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 |
|---|---|---|---|---|---|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
10,440
shares
|
$4.62 Million
2.9% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
10,438
shares
|
$4.62 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
10,426
shares
|
$4.62 Million
2.61% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,411
shares
|
$4.61 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
10,406
shares
|
$4.61 Million
2.57% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
10,384
shares
|
$4.6 Million
3.26% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
10,383
shares
|
$4.6 Million
1.2% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,382
shares
|
$4.6 Million
0.29% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
10,379
shares
|
$4.59 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
10,372
shares
|
$4.59 Million
0.48% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,337
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 45.35%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
10,329
shares
|
$4.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 29.51%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,297
shares
|
$4.56 Million
0.58% of portfolio
|
Q2 2024
Added 226.47%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
10,294
shares
|
$4.56 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,288
shares
|
$4.55 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,282
shares
|
$4.55 Million
3.86% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,280
shares
|
$4.55 Million
0.57% of portfolio
|
Q3 2024
Added 75.37%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
10,269
shares
|
$4.55 Million
2.53% of portfolio
|
Q3 2024
Added 1577.94%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
10,254
shares
|
$4.54 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
10,237
shares
|
$4.53 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
10,226
shares
|
$4.53 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
10,223
shares
|
$4.53 Million
1.06% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
10,201
shares
|
$4.52 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
10,194
shares
|
$4.51 Million
1.03% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
10,193
shares
|
$4.51 Million
2.15% of portfolio
|
Q3 2024
Added 0.06%
|