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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
9,891
shares
|
$4.38 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
9,868
shares
|
$4.37 Million
0.19% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
9,862
shares
|
$4.37 Million
1.2% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
9,854
shares
|
$4.36 Million
4.82% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
9,848
shares
|
$4.36 Million
0.91% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
9,848
shares
|
$4.36 Million
4.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
9,832
shares
|
$4.35 Million
3.71% of portfolio
|
Q2 2024
Added 15.92%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
9,830
shares
|
$4.35 Million
0.72% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,813
shares
|
$4.34 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
9,810
shares
|
$4.34 Million
3.24% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
9,804
shares
|
$4.34 Million
0.13% of portfolio
|
Q3 2024
Added 84.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
9,774
shares
|
$4.33 Million
1.5% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
9,771
shares
|
$4.33 Million
1.18% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
9,763
shares
|
$4.32 Million
0.64% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
9,755
shares
|
$4.32 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
9,741
shares
|
$4.31 Million
0.92% of portfolio
|
N/A
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
9,718
shares
|
$4.3 Million
1.18% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
9,713
shares
|
$4.3 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
9,689
shares
|
$4.29 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Nov 15, 2024 Q3 2024 |
9,685
shares
|
$4.29 Million
2.16% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,658
shares
|
$4.28 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
9,651
shares
|
$4.27 Million
0.87% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,650
shares
|
$4.27 Million
0.32% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
9,626
shares
|
$4.26 Million
0.63% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,625
shares
|
$4.26 Million
0.69% of portfolio
|
Q3 2024
Added 10.15%
|