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 |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
10,186
shares
|
$4.51 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
10,184
shares
|
$4.51 Million
1.01% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,180
shares
|
$4.51 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
10,180
shares
|
$4.51 Million
0.45% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
10,167
shares
|
$4.5 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
10,153
shares
|
$4.49 Million
3.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,147
shares
|
$4.49 Million
2.0% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Investment Management Associates Inc
|
Nov 04, 2024 Q3 2024 |
10,147
shares
|
$4.49 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
10,136
shares
|
$4.49 Million
0.75% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,099
shares
|
$4.47 Million
6.18% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,071
shares
|
$4.46 Million
0.19% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,054
shares
|
$4.45 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
10,032
shares
|
$4.44 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
10,016
shares
|
$4.43 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
10,007
shares
|
$4.43 Million
1.83% of portfolio
|
Q4 2022
Reduced 4.3%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
10,005
shares
|
$4.43 Million
1.11% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
9,999
shares
|
$4.43 Million
0.81% of portfolio
|
Q3 2024
Added 40.75%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
9,999
shares
|
$4.43 Million
0.98% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,991
shares
|
$4.42 Million
1.29% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
9,986
shares
|
$4.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
9,940
shares
|
$4.4 Million
0.56% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
9,929
shares
|
$4.4 Million
0.51% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
9,905
shares
|
$4.38 Million
1.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
9,903
shares
|
$4.38 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
9,900
shares
|
$4.38 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.64%
|