% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
10,683
shares
|
$4.73 Million
1.2% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,676
shares
|
$4.73 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,672
shares
|
$4.72 Million
0.42% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,670
shares
|
$4.72 Million
0.67% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,658
shares
|
$4.72 Million
0.42% of portfolio
|
Q3 2024
Added 39.37%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,636
shares
|
$4.71 Million
0.31% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
10,633
shares
|
$4.71 Million
1.57% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
10,632
shares
|
$4.71 Million
0.49% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
10,626
shares
|
$4.7 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
10,616
shares
|
$4.7 Million
1.09% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,603
shares
|
$4.69 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
10,593
shares
|
$4.69 Million
1.77% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
10,592
shares
|
$4.69 Million
0.94% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
10,591
shares
|
$4.69 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
10,581
shares
|
$4.68 Million
0.49% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
10,579
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,569
shares
|
$4.68 Million
0.55% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
10,568
shares
|
$4.68 Million
1.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,507
shares
|
$4.65 Million
0.01% of portfolio
|
Q4 2022
Added 12.65%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
10,501
shares
|
$4.65 Million
0.17% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,478
shares
|
$4.64 Million
0.36% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
10,458
shares
|
$4.63 Million
2.49% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
10,454
shares
|
$4.63 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.07%
|